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Download template forms for the six most common trust types.
The most common trust type. Create a revocable trust that avoids probate while keeping full control of your assets.
Protects assets from creditors and reduces estate taxes. Once created, this trust generally cannot be changed.
Manages assets for your family with controlled distributions. Set conditions on when and how beneficiaries receive their share.
Provides for a family member with disabilities without disqualifying them from government benefits like SSI and Medicaid.
Supports charitable organizations while providing tax benefits. Choose between charitable remainder and charitable lead trusts.
Shields your wealth from lawsuits and creditors. Commonly used by business owners and high-risk professionals.
Essential companion documents that every trust needs.
A summary document that proves your trust exists without revealing all the private details. Required by most banks and title companies.
Change specific provisions of an existing revocable trust without rewriting the entire document.
A safety net that transfers any assets you forgot to put in the trust. Every trust should have a pour-over will as a backup.
The official inventory of assets held in your trust. Lists all property, accounts, and valuables transferred into the trust.
Our 7-step wizard walks you through every field with plain-English explanations. Create a professionally formatted trust document in about 45 minutes.
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