Rev Living Trust Forms

There should be a sample revocable living trust document on this website in the estate planning forms section. We’ll try to update it with a new form as well. If you have any problem locating it let us know.

That being said, there are a lot of nuances and ancillary issues to consider when using a living trust and far too frequently the planning is done wrong. You should review the book Shenkman “The Complete Living Trust Program” by John Wiley available through www.amazon.com. Also, if you sign up for the free email newsletter on this website you’ll see periodic articles on the use of living trusts. The September 2006 issue article on family business illustrates one creative use. Good luck.