Revocable Living Trust Forms
All states | 2 types
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.
When To Use a Living Trust Template
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:
- You want to avoid probate and make things easier for your family after your death;
- You own real estate in more than one state;
- You have valuable assets you want to pass down smoothly (like a house, business, or investments);
- You want to keep your estate matters private (unlike a will, which becomes public);
- You have minor children or dependents and want to manage how they receive assets;
- You’d like to name someone to manage your assets if you become sick or unable to handle them;
- You want flexibility to change or cancel the trust later if your life situation changes;
- You’re planning for the long-term care of a loved one with special needs.
How To Fill Out a Living Trust Document
1. Add the names of the people involved
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”).
2. Include marital status
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.
3. Give the trust a name
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."
4. Decide what happens after the settlor passes
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.
5. Fill out survivorship rules
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.
