Filings
Learn about estate planning filings and documentation requirements. Discover what forms are needed for trusts, probate, and estate administration processes.
When do I need to file documents for my living trust?
Most living trusts don't require filing during your lifetime - they remain private documents. However, you'll need to complete transfer documents to move assets into the trust, such as deeds for real estate and beneficiary forms for accounts. After death, trustees may need to file certain documents depending on state requirements and trust provisions.
