Create Your Living Trust Online

Trustor Information

The person(s) creating the trust.

Full Legal Name * Enter your name exactly as it appears on legal documents

Email Address *

Phone Number

Date of Birth *

Last 4 digits of SSN * For identification purposes only

Second Trustor Information

Spouse's Full Legal Name *

Spouse's Date of Birth *

Spouse's Last 4 digits of SSN *

Current Address *

City *

State * Select State California

ZIP Code *

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Who will manage your trust?

Choose your initial and successor trustees.

Initial Trustee

Most people name themselves as the initial trustee to maintain control of their assets.

Who will be the initial trustee? *

Myself

Both of us (Joint Trust)

Someone else

Initial Trustee's Name *

Relationship to You *

Successor Trustees

These people will manage the trust if you become incapacitated or pass away.

First Successor Trustee *

Relationship * Select Relationship Spouse Child Parent Sibling Friend Professional Trustee Other

Second Successor Trustee (Optional) In case the first successor cannot serve

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What assets will go into your trust?

List major assets you want to protect from probate.

Common Trust Assets

Real estate, bank accounts, investment accounts, business interests, valuable personal property

Do you own real estate? *

Yes

No

+ Add Property

Financial Accounts to Include:

Bank Accounts (Checking, Savings)

Investment/Brokerage Accounts

Retirement Accounts (401k, IRA)

Business Ownership Interests

Other Valuable Assets (Optional)

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Who will inherit your trust assets?

Specify how your assets will be distributed.

Primary Distribution Plan *

All to spouse, then children equally

Equally among children

Custom distribution

Custom Beneficiaries

+ Add Beneficiary

At what age should beneficiaries receive their inheritance? *

18 (Legal adult)

25 (Recommended)

30

Staggered (1/3 at 25, 1/3 at 30, 1/3 at 35)

Charitable Gifts (Optional)

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Review your Living Trust

Please confirm all information is correct.