The Process of Creating a Living Trust
LegalZoom makes it easy and convenient to create a Living Trust.
The following is a detailed description of our Living Trust process.
- Complete our easy online questionnaire.
- We create your LegalZoom Living Trust documents within 2 business days.
Our document specialists review your work for spelling, consistency and completeness before completing your document.
- We send your Living Trust to you.
Your documents will be shipped according to your handling instructions.
- Execute Your Living Trust.
Your Living Trust package will include easy step by step instructions on how to validate your Living Trust. Generally, your Living Trust needs to be signed in the presence of witnesses and/or a notary. Your witnesses should be over 18 years old and not be related to you or to any beneficiaries named in your living trust. Your witnesses will also sign the document.
- Fund your living trust.
Your LegalZoom Living Trust package will include transfer letters to send to banks, financial institutions and other entities. You will receive specific instructions on how and where to send these letters. If you would like to transfer real estate into the trust, we can also prepare the deeds and record them with the county recorder's office.
- Store your living trust in a secure location.
Keep the original copy of your living trust in a safe place. Copies should be given
to appropriate family members and to the person named as your successor Trustee. Select LegalZoom's Vaulting Services if you would like LegalZoom to store a copy of your Living Trust.
- Keep your LegalZoom Living Trust up-to-date.
Updating your living trust is extremely important, especially after significant life events such as marriage or the birth of children. Select our Comprehensive package, and get a free 30-day trial membership to Legal Advantage Plus (where available). As a member, take advantage of free revisions to your living trust and other benefits.