Revocable Trust – Document Builder 👷♂️ Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.1234567Select your Country *— Select Choice —United StatesAustraliaAustriaCanadaFranceGermanyIndiaNigeriaNetherlandsNew ZealandSouth AfricaSouth KoreaSpainUnited KingdomState 🇺🇸 *— Select Choice —AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingCity 🇦🇺 *— Select Choice —Sydney (NSW)Melbourne (VIC)Brisbane (QLD)Perth (WA)Adelaide (SA)Canberra (ACT)Hobart (TAS)Darwin (NTState 🇦🇹 *— Select Choice —BurgenlandCarinthia (Kärnten)Lower Austria 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this a restatement of an existing trust?NoYesPrior trust date/title👥 Trustees & RolesInitial trustee(s) *Successor trustee(s) Co-trustees actJointlySeverallyJointly with tie-breakerTrustee compensation WaivedReasonable hourlyFixed % of assetsOtherCompensation detailsBond required?YesNoTrust protector appointed?NoYesTrust protector powers/identityPreviousNextSave and Resume Later👨👩👧 BeneficiariesPrimary beneficiaries *Contingent beneficiariesLineal distribution method Per stirpesPer capitaPersons intentionally excluded 💸 Lifetime DistributionsDuring grantor’s lifetime, distributions allowed?HEMS (Health, Education, Maintenance, Support)As requested by grantorNoneIncapacity standard & proofCo-grantor support from trust?NoYesNotes on community/marital propertyPreviousNextSave and Resume Later🎁 Specific Gifts at DeathMonetary gifts Specific items Charitable gifts If item not owned at death LapseReplace with cash of fair value🪙 Residuary DispositionPlan *— Select Choice —All to spouse, then descendantsTo descendants in trustBy % to named beneficiariesTo charityOtherBeneficiaries & percentagesMinor’s distribution style Hold in trust until age(s)Staggered distributionsTrustee discretionTermination/age(s) or schedulePreviousNextSave and Resume Later🏠 Funding & AssetsReal property to be titled to trust Bank/brokerage accounts to retitle Business interests/LLC unitsPersonal property assignment Life insurance Trust is beneficiaryTrust is ownerNot applicablePolicy details Retirement accounts: trust as beneficiary?NoYes—primaryYes—contingentAccount details & beneficiary %🧾 Taxes & IDUse grantor’s personal tax ID during life?YesNo—use EINTrust EINOptional marital/credit-shelter structure NoneDisclaimer planA/B (credit shelter + marital/QTIP)OtherNotes on marital/QTIP/credit shelter settingsPreviousNextSave and Resume Later🛡️ Protections & Special SituationsSpendthrift clause included?YesNoSpecial needs beneficiary?NoYes—create supplemental needs sub-trustSNT beneficiary details & trustee directionsSubstance-abuse safeguards?NoYes—testing & treatment contingenciesSafeguard termsPet trust?NoYesCaregiver, vet, funding📚 Administration & OversightInvestment standardPrudent InvestorConservativeIncome-tiltedTotal-returnAccounting/reporting cadence to beneficiariesTrustee removal/replacement mechanismBeneficiary voteProtectorCourtOtherRemoval/appointment detailsPreviousNextSave and Resume Later🏛️ Governing Law, Situs & DisputesTrust situs Dispute method *— Select Choice —MediationArbitrationCourtUse different governing law than the previously provided country/state?NoYesGoverning lawNo-contest clause included?NoYes✍️ ExecutionSigning dateSigning locationNotary required?NoYesNotary detailsWitness #1 Witness #2Schedules/attachments PreviousGenerate Draft DocumentSave and Resume Later Your form entry has been saved and a unique link has been created which you can access to resume this form. 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