Preparation
Explore what goes into preparing a revocable living trust — documents, decisions, and steps families work through before getting started.
What do I need to gather before setting up a living trust?
Before creating a living trust, families typically pull together a list of assets — real estate deeds, bank and investment account details, vehicle titles, and any existing insurance policies. You'll also want to think through who will serve as your successor trustee and who your beneficiaries are, since those decisions shape the entire document. Having property addresses and account numbers on hand speeds up the process considerably. One common oversight is forgetting to list digital assets or accounts held jointly, which can complicate the transfer process later.
