34 Best Living Trust Form Templates

1. Choose the correct trust type and jurisdiction Ensure you select the appropriate living trust form for your state and relationship goals (revocable vs irrevocable) and that the form complies with local laws. This prevents enforceability issues and ensures proper administration.

2. Include complete asset and beneficiary information Clearly list all assets to be funded into the trust and name all beneficiaries with accurate details. Ensure titles match how assets are held and update the form as life changes occur.

3. Define key administration and funding steps Specify the successor trustee, powers, and process for transferring assets into the trust, plus provisions for a pour-over will and probate avoidance. This ensures smooth management and reduces future disputes.