The Process of Creating a Living Trust
LegalZoom makes it easy and convenient to create a Living Trust.
Our team of specialists handles all the details from start to finish. The following is a detailed description of our Living Trust process.
- Complete our easy online questionnaire.
- We prepare your LegalZoom Living Trust within 2 business days.
Our document specialists review your answers for completeness and common mistakes before preparing your customized living trust.
- We send your Living Trust to you.
Your customized document will be shipped according to your instructions.
- Sign your living trust in the presence of a notary and 3 witnesses.
Your three witnesses should not be related to you or to any beneficiaries named in your 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.
Make sure your closest relatives know where to find it.
- Keep your LegalZoom Living Trust up-to-date.
If you anticipate updating your living trust in the future, select our Gold Package. You'll receive 5 free revisions for up to 5 years. |
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