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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.

Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.

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If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.

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To leave property to your living trust, name your trust as beneficiary for that property, using the trustee's name and the name of the trust. For example: John Doe as trustee of the John Doe Living Trust, dated January 1, 20xx.
It is quite common (and perfectly legal) for the person named as executor of a Will to also be a beneficiary. In fact, it's not unusual for the executor to be the main beneficiary. It's also more than acceptable to not name your executor as a beneficiary.
To leave property to your living trust, name your trust as beneficiary for that property, using the trustee's name and the name of the trust. For example: John Doe as trustee of the John Doe Living Trust, dated January 1, 20xx.
Duty to disclose information: Beneficiaries must receive sufficient information about the trust assets. Duty to keep accounts: Trustees should generally provide beneficiaries with the trust accounts upon request and need a very good reason to refuse to disclose them.
What information should an Executor provide to a Beneficiary? Beneficiaries should be provided with general information about the estate and the assets involved and also a copy of the Will should they request one.