• Living Trust Kit Back Cover
  • Living Trust Kit Back Cover

Living Trust Kit

A revocable living trust allows you to avoid the costs and delays usually associated with probate; as well as provide for the management of assets during any period in which you are incapacitated.

This self-help legal kit includes step-by-step instructions, detailed information and all the legal forms necessary to make a revocable living trust without the need or expense of engaging a lawyer.

  • Prepare a living trust quickly and easily.
  • Avoid the costs and delays of probate.
  • Protect yourself during incapacity.
  • Step-by-step instructions.
  • Lawyer approved legal kit.
  • Valid in all states (except Louisiana).


Due to increased media attention, most of us are now aware of the substantial costs and delays usually associated with the probate of an estate. Fortunately, many of these problems can be avoided by simply creating a living trust.

A living trust is a trust used for the purpose of avoiding probate. They are fairly easy to set up and simply involve completing and signing a living trust agreement in which you name yourself as both the grantor (the creator of the trust) and the trustee (the manager of the assets transferred into the trust) of the trust. Once the trust is set up, you (as grantor) then transfer some or all your assets to the trust. As trustee, you then take over management of the trust assets. By acting as both grantor and trustee of the trust, you maintain control over the trust assets.

As grantor, you can revoke the living trust at any time and have the assets in the trust immediately transferred back to you in your personal capacity and free from the trust.

You can also name a successor trustee in your trust agreement who will have the power to manage the trust assets in accordance with the terms of the trust agreement if you become incapacitated and unable to do so yourself.

When you die, the assets in the trust are distributed by your named successor trustee (like an executor) to the beneficiaries named in the trust agreement – in much the same was as under a will. However, the important part to remember is that since the assets are held in the trust’s name rather than in your personal name, they will not form part of your probate estate. As such, they will not need to go through probate and can be distributed to the beneficiaries named in your trust quite quickly after your death.

This self-help legal kit provides you with step-by-step instructions, detailed information and all the legal forms necessary to help you create your own revocable living trust and avoid probate.

  • Avoid probate.
  • Provide for the management of your trust property during incapacity.
  • Make gifts to your loved ones and charities.
  • Make property management arrangements for young beneficiaries.
  • Much More!

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Table of Contents

Important Note

About EstateBee

Using Self-Help Kits

Probate and Why People Try to Avoid It

Introduction to Probate

Probate Avoidance Measures

Pay-on-Death or Transfer-on-Death Accounts

Retirement Accounts

Joint Accounts

Custodial Accounts

Life Insurance Proceeds

Joint Ownership of Property

Lifetime Gifts

Probate Free Transfers Of Assets

Transfer of Vehicles

Revocable Living Trusts

What Are Revocable Living Trusts?

Advantages of Living Trusts

Disadvantages of Living Trusts

Types of Living Trust

Living Trust for an Individual

Living Trusts for Couples

Trustees and Successor Trustees

The Initial Trustee

Appointing a Co-Trustee

Successor Trustees

Changing Trustees

Gifts and Beneficiaries

Types of Gifts under a Living Trust

Specific Item Gifts

Cash Gifts

Gift of the Residuary Trust Estate

What Is a Beneficiary?.

Types of Beneficiaries under a Living Trust

Specific Gift Beneficiary

Alternate Beneficiary

Residuary Beneficiary

Beneficiaries under a Shared Trust

Gifts to Spouses

Community Property States

Common Law States

Children, Guardians and Property Management

Management of Children’s Property

Uniform Transfer to Minors’ Act

Child Sub-Trusts

Transferring Assets to Your Living Trust

Transfer of Assets

What Assets should be put in Your Living Trust?.

Title to Assets Transferred to a Living Trust

Transferring Property to Your Trust

Real Estate

Cars, Boats and Other Vehicles

Cash Accounts

United States Savings Bonds

Broker Accounts

Publicly Quoted Stocks and Bonds

Retirement Plans

Other Property

Making, Amending & Revoking Your Living Trust

Making Your Living Trust

Reviewing Your Living Trust

Amending Your Living Trust

Transferring or Removing Property from Your Living Trust

Revocation of Your Living Trust

Other Ancillary Documents Required

Pour-Over Wills

Appendix 1 - Living Trust Worksheet

Appendix 2 - Instructions for Completing Your Documents

Appendix 3 - Revocable Living Trust Documents

Appendix 4 - Miscellaneous Clauses for Use in a Revocable Living Trust Agreement

Appendix 5 - Deed of Assignment

Appendix 6 - Notice of Revocation of a Living Trust


The following forms are included with this kit:-

- Revocable Living Trust Agreement for a single person
- Revocable Living Trust Agreement for a married couple (or a couple in a registered partnership)
- Deed of Assignment – transfers assets to and from a living trust
- Certification of Trust – form required to enable the trustee(s) to deal with financial institutions
- Notice of Revocation of a Living Trust - form used to terminate a living trust and have the trust assets returned to the grantor(s)

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  • Compliant with US Laws – You will be using tried and tested legal documents specifically tailored to comply with the laws of each state in the United States (except Louisiana).
  • Advanced Features – Your documents will contain advanced lawyer-approved provisions not usually found in standard run-of-the-mill documents you find online.
  • 20 Years in Business – EstateBee was one of the first businesses to start selling estate planning documents online back in 2000.
  • Trusted by Thousands – We have helped thousands of people to make wills, trusts, and powers of attorney over the past 20 years.
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