Trusts are an essential legal tool for managing your assets and estate during your lifetime and for providing for your loved ones after you pass away. A living trust, also known as a revocable trust, allows you to have more control over your assets while you’re alive and designate a trustee to manage them after your death. In this post, we will provide you with 10 sample living trust form templates in PDF and Word formats that you can use to create your own living trust.
- Living Trust Form Template
This living trust form template is available for free in both PDF and Word formats. It includes sections for property disposition, trustee powers, and beneficiary designations. You can customize this form to meet your specific needs and preferences.
- Revocable Living Trust Form Template
This revocable living trust form template is provided by the California courts and is specifically tailored to California law. It includes sections for trust administration, trustee powers, and beneficiary designations. This form can be a useful starting point for creating your own living trust.
- Pour-Over Will and Living Trust Form Template
A pour-over will and living trust are often used together as part of an estate plan. This template includes both documents and allows you to specify the beneficiaries of your assets and how they should be distributed. You can customize this form to meet your specific needs.
- Joint Living Trust Form Template
A joint living trust is a useful tool for couples who want to manage their assets jointly and ensure that their property is distributed according to their wishes. This template includes sections for property disposition, trustee powers, and beneficiary designations. You can customize this form to meet your specific needs and preferences.
- Living Trust Amendment Form Template
If you already have a living trust in place, you may need to make changes to it over time. This living trust amendment form template allows you to modify your trust without having to create a new one. You can use this form to add or remove beneficiaries, change trustee powers, or make other modifications as needed.
- Living Trust Certification Form Template
A living trust certification is a document that verifies the existence and validity of a living trust. This living trust certification form template allows you to provide a certified copy of your trust to interested parties, such as banks or other financial institutions. You can customize this form to meet your specific needs.
- Living Trust Schedule Form Template
A living trust schedule is a document that lists the assets that you have transferred into your trust. This living trust schedule form template allows you to create a detailed inventory of your assets and keep track of any changes over time. You can customize this form to meet your specific needs.
- Living Trust Termination Form Template
If you no longer need your living trust, you may want to terminate it. This living trust termination form template allows you to formally revoke your trust and distribute your assets according to your wishes. You can customize this form to meet your specific needs.
- AB Living Trust Form Template
An AB living trust is a special type of living trust that allows couples to take advantage of the estate tax exemption for each spouse. This AB living trust form template includes provisions for both the A and B trusts and allows you to customize the document to meet your specific needs and preferences.
- Living Trust Certification of Trustee Form Template
If you have been designated as the trustee of a living trust, you may need to provide a certification of trustee to interested parties, such as banks or other financial institutions. This living trust certification of trustee form template allows you to verify your authority as trustee and provide relevant information about the trust. You can customize this form to meet your specific needs.
In conclusion, these sample living trust form templates provide a useful starting point for creating your own living trust. However, it’s important to remember that each individual’s situation is unique, and you should consult with a qualified attorney to ensure that your living trust meets all of your legal and financial needs. Creating a living trust can be an important step in planning for the future and ensuring that your assets are managed according to your wishes, both during your lifetime and after your death.
