08/28/2026
What documents do I need to set up a Living Trust?
Setting up a Living Trust typically requires a Declaration of Trust outlining terms and beneficiaries, a Trust Transfer Deed to move property into the trust, an updated Pour-Over Will to catch any remaining assets, and a Certificate of Trust for financial institutions.
An Advanced Health Care Directive is often recommended alongside it. Our team handles the entire Document Drafting process from start to finish.
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