Setup checklist
Living trust creation checklist
Use this as a preparation guide before professional drafting and review.
People and roles
- Grantor information
- Initial trustee
- Successor trustee candidates
- Beneficiaries and backup beneficiaries
- Guardianship discussion topics
Assets and funding
- Real estate list
- Bank and brokerage accounts
- Vehicles and titled property
- Business interests
- Digital assets and passwords
- Beneficiary designation review
Review and handoff
- Attorney questions
- Tax professional questions
- Annual review date
- Trustee instruction packet
- Document storage plan