Free Joint Living Trust

This document creates a trust to manage a couple's assets during their lifetime. It provides for payments of income to the couple, and distributes the remaining assets of the trust upon their deaths.

Use the Joint Living Trust document if:

You own property to be distributed upon your death.
You want to designate the persons or organizations that will receive your assets after your death.
You want to designate the person who will carry out your wishes.
You want to use a living trust and a pour-over will instead of a will, perhaps for privacy reasons.
You want to have a system in place for the management of your assets if you become unable or unwilling to manage them yourself.
As a married couple you want to have one joint living trust instead of two separate living trusts.

Note: If your estate will be larger than the federal estate tax exemption amount, currently $5,000,000, this document is best used for education and planning purposes. Consult a lawyer for more complex estate planning.

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