Revocable Trust

Revocable living trust for all 50 states: avoid probate, name beneficiaries, set distribution rules, and appoint a successor trustee.

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SELF-HELP SERVICE: SimplyTrust provides a self-help document preparation service. We are not a law firm and cannot provide legal advice, select forms for you, or tell you how to complete forms. Our role is limited to providing a platform where you input your own information into document templates.

NOT LEGAL ADVICE: This document was created entirely based on your selections. SimplyTrust does not review, analyze, or verify your entries, nor do we verify your identity, capacity, or authority to act. You are solely responsible for determining whether this document meets your needs and for completing all required execution formalities (signatures, witnesses, notarization, or recording) in accordance with your state's laws. For any legal questions, consult a licensed attorney in your state.

Frequently Asked Questions

A revocable living trust holds your assets during your lifetime. You remain in full control and can change or revoke it at any time. After death, assets pass to your beneficiaries without going through probate court.

A will goes through probate court. A trust transfers assets privately after death, avoiding probate. Many families with a trust also use a pour-over will as a safety net. Use our Trust vs. Will comparison tool to see which fits your situation.

Real estate, bank accounts, investment accounts, vehicles, and personal property. Retirement accounts (401k, IRA) use beneficiary designations rather than being retitled. Life insurance policies can name the trust as beneficiary.

You name a trustee. Most people name themselves during their lifetime, with a successor trustee who takes over if they become incapacitated or pass away.

Many families with a trust also use a pour-over will — one way to direct assets not transferred during your lifetime into the trust. A will also lets you name guardians for minor children, which a trust cannot do. Create a Pour-Over Will with our document form.

A revocable trust can be modified, amended, or revoked by the grantor at any time. The grantor keeps full control during their lifetime, and all trust income is reported on the grantor's personal tax return as a grantor trust (IRC § 676). An irrevocable trust, by its terms, cannot be modified, amended, or revoked once created (IRS, Abusive Trust Tax Evasion Schemes: Questions and Answers). Irrevocable trusts serve narrower purposes — typically estate tax reduction or creditor protection — where the grantor is willing to give up control in exchange for those benefits. Most everyday estate planning uses revocable trusts for flexibility.

Is this your situation?

Get a complete guide for your specific circumstances.

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

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New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

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Forms for Planning Your Estate

Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.

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Pour-Over Will

Catch anything outside your trust. Pairs with your revocable trust.

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Tools for Planning Your Estate

Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.

How Much Does a Revocable Living Trust Cost?

Compare revocable living trust costs across providers including online services and attorneys.

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How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?

Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.

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Do I Need a Revocable Trust?

Find out if a revocable trust makes sense based on your state, estate value, and family situation.

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How Do I Open a Trust Account at My Bank?

Compare trust-account requirements bank by bank: how a revocable trust account is opened or retitled, and what proves the trust.

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Trust or Will: Which Costs Less?

Compare the cost of probate vs a trust for your state and estate value.

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How Do I Sign Estate Documents?

Find witness, notary, and remote signing requirements for all 50 states.

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Will My Estate Documents Transfer?

Check if estate planning documents signed in one state are valid in another.

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Frequently Asked Questions

You name a trustee. Most people name themselves during their lifetime, with a successor trustee who takes over if they become incapacitated or pass away.