Revocable Living Trust DIY Packet

Take control of your estate planning with a comprehensive, organized DIY trust package designed to help you put your wishes into writing and organize the documents that support your estate plan.

The Revocable Living Trust DIY Packet is a comprehensive downloadable document package for individuals who want to create and organize their own revocable living trust and supporting estate-planning documents.

Rather than providing a single trust form, this packet brings the core documents and supporting materials together in one organized package—giving you a practical framework for creating, reviewing, and maintaining your estate plan.

What's Included

• Revocable Living Trust — Articles I–XII

• Schedule A

• Certification of Trust

• Trust Funding Instructions

• Real Property Deed Template

• Pour-Over Will

• Durable Financial Power of Attorney

• Advance Healthcare Directive

• Supporting instructions and organizational materials

Designed for the DIY Planner

Estate planning is more than signing a trust document. Your documents need to work together, your assets need to be identified, and your trust may need to be properly funded.

This packet is designed to give you a structured starting point for that process.

Use it to organize your information, identify the assets and property you want addressed by your estate plan, prepare your documents, and create a central record of your estate-planning intentions.

Why a Complete Packet?

A standalone trust document is only one piece of an estate plan.

The Revocable Living Trust DIY Packet brings multiple related documents together so you can approach the process as a complete project rather than trying to assemble your estate plan from unrelated forms found online.

Digital Product

This is a digital DIY document package. No physical products will be shipped.

You will receive downloadable files containing the documents included in the packet.

Please review all documents carefully and make sure they are appropriate for your circumstances and jurisdiction before signing or using them.

Important Notice

This product is provided for educational and self-help purposes and is not a substitute for individualized legal advice or representation by a licensed attorney.

Laws governing trusts, wills, powers of attorney, real property, and estate planning vary by state and individual circumstances. You are responsible for determining whether these materials are appropriate for your situation and for obtaining professional legal advice when necessary.

Create your estate-planning framework. Organize your affairs. Put your wishes on paper.