Making sure your money and land go to the right people after you die with a living trust form is smart. This way, you don't have to go through the long and expensive court process called probate. In the long run, it helps your family and lets you keep control of your assets while you're still living.
A sample living trust lets you clearly decide who gets what, and it keeps everything private. Since it’s a revocable trust, you can change or cancel it anytime if your life or plans change. It gives you control now and peace of mind for the future.
Use the living trust sample PDF when:
Start by filling in the names and addresses of the person creating the revocable living trust template (the Settlor) and the person who will manage the trust (the Trustee).
This Living Trust Agreement is entered into on April 10, 2025 (the “Effective Date”) by and between James Monroe, an individual registered at 123 Hilltop Rd, Denver, CO 80205 (the “Settlor”), and Emily Greene, an individual registered at 456 Elm St, Denver, CO 80210 (the “Trustee”).
State whether the Settlor is married and, if so, include their spouse's name.
Marital Status. The Settlor is currently married. The name of the Settlor’s spouse is Margaret Monroe.
This is the official name of the trust that will be used in legal documents.
Title of Trust. The initial trust created by this Trust Agreement shall have the following title: "Revocable Trust of James Monroe."
Specify who gets what after the Settlor dies. These are called “gifts at death” in the living trust sample.
The Trustee shall distribute to Michael Monroe $10,000. However, this gift shall lapse if Michael Monroe fails to survive the Settlor.
This section of the living revocable trust form explains who qualifies to receive property from the trust and how long they must survive the Settlor.
Survivorship. No person shall be deemed to have survived the Settlor if such a person dies within 30 days after the Settlor’s death.
These are just a few key parts of the revocable trust form, but Loio makes the rest easy, too. The online living trust walks you through everything step-by-step, and you can even fill it out as a PDF or sign it digitally with Loio Sign.