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Our joint revocable living trust

  • Checkmark Helps avoid probate court and save money
  • Checkmark Ensures your assets are distributed quickly
  • Checkmark Ensures that you retain control over trust assets during your lifetime
  • Checkmark Can be easily revoked or amended at any time
  • Checkmark Is compliant throughout all states and the District of Columbia

Create your document in 3 steps

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Simplify your estate planning

Streamline the process of transferring your most valuable property with a joint revocable living trust.

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Pay Less in Probate Fees

Save up to 15-20% of the value of the trust in probate fees while ensuring that your assets will be distributed to your beneficiaries.

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Avoid Probate Court

One huge advantage of this document is that the assets in the trust will avoid probate court upon the death of its creator.

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How to create a joint revocable living trust in 3 steps

Complete Obligations

1

Gather Information

Begin by adding the relevant information for each Grantor, such as name and address. Grantors are the people creating, funding, and signing the joint revocable living trust.

Living Trust

2

Describe the Assets

Enter the name, description, and value of each asset that will be added to the trust. It is very important to provide a description that specifically identifies the asset in order to avoid unwanted confusion.

Review and Sign

3

Review and Notarize

After completing your joint revocable living trust, be sure to review it thoroughly to ensure that it meets your needs. Be sure to sign your trust in front of a notary public.

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Help Guide

Table of contents

This guide contains a description of the main sections of our joint revocable living trust. Note that some of the sections are optional depending on how you answer our questionnaire.

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