Revocable Living Trust

Drafts a revocable living trust preserving grantor control during lifetime with seamless asset transfer at death, tailored to applicable state law.

Prerequisites

Gather before drafting:

Grantor(s) — full legal name, address, state of residence, marital status, individual vs. joint trust
Beneficiaries — primary/contingent names, relationships, distribution preferences (per stirpes/per capita), minor age restrictions
Assets — real property (legal descriptions, APNs), financial accounts, business interests, significant personal property
Trustees — initial, successor (first/second/third), co-trustee arrangements, corporate trustee preferences
Distribution plan — specific bequests, age-based schedules, outright vs. continued trust, spendthrift needs
State requirements — execution formalities, community property vs. common law, applicable trust code