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Grantor
Trustee
Assets
Beneficiaries
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Name of the Trust

Where does the Grantor Live?

Built for

Different states have different rules and regulations. Your Revocable Living Trust will be customized for Texas.

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Grantor

Who will be your Primary Trustee?

Frequently Asked Questions

Individual Living Trusts are usually appropriate for most people. However, you may want to create a Living Trust with your spouse if you live in a community property state, such as Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin.
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Trustee

Successor Trustee


+ Add Another Trustee
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Assets

e.g. My bank account with Bank of America, account number 1234567.

Frequently Asked Questions

Transferring assets into your trust, also called funding your trust, is an important step. Right now you're just listing assets to create an inventory to help your trustee. After you complete this document, we'll guide you through the simple process of funding your trust.
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Beneficiary Details


+ Add another beneficiary

Frequently Asked Questions

You can name an individual, charity, or business entity, such as a partnership or corporation, as a beneficiary. If you name a person with a disability, make sure you understand the possible impact on their eligibility for Supplemental Security Income and Medicaid.
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Signing Details

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