People and roles
Identify the grantor, initial trustee, successor trustees, beneficiaries, alternates, agents, and any guardians or other related appointments.
Trust Services
Individual Living Trust
An individual living-trust intake organizes one trust-maker’s people, property, successor roles, distribution instructions, incapacity planning, and related documents.
Property and instructions
List real estate, accounts, business interests, valuable property, insurance, beneficiary-designated assets, and intended distributions without sending private account numbers by ordinary email.
Related documents
A plan may discuss a pour-over will, certificate of trust, financial power of attorney, health-care documents, assignments, deeds, and property schedules.
What to consider or prepare
- Legal names, relationships, contact information, and successor choices
- Family circumstances and any beneficiaries needing special planning
- Property categories, titles, locations, debts, and beneficiary designations
- Existing wills, trusts, deeds, powers, and amendments
- Distribution timing, conditions, alternates, and incapacity preferences
Important: A revocable living trust does not automatically protect the grantor’s assets from creditors, eliminate every probate issue, or transfer property without proper funding.