Wills And Estate

Complete Legal Packages

Revocable Living Trust Package

A revocable living trust with the documents that actually make it work — funding instructions, retitling letters, a certification of trust, and a pour-over will.

Also called: revocable living trust, how to fund a trust, living trust vs will.

Revocable Living Trust Package document preview

What you walk away with

A clean multi-page PDF and DOCX after you finish — not a web-form dump. Preview the document before you pay.

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✓ Jurisdiction first (state → county)✓ State clause pack applied✓ Direct or guided path

Jurisdiction

Trust validity, execution formalities, recording requirements for real property transfers, and the treatment of pour-over wills are set by state law and vary. This package reproduces no state's prescribed wording and states no threshold.

$49.99

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When this fits

Use this document when…

Keeping property out of probate and private
Planning for someone to manage your affairs if you become incapacitated
Property in more than one state, where probate would otherwise happen in each
A plan you want to change over time without redoing everything

Before you start

Information you will need

Your details as grantor, the trustee, and successor trustees
The beneficiaries and what each receives
Assets to be transferred into the trust, and how each is currently titled
Instructions for distribution, including on incapacity and death
The institutions holding each asset
The governing state

What you receive

Trust planning worksheet
Revocable living trust instrument
Pour-over will
Assignment of personal property to trust
Certification of trust
Trust funding checklist and instructions
Institution retitling letters
All seven as separate PDF or DOCX files

Document questions

Questions about this document

What is a Revocable Living Trust Package?

A revocable living trust with the documents that actually make it work — funding instructions, retitling letters, a certification of trust, and a pour-over will.

How do I create a Revocable Living Trust Package?

Keeping property out of probate and private; Planning for someone to manage your affairs if you become incapacitated; Property in more than one state, where probate would otherwise happen in each

What should a Revocable Living Trust Package include?

Your details as grantor, the trustee, and successor trustees; The beneficiaries and what each receives; Assets to be transferred into the trust, and how each is currently titled; Instructions for distribution, including on incapacity and death; The institutions holding each asset

Special situations

A signed but unfunded trust does nothing for assets that were never transferred into it. Funding is the step people skip, and skipping it means the trust controls nothing.
The pour-over will catches assets you never moved into the trust — but those assets still go through probate first. It is a safety net, not a substitute for funding.
Real property has to be retitled by a recorded deed. A letter or worksheet cannot change title, and an unrecorded intention transfers nothing.
Retirement accounts are generally not retitled into a trust. Doing so can trigger immediate tax, and beneficiary designations are usually the right tool instead.
A revocable trust provides no creditor protection during your lifetime. If that is the goal, this is the wrong instrument.
A certification of trust lets institutions verify the trust without seeing its terms. Most will ask for one rather than the full document.

Frequently asked questions

What does funding a trust mean?

Actually transferring assets into it — retitling accounts, recording a new deed for real property, updating ownership records. A trust only controls what it owns. Signing the trust and stopping there is the single most common failure, and it leaves the entire plan doing nothing.

Does a living trust avoid probate?

For assets held in the trust, generally yes. For anything you never transferred in, no — those pass under the pour-over will and go through probate. Which is why the funding checklist matters more than the trust document.

Then why do I need a will as well?

The pour-over will catches whatever you did not transfer, and it is where you nominate a guardian for minor children, which a trust cannot do. It is a backstop, not an alternative.

Should I put my retirement accounts in the trust?

Usually not. Retitling a retirement account into a trust can trigger immediate tax consequences. Beneficiary designations are normally the right tool, and this is a question worth taking advice on rather than guessing.

Does a trust protect assets from creditors?

A revocable trust does not, during your lifetime. You retain control, so the assets remain reachable. Probate avoidance and creditor protection are different objectives requiring different instruments.

What is a certification of trust?

A short document confirming the trust exists, who the trustee is, and what powers they have, without disclosing the terms or beneficiaries. Banks and title companies generally prefer it to reading the whole trust.

Trust package compared with typical online trust plans

Document	Locke Direct	Typical online bundles
Revocable living trust	Instrument $24.99 or package $49.99	Trust & Will individual trust $499. LegalZoom basic trust from $399.
Pour-over will	Included in the trust package (residue only)	Included in Trust & Will trust plan.
Certification of trust	Included in the trust package	Included in Trust & Will trust plan.
Funding checklist and institution letters	Included; the page states that an unfunded trust does nothing	Trust & Will includes a funding guide. Signing is still not funding.
Membership / vault	None. Download the files.	Trust & Will vault $49/year.