_________________________ Revocable Living Trust

Declaration of Trust

1. Trust Name

This trust shall be known as the _________________________ Revocable Living Trust.

2. Revocation of Prior Revocable Living Trusts

Upon execution of this Declaration of Trust, the Grantor hereby revokes any previous revocable
living trusts.

Furthermore, to the fullest extent allowed by law, upon execution of this Declaration of Trust, the
Grantor hereby revokes any power of attorney executed for the purposes of facilitating a prior
revocable living trust.

3. Trust Property

a. Property Placed in Trust:

i._______________ (grantor name), called the Grantor or trustee, declares that he or she
hereby assigns, transfers and sets over to the Trustee and its successors of the
_________________________ Revocable Living Trust all the property, securities
and/or cash described in the attached property list, Schedule A. The Grantor and
Trustee agree to take whatever actions might be necessary or advisable to accomplish
the re-titling of all said assets in the name of the Trust and agree, pending such re-
titling, that true beneficial ownership of such assets is hereby immediately vested in the
Trust and that the Grantor continues temporarily to hold merely bare legal title to such
assets until such re-titling is complete. The trust property shall be used for the benefit of
the trust beneficiaries and shall be administered and distributed by the trustee in
accordance with this Declaration of Trust.

ii.TO HAVE AND TO HOLD the same unto _____________________ (trustee name),
Trustee, his successors and assigns, IN TRUST AND CONFIDENCE
NEVERTHELESS, for and upon the uses and trust purposes and subject to the terms,
conditions, powers and provisions hereinafter set forth.

b. Additional or After-Acquired Property: The Grantor may add property to the trust at any
time. In addition, the Trustee shall have full power at any time to receive other property, real or
personal, including insurance policies, that may be devised, bequeathed, assigned, granted,
conveyed or made payable to it by the Grantor or by any other person for the purposes and
subject to the provisions and limitations of the trust hereby created. Any sums of money or
other property as received by said Trustee shall immediately be added to the trust or trusts
already existing hereunder, thereafter to be held, managed and the income principal disposed of
in accordance with all of the provisions of this instrument.

4. Reserved Powers of Grantor

 a. Amendment or Revocation: The Grantor reserves the power to amend or revoke this trust at
any time during his or her lifetime without notifying any beneficiary.

b. Rights to Trust Property: Until the death of the Grantor, all rights to any and all income,
profits and control of the trust property shall be retained by the Grantor.

c. Homestead Rights: If the Grantor's principal residence is held in this trust, Grantor has the
right to possess and occupy it for life, rent-free and without charge, except for taxes, insurance
and maintenance, including related costs and expenses. This right is intended to give Grantor a
beneficial interest in the property and to ensure that Grantor does not lose eligibility for any
homestead tax exemption for which Grantor may otherwise qualify.

d. Incapacity of Grantor: If the Grantor becomes physically or mentally incapacitated and is no

longer able to manage this trust, the person or persons named as successor trustee shall serve as
trustee. The determination of the Grantor’s capacity to manage this trust shall be made by a
minimum of two (2) of the physicians listed below when the successor trustee requests their
opinion. If the two (2) licensed physicians state, in writing, that in their opinion the Grantor is
no longer reasonably capable of serving as trustee, the successor trustee shall then serve as
trustee.

The successor trustee shall pay trust income, at least annually, to or for the benefit of the
Grantor and may also spend any amount of trust income or trust principal necessary, in the
successor trustee's sole discretion, for the proper health care, support, maintenance, comfort and
welfare of the Grantor, in accordance with his or her accustomed standard of living, until one
(1) licensed physician certifies that the Grantor is again able to manage his or her own affairs, or
until his or her death. Upon recovery from any incapacitation, or upon cessation of such other
condition or situation as has disqualified him from acting as Trustee hereunder, Grantor shall be
reinstated as Trustee.

Any licensed physician practicing at an institution named below shall meet the requirement of
one licensed physician and shall be acceptable for the requirements of this section. In addition,
all required physicians may practice at the same institution or at different institutions.

The following licensed physician(s) and/or institution(s) are designated to determine Grantor’s
capacity to manage this trust upon request by successor trustee(s): (unused lines should be
crossed out)

_________________________ _________________________
_________________________ _________________________

e. Grantor's Death: After the death of the Grantor, this trust becomes irrevocable. It may not be
altered or amended in any respect, and may not be terminated except through distributions
permitted by this Declaration of Trust.

5. Trustees

a. Terminology: In this Declaration of Trust, the term "trustee" includes any successor trustee or
alternate successor trustee. “Trustee”, as used herein, shall include singular, plural, masculine,
feminine or neuter as required by context.
 b. Original Trustee: The trustee of the _________________________ Revocable Living Trust
and all children's trusts created under this Declaration of Trust shall be ___________________
(grantor name).

c. Trustee's Responsibility: The trustee in office shall serve as trustee of all trusts created under
this Declaration of Trust, including any children’s trust.

d. Successor Trustee: Upon the death or incapacity of the trustee, the successor trustee shall be
_______________ (successor trustee), whose present address is ________________________.
If he or she is unable to serve or continue serving as successor trustee, the successor trustee
shall be ________________ (alternate successor trustee), whose present address is
______________________________.

e. Power to Appoint Successor Trustee: If all the successor trustees named in this Declaration of
Trust cease to (or are unable to) serve as trustee, the trustee may appoint an additional successor
trustee or trustees to serve in the order nominated. The appointment(s) must be made in writing,
signed by the trustee and notarized.

f. Resignation of Trustee: Any trustee in office may resign at any time by signing a notice of
resignation. The resignation must be delivered to the person or institution designated as
successor trustee in this Declaration of Trust or appointed by the trustee under Subsection (e) of
this section, to next serve as trustee.

g. Bond Waived: No bond shall be required of any trustee.

h. Compensation: No trustee shall receive any compensation for serving as trustee, unless the
trustee serves as a trustee of a children’s trust created by this Declaration of Trust, or for serving
as trustee because the Grantor has become incapacitated.

i. Liability of Trustee: With respect to the exercise or non-exercise of discretionary powers

granted by this Declaration of Trust, the trustee shall not be liable for actions taken in good
faith.

6. Beneficiaries

Upon the death of the Grantor, the property listed on Schedule A shall be distributed to the
beneficiaries named in this section.

a. Primary and Alternate Beneficiaries

I leave ___________________________ (property description) to _____________________

(beneficiary name), ____________________ (relationship), whose present address is
______________________________, or, if such beneficiary(ies) do(es) not survive me, to
_______________________ (alternate), ____________________ (relationship), whose present
address is ______________________________.

I leave ___________________________ (property description) to _____________________

(beneficiary name), ____________________ (relationship), whose present address is
______________________________, or, if such beneficiary(ies) do(es) not survive me, to
_______________________ (alternate), ____________________ (relationship), whose present
 address is ______________________________.

I leave ___________________________ (property description) to _____________________

(beneficiary name), ____________________ (relationship), whose present address is
______________________________, or, if such beneficiary(ies) do(es) not survive me, to
_______________________ (alternate), ____________________ (relationship), whose present
address is ______________________________.

I leave ___________________________ (property description) to _____________________

(beneficiary name), ____________________ (relationship), whose present address is
______________________________, or, if such beneficiary(ies) do(es) not survive me, to
_______________________ (alternate), ____________________ (relationship), whose present
address is ______________________________.

b. Residuary Beneficiary: The residuary beneficiary of the trust shall be ____________________

(residuary beneficiary), ________________ (relationship), whose present address is
________________________________, who shall be given all trust property not specifically
and validly disposed of by Subsection (a) of this section. If _______________________
(residuary beneficiary) does not survive the Grantor, that property shall be given to
_______________________ (alternate residuary beneficiary), ________________
(relationship), whose present address is _________________________________.

7. Distribution of Trust Property Upon Death of Grantor

Upon the death of the Grantor, the trustee shall distribute the trust property outright to the
beneficiaries named in Section 6, Subsections (a) and (b), subject to any provision(s) in this
Declaration of Trust that creates children’s trusts or creates custodianships under the Uniform
Transfers to Minors Act.

8. General Administrative Provisions

a. Controlling Law: The validity of the _________________________ Revocable Living Trust

shall be governed by the laws of Oregon.

b. Severability: The provisions of this Declaration of Trust are severable and in the event any
provision or part thereof is held to be invalid, illegal or unenforceable to any person or
circumstances, such invalidity, illegality or unenforceability shall not affect or impair any of the
remaining provisions of this Declaration of Trust or their application to any trustee, beneficiary
or other persons or circumstances.

c. Amendments: The term "Declaration of Trust" shall include any provisions added by
amendment.

d. Accountings: No accountings or reports shall be required of the trustee.

9. Trustee's Powers and Duties

a. Powers Under State Law: To carry out the provisions of the _________________________
Revocable Living Trust, including any children's trusts created under this Declaration of Trust,
the trustee shall have all authority and powers allowed or conferred on a trustee under Oregon
 law, subject to the trustee's fiduciary duty to the Grantor and the beneficiaries.

b. Specified Powers: The trustee's powers include, but are not limited to:

i.The power to sell trust property, borrow money and encumber that property, including
trust real estate, by mortgage, deed of trust or other method.

ii.The power to manage trust real estate as if the trustee were the absolute owner of it,
including the power to lease (even if the lease term may extend beyond the period of
any trust) or grant options to lease the property, to make repairs or alterations, and to
insure against loss.

iii.The power to sell or grant options for the sale or exchange of any trust property,
including stocks, bonds, debentures, and any other form of security or security account,
at public or private sale for cash or on credit.

iv.The power to invest trust property in property of any kind, including but not limited to
bonds, debentures, notes, mortgages, stocks, stock options, stock futures and buying on
margin.

v.The power to employ and pay reasonable fees to accountants, lawyers or investment
experts for information or advice relating to the trust.

vi.The power to deposit funds in bank or other accounts uninsured by FDIC coverage.

vii.The power to deposit and hold trust funds in both interest-bearing and non-interest-
bearing accounts.

viii.The power to enter into electronic fund transfer or safe deposit arrangements with
financial institutions.

ix.The power to receive additional property from any source and add to any trust created
by this Declaration of Trust.

x.The power to continue any business of the Grantor.

xi.The power to institute or defend legal actions concerning the trust or Grantor's affairs.

xii.The power to execute any document necessary to administer any children's trusts
created in this Declaration of Trust.

xiii.The power to diversify investments, including authority to decide that some or all of
the trust property need not produce income.

c. Payment by Trustee of the Grantor's Debts and Taxes: The trustee shall pay the debts and
death taxes of _______________________ (grantor name). The trustee shall pay these debts
and taxes from any trust property trustee deems appropriate in trustee’s sole discretion.

Certification by Grantor
I certify that I have read this Declaration of Trust and that it correctly states the terms and conditions under
which the trust property is to be held, managed and disposed of by the trustee, and I approve this Declaration of
Trust.

Signature: _______________________________ Dated: _____________

Printed Name: _______________________________
Mailing Addr: ____________________________________________________
City: _____________ County: _______________ State: _______________ Zip: _______

Witness: _____________________________
Print Name: _____________________________

Notary's Acknowledgment and Seal

 Schedule A

Schedule of Assets Transferred to the _________________________ Revocable Living Trust

All the Grantor's interest in the following property is hereby placed in the trust:

Date Grantor’s
Description of Assets
Transferred Initials

1. __________________________________________ ___________ ___________

2. __________________________________________ ___________ ___________

3. __________________________________________ ___________ ___________

4. __________________________________________ ___________ ___________

5. __________________________________________ ___________ ___________

6. __________________________________________ ___________ ___________

7. __________________________________________ ___________ ___________

8. __________________________________________ ___________ ___________

9. __________________________________________ ___________ ___________

10. __________________________________________ ___________ ___________

11. __________________________________________ ___________ ___________

12. __________________________________________ ___________ ___________

13. __________________________________________ ___________ ___________

 NOTES / EXAMPLES / ADDITIONAL CLAUSES
Completed Example

**********

PROPERTY FOR MINORS

(beneficiaries under 18 yrs of age)

If you are leaving property to any person presently under the age of 18, you may prefer to leave the property in
trust. A trust may allow additional control over the use of the funds/property than a custodial arrangement. Each
state has laws regarding the responsibilities and authority of trustees while a custodian may not be subject to
those laws.

If you would like to utilize a trust for a minor, copy and paste the following section to the end of the Living
Trust. The following has been formatted to fit at the end, however, regardless of placement, all paragraphs
should renumber. Please verify proper renumbering of paragraphs after insertion.

Note: We have also included a paragraph for custodianships (#11). If you do not wish to utilize a custodial
arrangement, simply delete the paragraph completely.

------ Begin “Trust for Minors” Clauses -- DO NOT COPY THIS LINE ------

10. Children’s Trusts

All trust property left to any of the minor or young adult beneficiaries in Subsection (a), shall be
retained in trust for each such beneficiary in a separate trust of this _________________________
Revocable Living Trust (trust name). Each trust may be identified and referred to by adding the name
of that trust's beneficiary to the name of this trust. The following terms apply to each children’s trust:

a. Trust Beneficiaries and Age Limits: Except as otherwise specified below, children's trusts
shall end when the beneficiary of that trust becomes thirty-five (35) years of age:

Beneficiary Shall End at Age

__________________________________________ ________
__________________________________________ ________
__________________________________________ ________
__________________________________________ ________
__________________________________________ ________

b. Powers and Duties of Children’s Trust Trustee

i.Until a children's trust ends, the trustee may distribute to or use for the benefit of the
beneficiary as much of the net income or principal of the children's trusts as the trustee
deems necessary for the beneficiary's health, support, maintenance, or education.
Education includes, but is not limited to; college, graduate, postgraduate and vocational
studies, including supplies and associated living expenses.
 ii.In deciding whether to make a distribution to a beneficiary, the trustee may take into
account the beneficiary's other income, resources and sources of support.

iii.Any trust income that is not distributed to a beneficiary by the trustee shall be
accumulated and added to the principal of the trust for that beneficiary.

iv.The trustee of a children's trust is not required to make any accounting or report to the
trust beneficiary.

c. Assignment of Interest of Beneficiary Prohibited: The interests of the beneficiary of a

children's trust shall not be transferable by voluntary or involuntary assignment or by operation
of law before actual receipt by the beneficiary. These interests shall be free from the claims of
creditors and from attachments, execution, bankruptcy or other legal process to the fullest extent
permitted by law.

d. Compensation of Trustee: Any trustee of a children’s trust created under this Declaration of
Trust shall be entitled to reasonable compensation, without court approval, for ordinary and
extraordinary services, and for all services in connection with the termination of any trust. Said
compensation shall be taken from the trust assets.

e. Termination of Children’s Trust: A children's trust shall end when any of the following
events occur:

i.The beneficiary reaches the age specified in Subsection (a) of this section. If the trust
ends for this reason, the remaining principal and accumulated income of the trust shall
be given outright to the beneficiary.

ii.The beneficiary dies. If the trust ends for this reason, the trust property shall pass to the
beneficiary's heirs.

iii.The trustee distributes all trust property under the provisions of this Declaration of
Trust.

11. Custodianships Under the Uniform Transfers to Minors Act (cross out unused portions)

All property that ________________________ (beneficiary’s name) becomes entitled to under this trust
document shall be given to _________________________ (custodian’s name) as custodian for
________________________ (beneficiary’s name) under the Uniform Transfers to Minors Act, until
________________________ (beneficiary’s name) reaches ____ years of age.

All property that ________________________ (beneficiary’s name) becomes entitled to under this trust
document shall be given to _________________________ (custodian’s name) as custodian for
________________________ (beneficiary’s name) under the Uniform Transfers to Minors Act, until
________________________ (beneficiary’s name) reaches ____ years of age.

------ End “Trust for Minors” Clauses -- DO NOT COPY THIS LINE ------
 EXAMPLE OF COMPLETED LIVING TRUST
For informational purposes only.

Time Saving Editing Note: To view this document in 2 windows simultaneously, choose Window > Split in
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The following assumes the Grantor is named John Doe, with wife, Jane, and children Jill and John Jr.

John Doe Revocable Living Trust

Declaration of Trust

1. Trust Name

This trust shall be known as the John Doe Revocable Living Trust.

3. Trust Property

a. Property Placed in Trust:

i. John Doe (grantor name), called the Grantor or trustee, declares that he or she hereby
assigns, transfers and sets over to the Trustee and its successors of the John Doe
Revocable Living Trust all the property, securities and/or cash described in the attached
property list, Schedule A. The Grantor and Trustee agree to take whatever actions might
be necessary or advisable to accomplish the re-titling of all said assets in the name of the
Trust and agree, pending such re-titling, that true beneficial ownership of such assets is
hereby immediately vested in the Trust and that the Grantor continues temporarily to hold
merely bare legal title to such assets until such re-titling is complete. The trust property
shall be used for the benefit of the trust beneficiaries and shall be administered and
distributed by the trustee in accordance with this Declaration of Trust.

ii. TO HAVE AND TO HOLD the same unto John Doe NOTE: PUT YOUR OWN
NAME HERE. YOU SHOULD BE THE TRUSTEE UNTIL YOUR DEATH (trustee
name), Trustee, his successors and assigns, IN TRUST AND CONFIDENCE
NEVERTHELESS, for and upon the uses and trust purposes and subject to the terms,
conditions, powers and provisions hereinafter set forth.

4. Reserved Powers of Grantor

d. Incapacity of Grantor: If the Grantor becomes physically or mentally incapacitated and is no

longer able to manage this trust, the person or persons named as successor trustee shall serve as
 trustee. The determination of the Grantor’s capacity to manage this trust shall be made by a
minimum of two (2) of the physicians listed below when the successor trustee requests their
opinion. If the two (2) licensed physicians state, in writing, that in their opinion the Grantor is no
longer reasonably capable of serving as trustee, the successor trustee shall then serve as trustee.

The successor trustee shall pay trust income, at least annually, to or for the benefit of the Grantor
and may also spend any amount of trust income or trust principal necessary, in the successor
trustee's sole discretion, for the proper health care, support, maintenance, comfort and welfare of the
Grantor, in accordance with his or her accustomed standard of living, until Grantor is again able to
manage his or her own affairs, or until his or her death. Upon recovery from any incapacitation, or
upon cessation of such other condition or situation as has disqualified him from acting as Trustee
hereunder, Grantor shall be reinstated as Trustee.

Any licensed physician practicing at one of the institutions named below shall meet the requirement
of one licensed physician and shall be acceptable for the requirements of this section. In addition,
all required physicians may practice at the same institution or at different institutions.

The following licensed physician(s) and/or institution(s) are designated to determine Grantor’s
capacity to manage this trust upon request by successor trustee(s):

Dr. Larry I. Physician Local Memorial Hospital

My Favorite Hospital _________________________

5. Trustees

a. Terminology: In this Declaration of Trust, the term "trustee" includes any successor trustee or
alternate successor trustee. “Trustee”, as used herein, shall include singular, plural, masculine,
feminine or neuter as required by context.

b. Original Trustee: The trustee of the John Doe Revocable Living Trust and all children's trusts
created under this Declaration of Trust shall be John Doe NOTE: PUT YOUR OWN NAME
HERE. YOU SHOULD BE THE TRUSTEE UNTIL YOUR DEATH (grantor name).

c. Trustee's Responsibility: The trustee in office shall serve as trustee of all trusts created under
this Declaration of Trust, including any children’s trust.

d. Successor Trustee: Upon the death or incapacity of the trustee, the successor trustee shall be
Jane Doe (successor trustee), whose present address is 123 Jane’s Street, Jane’s City, Jane’s
State, Jane’s Zip. If he or she is unable to serve or continue serving as successor trustee, the
successor trustee shall be my daughter, Jill Doe (alternate successor trustee), whose present
address is 123 Jill’s Street, Jill’s City, Jill’s State, Jill’s Zip.

6. Beneficiaries

Upon the death of the Grantor, the property listed on Schedule A shall be distributed to the beneficiaries
named in this section.

a. Primary and Alternate Beneficiaries

I leave my home located at 111 Home Address, including all furniture and possessions
 contained therein except as otherwise specified herein (property description) to Jane Doe
(beneficiary name), my wife (relationship), whose present address is 123 Jane’s Street, Jane’s
City, Jane’s State, Jane’s Zip, or, if such beneficiary(ies) do(es) not survive me, to Jill Doe
(alternate), my daughter (relationship), whose present address is 123 Jill’s Street, Jill’s City,
Jill’s State, Jill’s Zip.

I leave the 2008 Chevrolet Malibu (property description) to Peter Public (beneficiary name),
no relation (relationship), whose present address is 123 Peter’s Street, Peter’s City, Peter’s
State, Peter’s Zip, or, if such beneficiary(ies) do(es) not survive me, to Jane Doe (alternate),
my wife (relationship), whose present address is 123 Jane’s Street, Jane’s City, Jane’s State,
Jane’s Zip.

I leave my shares in XYZ Corporation (property description) to John Doe, Jr (beneficiary

name), my son (relationship), whose present address is 123 John Jr.’s Street, Peter’s City,
John Jr.’s State, John Jr.’s Zip, or, if such beneficiary(ies) do(es) not survive me, to Jane
Doe (alternate), my wife (relationship), whose present address is 123 Jane’s Street, Jane’s
City, Jane’s State, Jane’s Zip.

I leave my coin collection (property description) to Franklin Partner (beneficiary name), my

business partner, no relation, (relationship), whose present address is 123 Franklin’s Street,
Franklin’s City, Franklin’s State, Franklin’s Zip, or, if such beneficiary(ies) do(es) not
survive me, to Mr. B. Likeable (alternate), no relation (relationship), whose present address is
123 B. Likeable’s Street, B. Likeable’s City, B. Likeable’s State, B. Likeable’s Zip.

I leave six hundred thousand dollars ($600,000) (property description) to Jane Doe
(beneficiary name), my wife (relationship), whose present address is 123 Jane’s Street, Jane’s
City, Jane’s State, Jane’s Zip, or, if such beneficiary(ies) do(es) not survive me, to Jill Doe
(alternate), my daughter (relationship), whose present address is 123 Jill’s Street, Jill’s City,
Jill’s State, Jill’s Zip.

b. Residuary Beneficiary: The residuary beneficiary of the trust shall be Jane Doe (residuary
beneficiary), my wife (relationship), whose present address is 123 Jane’s Street, Jane’s City,
Jane’s State, Jane’s Zip, who shall be given all trust property not specifically and validly disposed
of by Subsection (a) of this section. If Jane Doe (residuary beneficiary) does not survive the
Grantor, that property shall be given to John Doe, Jr (alternate residuary beneficiary), my son
(relationship), whose present address is 123 John Jr.’s Street, Peter’s City, John Jr.’s State,
John Jr.’s Zip.

8. General Administrative Provisions

a. Controlling Law: The validity of the John Doe Revocable Living Trust shall be governed by
the laws of Oregon.

9. Trustee's Powers and Duties

a. Powers Under State Law: To carry out the provisions of the John Doe Revocable Living
Trust, including any children's trusts created under this Declaration of Trust, the trustee shall have
 all authority and powers allowed or conferred on a trustee under Oregon law, subject to the trustee's
fiduciary duty to the Grantor and the beneficiaries.

c. Payment by Trustee of the Grantor's Debts and Taxes: The trustee shall pay the debts and
death taxes of John Doe (grantor name). The trustee shall pay these debts and taxes from any trust
property trustee deems appropriate in trustee’s sole discretion.

NOTE: The following Children’s Trust and Custodianship clauses apply only if used. See Notes above for
additional information.

10. Children’s Trusts

All trust property left to any of the minor or young adult beneficiaries in Subsection (a), shall be retained in
trust for each such beneficiary in a separate trust of this John and Jane Doe Revocable Living Trust (trust
name). Each trust may be identified and referred to by adding the name of that trust's beneficiary to the
name of this trust. The following terms apply to each children’s trust:

a. Trust Beneficiaries and Age Limits: Except as otherwise specified below, children's trusts shall
end when the beneficiary of that trust becomes thirty-five (35) years of age:

Beneficiary Shall End at Age

Robert Doe 21
Sarah Public 18

11. Custodianships Under the Uniform Transfers to Minors Act (cross out unused portions)

All property that Bill Public (beneficiary’s name) becomes entitled to under this trust document shall be
given to the trustee of the John and Jane Doe Revocable Living Trust (custodian’s name) as custodian for
Bill Public (beneficiary’s name) under the Uniform Transfers to Minors Act, until Bill Public (beneficiary’s
name) reaches 18 years of age.

NOTE: YOUR LIVING TRUST SHOULD BE NOTARIZED.

EXAMPLE OF Schedule A

Schedule of Assets Transferred to the John Doe Revocable Living Trust

All the Grantor's interest in the following property is hereby placed in the trust:

Date Grantor’s
Description of Assets
Transferred Initials
 1. Real Estate located at 111 Home Address, personal residence ___________ ___________

2. All furniture located at or within the premises at 111 Home

___________ ___________
Address.

3. 2008 Chevrolet Malibu, VIN# ################### ___________ ___________

4. 700 shares of XYZ Corporation ___________ ___________

5. Coin collection (includes 1969 Buffalo Nickel, 1843 Silver

___________ ___________
Dollar)

6. Life Insurance Policy #########, Issued ??/??/????, Aetna

___________ ___________
Insurance. Amount $1,000,000.

7. __________________________________________ ___________ ___________

NOTES:
 The grantor should be the original trustee of the trust. This will provide the grantor the ability to utilize
the assets of the trust as their own during their lifetime.
 Make sure the trust is notarized. You will sign all pages.
 If you are using a Pour-over Will, fill it out and have it notarized at the same time.
 Transfer property into the trust.
o Re-title automobiles. In most states this would be a simple gift into the trust.
o Make the living trust the beneficiary of life insurance policies.
o For real estate, use a deed specifically designed for transfer into a living trust. Do not use a quit
claim deed to transfer real estate into the living trust. Get a deed:
http://www.nupplegal.com/warrantydeed.html
 Corporate stock should be changed on the books of the corporation to reflect the trust as owner.
 Interest in a LLC should be transferred to the name of the trust.
 Any property in the trust not specifically left to a beneficiary under Section 6a, Primary and Alternate
Beneficiaries, will default to the residuary beneficiary listed in Section 6b, Residuary Beneficiary. In
addition, if a Pour-over Will is used, the residuary property will include anything added by the Will.

NOTICE: DUE TO THE SUBSTANTIAL FINANCIAL RISKS AND LEGAL CONSEQUENCES

INVOLVED ALL PARTIES ARE ADVISED TO SEEK LEGAL AND TAX COUNSEL.

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