Revocable Living Trust Kit

A revocable living trust is often used to create a clear plan for how assets are managed during life and how they pass to the next generation. This kit brings the key documents together in one place and is designed to help you complete the trust, cover common gaps, and stay organized through the signing and follow-up steps. The goal is simple: give you a clean, attorney-drafted set of documents with instructions and a practical checklist so the trust plan is consistent and usable.

The package includes a Revocable Living Trust document, which sets out the terms of the trust, identifies the trustee and successor trustee, and explains how assets are to be handled and distributed. It also includes a Pour Over Will, which works as a back-up document so assets that are still in your individual name at death can be directed into the trust as part of your overall plan. Because a trust only works well when it is properly implemented, the kit includes a Trust Funding Checklist to help you identify which assets may need title changes or beneficiary updates. Finally, the Trust and Will Instructions provide step-by-step guidance for completing the forms, understanding key choices, and handling signing requirements.

Documents included

• Revocable Living Trust
• Pour Over Will
• Trust Funding Checklist
• Trust and Will Instructions

Key features

• Attorney-drafted and professionally formatted
• Organized sections and clear prompts to reduce confusion
• Includes a funding checklist to help you follow through after signing
• Pour over will included to help keep your plan consistent if assets remain outside the trust