We'll need some basic information to create your personalized trust document.
💡 Why we need this info
Your trust document must be customized to your state's laws. We'll use this information to ensure your living trust complies with local regulations and properly identifies you as the trust creator (grantor).
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Legal Full Name
Use your complete legal name exactly as it appears on government IDs and property documents.
Example: "Robert James Anderson" not "Bob Anderson"
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Contact Email
We'll send your completed trust document and receipt to this email address.
Example: robert.anderson@gmail.com
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Why Birth Date Matters
Confirms your legal capacity to create a trust. All trust creators must be 18+ and of sound mind.
Typical trust creators are 35-75 years old
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Primary Residence
The address where you currently live. This determines which state laws apply to your trust.
Example: 4821 Lakeview Drive, Seattle, WA 98102
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County of Residence
Required for trust recording and notarization purposes.
Example: King County, Pierce County
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State Laws Apply
Each state has specific trust requirements. Washington state living trusts follow RCW 11.98 (Trust Act).
Most users select Washington
Step 2 of 6
Choose Your Trustees
Who will manage your trust if you pass away or become incapacitated?
💡 Understanding Trustees
You are the initial trustee while you're alive and capable. The people you name here take over only when needed. Primary Trustee: Usually your spouse — takes over if you become incapacitated or pass away. Successor Trustee: Backup if your primary trustee can't serve. Choose someone organized, trustworthy, and willing to handle financial matters.
Primary Trustee
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Primary Trustee
The person who manages your trust if you become incapacitated or pass away. They'll handle finances, pay bills, and distribute assets.
Example: "Sarah Anderson, my spouse — she knows my wishes and lives nearby"
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Common Choices
Most people choose their spouse. If unmarried, an adult child or sibling. For large estates ($2M+), some choose a professional trustee (bank/attorney).
70% choose spouse, 20% adult child, 10% professional
Successor Trustee (Backup)
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Successor Trustee
Backup trustee if your primary trustee can't serve (declines, predeceases you, or becomes incapacitated). Not required but strongly recommended.
Example: "Michael Anderson, my son — he's financially savvy and organized"
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Choosing a Backup
Pick someone younger or in better health than your primary trustee. Adult children are common successor choices.
If spouse is primary, adult child is typical successor
Step 3 of 6
List Your Beneficiaries
Who should inherit your assets?
💡 About Beneficiaries
Beneficiaries inherit your trust assets when you pass away. List everyone who should receive something — children, spouse, grandchildren, charities, etc. You'll specify exact distributions (percentages or specific items) in the final document. Typical setup: If married, spouse gets everything; if spouse predeceases you, children split equally. Minor children: Assets held in trust until they reach 18-25 (your choice).
+ Add Beneficiary
Step 4 of 6
Describe Your Assets
What property and assets should be included in the trust?
💡 What Goes in a Living Trust?
Include: Real estate (primary home, vacation property, rental property), bank accounts, investment accounts, business interests, vehicles. Don't include: Retirement accounts (401k, IRA — use beneficiary designations instead), life insurance policies (use beneficiary designations), assets with payable-on-death designations. Why? Trust assets avoid probate. Retirement accounts have their own beneficiary system and shouldn't be in trusts (creates tax issues).
+ Add Asset
Step 5 of 6
Preview Your Trust Document
Review your personalized trust package before purchasing. The final version will be delivered without watermarks.
📄 What You're Getting
This is a Washington-compliant living trust document customized with your information. It includes: trust declaration, trustee powers, beneficiary provisions, asset transfer instructions, and signature pages. Next steps after purchase: (1) Have an estate attorney review it ($200-400 typically), (2) Sign it in front of a notary, (3) Transfer your assets into the trust (re-title property, update account names). This avoids probate and speeds up distribution to your beneficiaries.
✨ This is your personalized trust package. Purchase to download the final version without watermarks, ready for notarization.
Step 6 of 6
Download Your Trust
Your customized living trust is ready. Complete payment to download.
Secure PDF download with attorney-reviewed template
$79
One-time payment • Instant download • Ready for notary