Living Trust Kit

Help your family avoid probate costs and delays while keeping control of your assets.

A properly prepared and funded revocable living trust can let trust assets pass to your chosen beneficiaries outside probate. EstateBee's Living Trust Kit—2026 Fourth Edition combines lawyer-prepared forms with practical explanations to help you create your trust, transfer assets into it and plan who will manage them if you cannot.

Plan for your family without giving up control

•Help suitable assets avoid probate: understand how a funded living trust can reduce the work, costs and delays your family may face.
•Keep control during your lifetime: learn how a revocable trust lets you manage trust assets and amend or revoke your arrangements.
•Plan for incapacity: choose a successor trustee to manage trust assets if you become unable to do so.
•Make your wishes clear: choose beneficiaries, plan specific gifts and set out arrangements for younger beneficiaries.
•Protect your family's privacy: understand how passing trust assets outside probate can keep those arrangements out of the public probate process.

Learn how to put your assets into the trust

Signing the trust document is only part of the process. The kit explains funding and transferring assets into the trust, so you can connect the paperwork with the property it is intended to cover. It also explains how a pour-over will can work alongside your trust.

Practical documents for individuals and couples

Use the Living Trust Worksheet to organise your decisions, then work through trust forms for an individual or a couple. The kit includes additional clauses, deeds of assignment and a notice of revocation. Forms and the worksheet appear in the ebook for reference; included download instructions let you prepare and print fresh copies.

Prepared by lawyers. Now in its fourth edition for 2026.

The first edition of Living Trust Kit was published in 2011. This 2026 edition continues EstateBee's practical approach to estate planning. EstateBee was founded by lawyers in 2000.

For use in all U.S. states except Louisiana. This kit focuses on straightforward revocable living trusts; complex tax or estate planning may need individual advice.