Living Trust Form

Who is the Living Trust being created for?
First Middle Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Contact Email
Contact Phone
What date will the Living Trust be Signed?
MM slash DD slash YYYY

Are you Married?
- Yes
- No
What is your Spouse's Name?
First Last
Do you want to state your martial status in this Living Trust?
Select “Yes” if you want to clarify your martial status in this Trust. It is RECOMMENDED that this statement be included.
- Yes
- No
Is your spouse intentionally excluded as a beneficiary of this Trust?
Select “Yes” if the failure of this Trust to provide for any distribution to your spouse is intentional.
- Yes
- No

Do you have any children?
- Yes
- No
How many children do you have?
- One Child
- Two or more Children
Hidden
What is your child’s name?
Use your child’s complete legal name and your children, one at a time. For example: John L. Parker.
What is your child’s name?
Use your child’s complete legal name and your children, one at a time. For example: John L. Parker.
What is your child’s name?
Use your child’s complete legal name and your children, one at a time. For example: John L. Parker.

Are any of your children intentionally excluded as beneficiaries of this Living Trust?
Select “Yes” if any of your children are intentionally excluded as beneficiaries of this Living Trust.
- Yes
- No
Is any person or organization intentionally excluded as a beneficiary of this Living Trust?
Select “Yes” to specify people or organization s (other than any children listed previously) who might expect to be included, but who are intentionally excluded from receiving distributions from this Trust.
- Yes
- No
Would you like to provide for any future children in this Trust?
Select “Yes” if any references in this Trust to your children should include any adopted or biological children you may have after you sign this Trust.
- Yes
- No

Who will carry out the terms of the Trust?
This person (or organization) is called a “trustee”. The nominated Trustee(s) may be individuals or organizations. In many cases the Grantor will serve as an initial Trustee or Co-Trustee.
Sole Trustee
Co-Trustee
Who is the first Co-Trustee?
Often the Grantor serves as one of the initial Co-Trustees.
First Co-Trustee Name
First Last
First Co-Trustee Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Who is the Second Co-Trustee?
Often, the Grantor’s spouse, if any, serves as an initial Co-Trustee.
Second Co-Trustee Name
First Last
Second Co-Trustee Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Who will serve as successor Trustee when both Co-Trustees can no longer serve?
When one of the initial Co-Trustees no longer serves, the remaining Co-Trustee may continue to serve, but alone. Select who will be the Trustee(s) when BOTH Co-Trustees no longer serve.
Successor Sole Trustee
Successor Co-Trustees
Who are the Successor Co-Trustees?
For example: Robert J. Parker, Milwaukee, Wisconsin, Elizabeth T. Parker, Milwaukee, Wisconsin
Successor Co-Trustee (1)
Successor Co-Trustee (1)
First Last
Successor Co-Trustee (1) Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Successor Co-Trustee (2)
Successor Co-Trustee Name (2)
First Last
Successor Co-Trustee Address (2)
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Successor Co-Trustee (3)
Successor Co-Trustee Name (3)
First Last
Successor Co-Trustee Address (3)
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Who will carry out the terms of the Trust if the Co-Trustees are unable to?
Sometimes a bank’s trust department may be an appropriate choice for Successor Trustee.
Will the Successor Co-Trustees serve with or without bond?
**A bond can protect your beneficiaries if the Trustee(s) misappropriate trust assets. As bonds are expensive, you may decide to not require one**
- Without bond or security
- With bond
Alternate Successor Sole Trustee
Alternate Successor Co-Trustees
Who are the alternate Successor Co-Trustees?
For example: Robert J. Parker, Milwaukee, Wisconsin, Elizabeth T. Parker, Milwaukee, Wisconsin.
Co-Trustee (1)
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Co-Trustee (2)
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Enter the name, value and description of property that you will transfer into this trust, one at a time. You will be able to enter more than one item.
Additional Assets Use a blank page
Asset Name
Asset Value
Asset Description

How often will you receive payments from this trust?
The Trustee will distribute to you as much of the net income of this Trust as is necessary for your support or as much as you designate.
Frequency of payments

After your death, will specific distributions be made from the Trust assets?
You can provide that specific distributions (cash, a family heirloom, etc.) be made upon your death. And, because you don’t know whether family members will survive you, the distribution can be made dependent on whether or not they do. If desired, see the example in the help provided.
- Yes
- No

Do you have any pets?
If you select “Yes,” you can add protections for your pets into this Living Trust.
- Yes
- No
Would you like to designate a caretaker for your pet?
- Yes
- No
Describe Your Pet
Describe your pet. For example: Cat, Garfield. Enter each pet’s type, name and description. You will be able to include as many pets as you need, one at a time.
Type of Pet
Pet Name
Pet Description
Specify any instructions you would like to leave for the care of your pet(s).
For example: health history, special needs, favorite toys & activities, eating habits, exercise regimen, required medications, and wishes for the final disposition of your pets.

Who will be the caretaker of your pet?
Provide the name and address of the person who will be responsible for the care of your pet(s). For example: Jim Johnson, 222 Apple Street, Orchid, CA 90000.
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

If the caretaker is unable or unwilling to care for your pet, who will be the alternate caretaker?
Provide the name and address of the person who will be responsible for the care of your pet(s). For example: Jim Johnson, 222 Apple Street, Orchid, CA 90000.
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

How much money do you want to leave the caretaker for the care of your pet?
Enter the amount you think would cover the expenses related to the care of your pet, such as for: veterinary bills, food, toys, grooming, etc., for the life of your pet. For example: $10,000.

Upon termination of the Pet Trust, who should receive the remaining assets?
Designate the person who will receive the remaining assets of the terminated Trust. For example: Albert Smith, 888 Orange Street, Orchid, CA 91111.
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Who do you want to enforce the provisions of the Pet Trust?
Enter the name of the person you would like to ensure the appropriate care of your pets by your pet caretaker. For example: Jim Johnson

Will all of your tangible personal property be distributed separately from the remaining assets?
Select “Yes” to include instructions for the distribution of all of your tangible personal property (includes vehicles, household goods, etc.).
- Yes
- No
Who will receive the remaining assets of the Trust?
Select the appropriate recipients of the remaining or residuary assets of the Trust. If you select children and if a child does not survive you, that child’s children will receive that share.
- Only one beneficiary
- Several beneficiaries
- Your Spouse
- Outright to your children
- Retained by the Trustee for the benefit of your minor children
- Heirs-at-law

Who is the Beneficiary of the remaining assets?
For example: John Q. Doe, Kenosha, Wisconsin
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

How often should the Trustee provide a written accounting to the Beneficiaries?
The Trustee will provide an accounting on a(n) ___________ basis.
Usually, an accounting is required monthly (for a large, active trust) or annually (for a smaller trust).
Will any unnamed successor Trustees be required to post a bond?
If it becomes necessary to appoint a successor Trustee and there are no further nominations in this Trust, consider whether that yet-unnamed successor Trustee should be bonded.
- Yes, unless you are the Trustee
- Yes, unless the Trustee is you or a corporation
- No
Will you be allowed to control the Trust investments as long as you are mentally competent?
Select “Yes” to allow you to control the investments of the Living Trust, even if a successor Trustee has been appointed.
- Yes
- No
Will the Trustee be released from personal liability?
Select “Yes” to relieve the Trustee (“the Fiduciary”) from personal liability arising out of the performance of the Trustee’s duties as long as the Trustee acts in good faith.
- Yes
- No

Will the beneficiaries be required to survive you by thirty days in order to receive any distributions?
If a beneficiary dies within thirty days after your death, you may want the distribution to pass on to someone you have chosen rather than someone chosen by the deceased beneficiary in his or her will or Trust. If so, select “Yes”
- Yes
- No
Do you want to specify who died first if you and your spouse die at the same time?
Select “Yes” to specify the order of death between you and your spouse. Each spouse can state that the other died first.
- Yes
- No
Who died first?
Select the person who should be presumed to have died first in the event of a simultaneous death.
- You
- Your Spouse
In what county will this Trust be signed?
If known, enter the county, in which the Trust will be signed.
County ____________ (not country)

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Who will carry out the terms of the Trust?

Who is the first Co-Trustee?

Who is the Second Co-Trustee?

Who will serve as successor Trustee when both Co-Trustees can no longer serve?

Who are the Successor Co-Trustees?

Successor Co-Trustee (1)

Successor Co-Trustee (2)

Successor Co-Trustee (3)

Who will carry out the terms of the Trust if the Co-Trustees are unable to?

Who are the alternate Successor Co-Trustees?

Co-Trustee (1)

Co-Trustee (2)

Enter the name, value and description of property that you will transfer into this trust, one at a time. You will be able to enter more than one item.

How often will you receive payments from this trust?

Describe Your Pet

Who will be the caretaker of your pet?

If the caretaker is unable or unwilling to care for your pet, who will be the alternate caretaker?

Upon termination of the Pet Trust, who should receive the remaining assets?

Who is the Beneficiary of the remaining assets?

How often should the Trustee provide a written accounting to the Beneficiaries?

In what county will this Trust be signed?

Questions?

Learn More About Living Trusts

Living Trusts

What is a Living Trust?

3 Easy Ways
to Request a Signing

Durable Power of Attorney

Living Trust

Public Notary

Estate Planning

Loan

Living Trusts

Take Care of End Life Expenses, Quickly

Step 1 of 20

Who will carry out the terms of the Trust?

Who is the first Co-Trustee?

Who is the Second Co-Trustee?

Who will serve as successor Trustee when both Co-Trustees can no longer serve?

Who are the Successor Co-Trustees?

Successor Co-Trustee (1)

Successor Co-Trustee (2)

Successor Co-Trustee (3)

Who will carry out the terms of the Trust if the Co-Trustees are unable to?

Who are the alternate Successor Co-Trustees?

Co-Trustee (1)

Co-Trustee (2)

Enter the name, value and description of property that you will transfer into this trust, one at a time. You will be able to enter more than one item.

How often will you receive payments from this trust?

Describe Your Pet

Who will be the caretaker of your pet?

If the caretaker is unable or unwilling to care for your pet, who will be the alternate caretaker?

Upon termination of the Pet Trust, who should receive the remaining assets?

Who is the Beneficiary of the remaining assets?

How often should the Trustee provide a written accounting to the Beneficiaries?

In what county will this Trust be signed?

Questions?

Learn More About Living Trusts

Living Trusts

What is a Living Trust?

3 Easy Waysto Request a Signing

3 Easy Ways
to Request a Signing