California Living Trust
Living Trusts help manage your assets during your life and after. Our attorney-drafted templates are quick and easy to complete.
Living Trust - Irrevocable
PopularEstablishes an irrevocable living trust to manage and transfer assets during and after your lifetime, bypassing the probate process.
Similar documents: key differences
- Revocable Trust vs. Irrevocable Trust — Revocable trusts can be changed or canceled, while irrevocable trusts typically cannot.
- Living Trust vs. Will — A living trust avoids probate, while a will goes through probate.
- Grantor Trust vs. Non-Grantor Trust — Grantor trusts allow the creator to retain control, while non-grantor trusts do not.
- Family Trust vs. Individual Trust — A family trust benefits multiple family members, while an individual trust benefits one person.
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Types of Living trusts forms
Revocable for Married Couple
Create a flexible estate plan that lets married couples manage and transfer their assets easily and efficiently.
Husband and Wife with Minor
Establish a trust to manage and protect your family's assets during your lifetime and provide for them after you're gone.
Husband and Wife with No Children
Plan for your estate with a trust that ensures an easy transition of assets to your spouse without the need for children as beneficiaries.
Husband and Wife with One Child
Create a living trust to manage and protect assets for married partners and their child, ensuring a smoother estate transition.
Revocable for Single Person
Establish a flexible estate plan that you can modify anytime, making it ideal for individuals managing their own assets.
Living Trust - Basic Revocable
Create a personalized estate plan that allows you to manage and distribute your assets during your lifetime and after your passing.
Irrevocable
Ensure your assets are managed without court involvement during incapacity or after death.
Individual, Who Is Single, Divorced
Create a flexible estate plan that ensures your children inherit according to your wishes.
Individual as Single, Divorced
Create a living trust to manage your assets, ensuring they are distributed according to your wishes upon your death.
Assignment
Use this document to assign property to a living trust, ensuring effective management and distribution of your assets.
Financial Account Transfer
Easily transfer financial accounts into a living trust to ensure your assets are managed according to your wishes.
Letter to Lienholder
Notifying the lienholder of a property transfer to a living trust ensures proper records and recognition of the trust's ownership.
Property Record
Organize and document property held within a living trust to ensure proper management and distribution for beneficiaries.
Amendment
Make necessary updates to your existing living trust with this form, ensuring your wishes are accurately reflected in your estate plan.
Revocation
Officially revoke a previously established trust to reassign assets and responsibilities effectively.
Common California Living Trust documents
- Revocable Living Trust — manage assets while retaining control during your lifetime.
- Living Trust Agreement — outlines the terms and conditions of the trust.
- Amendment to Living Trust — modify existing trust provisions or terms.
- Revocation of Living Trust — formally cancel a previously established trust.
- Family Trust — set up to manage family assets and provide for loved ones.
- Joint Living Trust — a trust created by two or more individuals for shared assets.
FAQs
A trust can complement a will, providing additional benefits like avoiding probate.
Without a plan, state laws will determine asset distribution, which may not align with your wishes.
Review your trust regularly and update it after major life changes.
Beneficiary designations can override trust provisions and should be coordinated with your overall plan.
Yes, you can designate separate individuals for financial and healthcare decisions in your planning documents.
Key legal points
- Living Trusts provide flexibility and control over asset management.
- They can help avoid probate, streamlining the transfer of assets.
- Trusts can be amended or revoked as circumstances change.
- Assets placed in a trust may be protected from creditors.
- Trustees manage assets according to the terms set forth in the trust.
How to get started
Begin your Living Trust journey with these simple steps.
- Find a template or package that fits your situation.
- Review the description, preview, and signing requirements.
- Get full access with a subscription.
- Complete it in the online editor.
- Export or send: download, email, USPS mail, notarize online, or send for e-signature (Premium).
Practical tip
Consider listing alternate beneficiaries to ensure your wishes are met.
