I will draft a revocable living trust and estate planning documents
Experienced Estate Planning and Probate Attorney
About this Gig
Want greater control over how your assets are managed and distributed as part of your estate plan?
I provide professional drafting and review assistance for revocable living trusts and related estate-planning documents.
I can assist with:
- Revocable living trusts
- Individual or joint trust structures
- Grantor and trustee provisions
- Successor trustee appointments
- Beneficiary and distribution provisions
- Incapacity-related provisions
- Review and revision of existing trusts
What you receive:
- Trust provisions tailored to your objectives
- Clear trustee powers and responsibilities
- Organized beneficiary instructions
- Professional legal structure and formatting
- Identification of important planning issues
- Confidential and personalized service
A trust is more than a template. The document should reflect your assets, family circumstances, beneficiaries, intended administration, and applicable law.
Please contact me before ordering with your jurisdiction, intended trust structure, trustees, beneficiaries, general asset information, and planning objectives.
Document type:
Documentation
•
Reports
Industry:
Government & law
Language:
English
Delivery style preference
Please inform the freelancer of any preferences or concerns regarding the use of AI tools in the completion and/or delivery of your order.
FAQ
Q: What is a revocable living trust?
A: It is an estate-planning arrangement through which assets can be managed under trust terms during life and distributed according to those terms.
Q: Can you draft a living trust from scratch?
A: Yes. I can prepare an appropriate customized trust based on the information and objectives you provide.
Q: Can I choose my successor trustee?
A: Yes. The trust can identify who should serve as successor trustee according to your instructions and applicable requirements.
Q: Can a trust include multiple beneficiaries?
A: Yes. Appropriate distribution provisions can address multiple beneficiaries and different distribution instructions.
Q: Does creating the trust automatically transfer my property into it?
A: No. Trust funding generally requires additional steps involving the assets intended to be held by the trust.
Q: What information do you need?
A: Provide your jurisdiction, trustees, beneficiaries, general assets, distribution wishes, family circumstances, and estate-planning objectives.
