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NOTE: THE FORMS AVAILABLE IN THIS ARCHIVE ARE SUBJECT TO OUR TERMS OF USE AND ARE NOT A SUBSTITUTE FOR THE ADVICE OF AN ATTORNEY. LEGAL ADVICE OF ANY NATURE SHOULD BE SOUGHT FROM COMPETENT LEGAL COUNSEL IN THE RELEVANT JURISDICTION. THESE FORMS ARE PROVIDED "AS IS."
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Shared/Marital Revocable Living Trust (Premium Version)

The Shared/Marital Revocable Living Trust Kit (Premium Version) is not available for preview. It is available for purchase only. To purchase this form, click on the link above.

This comprehensive set of forms contains all documents that a married couple will need to establish a Marital Revocable Living Trust (also known as a Shared Revocable Living Trust). This kit was professionally drafted by highly skilled attorneys with substantial experience in the industry, who would charge between $1,800 to $2,500 to create a trust for a client using the same documents. The kit reads with the ease of understanding that non-legal expert consumers expect, yet it maintains the professional sophistication that our attorney customers demand.

To help you establish the trust, the kit includes a clear set of instructions. (You may also consult with our attorney staff toll-free or by email at no additional charge, in the event you require further assistance.) The kit includes:

  • declaration of trust form (the primary instrument that establishes the trust)
  • property assignment form (to transfer property into the name of the trust)
  • pour-over last will and testament (to safeguard against a failed assignment of property into the trust)
  • trust amendment form (to amend the trust at a later date if necessary)
  • trust revocation form (to revoke the trust in its entirety at a future date if desired)
  • certificate of trust form (a summary overview document that certifies the existence and the authority of the trust to third parties, which helps to keep confidential the terms and beneficiaries of the trust). 
Finally, the kit includes templates for Schedules A, B, C, D, and E, designed to facilitate listing of the property that will be held in the name of the trust, as well as the distributions to any beneficiaries, if desired.

In total, this professionally drafted kit is 20 pages in length (approximately 7,000 words) and prints on standard 8 1/2 x 11 paper.


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