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National estate-planning form
See page 1 of the actual instrument before you buy. The download starts with a READ FIRST signing & funding guide that walks you through the signing ceremony and moving assets into the trust, then the revocable living trust with property, successor-trustee, beneficiary, and specific-gift schedules built in, extra blank schedule worksheets, and a Certification of Trust — the summary document banks and title companies ask for, so you can prove your trust exists without revealing its terms. Every document is a fillable Word file — click the blanks and type, or print and complete by hand.
This download includes 4 documents, each a fillable Word file. Start with the READ FIRST guide; click any blank or checkbox to type your information, or print and complete by hand — the pages print clean either way.
See page 1 of the actual blank instrument below. Your complete fillable Word download starts with a READ FIRST signing & funding guide and also includes extra blank schedule worksheets and the Certification of Trust — delivered after checkout.
Legal currency, verified
A revocable living trust holds your property during your life and passes it to your beneficiaries without probate when you die — privately, without a public court file. You keep full control as settlor: while you are alive and competent you can amend the trust, restate it, or revoke it entirely. Page 1 of the actual instrument is previewed above before purchase.
Four documents: a READ FIRST signing & funding guide that walks you through the signing ceremony and how to move assets into the trust; the revocable living trust instrument with built-in schedules (Schedule A property, Schedule B successor trustees, Schedule C beneficiaries and shares, Schedule D specific gifts); extra blank schedule worksheets; and a Certification of Trust — the summary document banks, brokerages, and title companies commonly ask for, so you can prove your trust exists and that the trustee may act without revealing its terms or beneficiaries.
For assets titled to it, the trust avoids probate, keeps your plan private, and lets the trustee you name — and any successors you appoint — manage those assets if you become incapacitated, without a court guardianship for that property. Because you keep control, it does not reduce estate taxes and does not shield your assets from your own creditors — those goals call for irrevocable structures like our Fortress Irrevocable Trust.
Creation and funding of the trust; the trust estate and later additions; revocation and amendment (with your state's execution formalities); trustee service, co-trustees, succession, resignation, and removal; incapacity management without a court guardianship; lifetime distributions; homestead protection for your residence; payment of debts, expenses, and taxes at death; distribution to your beneficiaries under your Schedule C shares, with staggered-distribution and minors' trust options for young beneficiaries; optional provisions including a no-contest clause and pet care; spendthrift protection for beneficiaries' shares; the full trustee powers catalog; third-party reliance and the Certification of Trust; trustee compensation and records; tax identification (your own SSN — no separate EIN needed); governing law; and perpetuities savings. Schedules A–D carry your property list, successor-trustee chain, beneficiaries and shares, and any specific gifts — each on its own page with an initials line.
Signing formalities vary by state; the instrument closes with settlor and trustee signature lines, a two-witness attestation, and per-capacity notary acknowledgments for the settlor and trustee — an execution that satisfies the strictest states (Florida and Louisiana included). A trust avoids probate only for assets actually titled to it: complete Schedule A, then re-title the property you want the trust to hold (deeds transferring real estate must be notarized to record). An optional spousal consent page is included for married users, including community-property states.
This form is not legal advice. It is a national instrument; consult a licensed attorney in your state for advice about your situation.
ILRG is committed to top-quality legal forms. If you are not 100 percent satisfied after purchase, contact us for a full refund.
Three things well: assets titled to the trust pass to your beneficiaries without probate; your plan stays private (unlike a will, which becomes a public court record); and the trustee you name — and any successors you appoint — can manage trust assets if you become incapacitated, without a court guardianship for that property.
No. Because you can revoke it and keep full control, the assets remain yours for creditor and estate-tax purposes. For creditor protection or tax planning, see our Fortress Irrevocable Trust instead.
Yes. While you are alive and competent you can amend it (see our Living Trust Amendment form), restate it, or revoke it entirely.
Sign at the end of the instrument in the physical presence of two adult witnesses, who then sign while you are all together, and have your signature acknowledged before a notary public — the included READ FIRST guide walks through the ceremony step by step. Witnesses and a notary are not required in most states, but they are required or strongly recommended in some (Florida requires two witnesses; Louisiana requires two witnesses plus a notarial acknowledgment), so this instrument always uses both.
A summary document that proves your trust exists and that the trustee has authority to act, without disclosing the trust’s terms or beneficiaries. It is commonly used with banks, brokerages, and title companies when you open accounts or sell trust property — some institutions still ask to see the full trust.
It is a national instrument recognized in every state, with a governing-law blank so you name yours. The instrument closes with settlor and trustee signature lines, a two-witness attestation, and per-capacity notary acknowledgments for the settlor and trustee — an execution that satisfies the strictest states, Florida and Louisiana included. An optional spousal consent page is included for married users, including community-property states. Deeds transferring real estate into the trust must be notarized to record. Have a local professional review unusual assets or family situations.