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Free California Irrevocable Trust Form

1Get Started

2Location

3Grantor

4Spouse

5Your Details

6Second grantor Details

7Spouse Details

8Trustee

9Trustee Details

10Successor Trustee

11Assets

12Gifts

13Beneficiary

14Beneficiary Details

15Division of Assets

16Shares

17Additional Terms

18Pour-Over Will

19Executor

20Executor 2

21Signing Details

What type of property do you want to put in your Living Trust?
- Real estate
- Financial accounts
- Business ownership
- Personal property
- Mix of assets

Location
Where do you live?
Different states have different rules and regulations.
Your Irrevocable Trust Form will be customized for .

Grantor
Are you creating this Living Trust with anyone else?
- Yes
- No
Who are you creating this trust with?
- My spouse
- Someone else

Spouse
Do you have a spouse?
- Yes
- No
What is your spouse's name?

e.g. William Timothy Smith

Your Details

What is your name?
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort

Second grantor Details

Who are you creating this trust with?
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:

Spouse Details

Who is your spouse?
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:

Trustee
Will you control your assets as trustee?
- Yes
- No
Will you and your co-grantor control your assets as trustees?
- Yes
- No

Trustee Details

Who will be your trustee?
Trustee
First Trustee
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Second Trustee
- Add another trustee
Second Trustee
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:

Successor Trustee

Who will manage your trust if your trustees become incapacitated?
Successor Trustee
First Successor Trustee
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Second Successor Trustee
- Add another trustee
Second Successor Trustee
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:

Assets

What assets do you plan to transfer into your Living Trust?
Asset
First Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 2 another asset
- Add another asset
Second Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 3 another asset
- Add another asset
Third Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 4 another asset
- Add another asset
Fourth Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 5 another asset
- Add another asset
Fifth Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 6 another asset
- Add another asset
Sixth Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 7 another asset
- Add another asset
Seventh Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 8 another asset
- Add another asset
Eighth Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 9 another asset
- Add another asset
Ninth Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 10 another asset
- Add another asset
Tenth Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 11 another asset
- Add another asset
Eleventh Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 12 another asset
- Add another asset
Twelfth Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 13 another asset
- Add another asset
Thirteenth Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 14 another asset
- Add another asset
Fourteenth Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 15 another asset
- Add another asset
Fifteenth Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 16 another asset
- Add another asset
Sixteenth Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 17 another asset
- Add another asset
Seventeenth Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 18 another asset
- Add another asset
Eighteenth Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 19 another asset
- Add another asset
Nineteenth Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.
Add 20 another asset
- Add another asset
Twentieth Asset
Asset Description:
e.g. My house at 123 Street, Block 1, Lot 2.

Gifts
Do you want to gift anything from your Living Trust?
- Yes
- No
Gift

Recipient
First Gift

Recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Recipient is a minor
- Recipient is a minor
Describe the gift
e.g. The balance of savings account number 8756426 at Bank of America.
Name an alternate gift recipient 1
- Name an alternate gift recipient
Full Name:

e.g. John William Smith
City/Town:

e.g. Frankfort
State:
Add gift 2
- Add another gift
Second Gift

Recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Recipient is a minor
- Recipient is a minor
Describe the gift
e.g. The balance of savings account number 8756426 at Bank of America.
Name an alternate gift recipient 2
- Name an alternate gift recipient
Full Name:

e.g. John William Smith
City/Town:

e.g. Frankfort
State:
Add gift 3
- Add another gift
Third Gift

Recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Recipient is a minor
- Recipient is a minor
Describe the gift
e.g. The balance of savings account number 8756426 at Bank of America.
Name an alternate gift recipient
- Name an alternate gift recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Add gift 4
- Add another gift
Fourth Gift

Recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Recipient is a minor
- Recipient is a minor
Describe the gift
e.g. The balance of savings account number 8756426 at Bank of America.
Name an alternate gift recipient
- Name an alternate gift recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Add gift 5
- Add another gift
Fifth Gift

Recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Recipient is a minor
- Recipient is a minor
Describe the gift
e.g. The balance of savings account number 8756426 at Bank of America.
Name an alternate gift recipient
- Name an alternate gift recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Add gift 6
- Add another gift
Sixth Gift

Recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Recipient is a minor
- Recipient is a minor
Describe the gift
e.g. The balance of savings account number 8756426 at Bank of America.
Name an alternate gift recipient
- Name an alternate gift recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Add gift 7
- Add another gift
Seventh Gift

Recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Recipient is a minor
- Recipient is a minor
Describe the gift
e.g. The balance of savings account number 8756426 at Bank of America.
Name an alternate gift recipient
- Name an alternate gift recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Add gift 8
- Add another gift
Eighth Gift

Recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Recipient is a minor
- Recipient is a minor
Describe the gift
e.g. The balance of savings account number 8756426 at Bank of America.
Name an alternate gift recipient
- Name an alternate gift recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Add gift 9
- Add another gift
Ninth Gift

Recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Recipient is a minor
- Recipient is a minor
Describe the gift
e.g. The balance of savings account number 8756426 at Bank of America.
Name an alternate gift recipient
- Name an alternate gift recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Add gift 10
- Add another gift
Tenth Gift

Recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Recipient is a minor
- Recipient is a minor
Describe the gift
e.g. The balance of savings account number 8756426 at Bank of America.
Name an alternate gift recipient
- Name an alternate gift recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Add gift 11
- Add another gift
Eleventh Gift

Recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Recipient is a minor
- Recipient is a minor
Describe the gift
e.g. The balance of savings account number 8756426 at Bank of America.
Name an alternate gift recipient
- Name an alternate gift recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Add gift 12
- Add another gift
Twelfth Gift

Recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:
Recipient is a minor
- Recipient is a minor
Describe the gift
e.g. The balance of savings account number 8756426 at Bank of America.
Name an alternate gift recipient
- Name an alternate gift recipient
Full Name:

e.g. William Timothy Smith
City/Town:

e.g. Frankfort
State:

Beneficiary

Do you want your spouse to inherit the assets in your trust?
do you beneficiary
- Yes
- No

Beneficiary Details

Who are your beneficiaries?
Beneficiary
First Beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Beneficiary is a minor
- Beneficiary is a minor
Name an alternate beneficiary
- Name an alternate beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Add another beneficiary
- Add another beneficiary
Second Beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Beneficiary is a minor
- Beneficiary is a minor
Name an alternate beneficiary
- Name an alternate beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Add another beneficiary
- Add another beneficiary
Third Beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Beneficiary is a minor
- Beneficiary is a minor
Name an alternate beneficiary
- Name an alternate beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Add another beneficiary
- Add another beneficiary
Fourth Beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Beneficiary is a minor
- Beneficiary is a minor
Name an alternate beneficiary
- Name an alternate beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Add another beneficiary
- Add another beneficiary
Fifth Beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Beneficiary is a minor
- Beneficiary is a minor
Name an alternate beneficiary
- Name an alternate beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Add another beneficiary
- Add another beneficiary
Sixth Beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Beneficiary is a minor
- Beneficiary is a minor
Name an alternate beneficiary
- Name an alternate beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Add another beneficiary
- Add another beneficiary
Seventh Beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Beneficiary is a minor
- Beneficiary is a minor
Name an alternate beneficiary
- Name an alternate beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Add another beneficiary
- Add another beneficiary
Eighth Beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Beneficiary is a minor
- Beneficiary is a minor
Name an alternate beneficiary
- Name an alternate beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Add another beneficiary
- Add another beneficiary
Ninth Beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Beneficiary is a minor
- Beneficiary is a minor
Name an alternate beneficiary
- Name an alternate beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Add another beneficiary
- Add another beneficiary
Tenth Beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Beneficiary is a minor
- Beneficiary is a minor
Name an alternate beneficiary
- Name an alternate beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Add another beneficiary
- Add another beneficiary
Eleventh Beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Beneficiary is a minor
- Beneficiary is a minor
Name an alternate beneficiary
- Name an alternate beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Add another beneficiary
- Add another beneficiary
Twelfth Beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :
Beneficiary is a minor
- Beneficiary is a minor
Name an alternate beneficiary
- Name an alternate beneficiary
Full Name :

e.g. William Timothy Smith
City/Town :

e.g. Montgomery
State :

Division of Assets

How do you want to divide your assets between your beneficiaries?
Equally
- Equally
- Unequally

Shares

How would you like to divide your assets? The number of shares must add to 100.
First Shares :
e.g. 33,10
Second Shares :
e.g. 33,10
Third Shares :
e.g. 33,10
Fourth Shares :
e.g. 33,10
Fifth Shares :
e.g. 33,10
Sixth Shares :
e.g. 33,10
Seventh Shares :
e.g. 33,10
Eighth Shares :
e.g. 33,10
Nineth Shares :
e.g. 33,10
Tenth Shares :
e.g. 33,10
Eleventh Shares :
e.g. 33,10
Twelfth Shares :
e.g. 33,10
Total :
The total for all beneficiaries must add up to 100.

Additional Terms

Do you want your final taxes and debts to be paid out of your Living Trust?
Addition_detail
- Yes
- No
Do you want your funeral costs and other final expenses to be paid out of your Living Trust?
Addition_detail
- Yes
- No
Do you want your minor beneficiaries to be a certain age before receiving anything from your Living Trust?
Minor_detail
- Yes
- No
Age :

Pour-Over Will

Do you want to create a Pour-Over Will now? The Pour-Over Will transfers missed assets into your trust upon your death.
Pour-Over Will1
- Yes
- No
Does the second grantor want to create a Pour-Over Will now? The Pour-Over Will transfers missed assets into your trust upon your death.
Pour-Over Will2
- Yes
- No

Executor

Do you want your Successor Trustee to administer the first grantor's estate?
executor
- Yes
- No
Who do you want to administer your estate?
Executor
First Executor
Full Name

e.g. William Timothy Smith
City/Town

e.g. Frankfort
State :
Add another executor
- Add another executor
Second Executor
Full Name

e.g. William Timothy Smith
City/Town

e.g. Frankfort
State :

Executor

Do you want your Successor Trustee to administer the second grantor's estate?
executor2
- Yes
- No
Who do you want to administer your estate?
Executor
First Executor
Full Name :

e.g. William Timothy Smith
City/Town

e.g. Frankfort
State :
Add another executor
- Add another executor
Second Executor
Full Name

e.g. William Timothy Smith
City/Town

e.g. Frankfort
State :

Signing Details

When will you sign your Living Trust?
Specify date
- Unsure
- Specify date
specify date input
MM slash DD slash YYYY
Where will you sign your documents?
Post Custom Field

e.g. Montgomery
State :
How many witnesses will sign this Living Trust?
witness_change_txt
- Notary public
- One witness and a notary public
- Two witness and a notary public

Skip this step for now

Please wait, your document is being prepared.

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