Revocable trust builder
Revocable living trust builder
Answer plain-English questions and get fill-in revocable trust documents, a pour-over will, a funding checklist and signing steps for your state.
Do this first
Start with step 1, the screening questions. If any apply to your family, please talk to an attorney: the builder will still make a draft you can bring to that meeting.
Rules that differ by state
- Signing a living trust
- Choose a state to see this rule.
- Signing a will
- Choose a state to see this rule.
- Self-proving affidavit
- Choose a state to see this rule.
- Community property
- Choose a state to see this rule.
Not sure you need a trust? If your loved one has no real estate and nearly everything is in bank, investment and retirement accounts, beneficiary forms may be simpler. See when it's only money.
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What you get
- The revocable living trust agreement, Schedule A (the property list) and a certification of trust for banks.
- A pour-over will for each person making the trust, with a guardian nomination if there are minor children.
- A general assignment of household belongings, and a fill-in memorandum for keepsakes.
- A letter to the successor trustee, a funding checklist, signing instructions for your state, and a guide to keeping the trust current.
Everything is created in your browser. Download it as a Word file, or print it (or save it as a PDF) from the last step.
Sources
Last reviewed: September 28, 2026