Make your Free
Living Trust - Joint

How it works

  • Build your
    document
  • Save, print
    & share
  • Sign it &
    Make it legal
  • Build your
    document
  • Save, print
    & share
  • Sign it &
    Make it legal
Sample Living Trust - Joint Form Template

Living Trust - Joint Basics

A Living Trust can help you protect your spouse and estate. A trust may also be able to help you avoid probate court, cut down estate taxes, and keep everything private. Make sure things are as easy as possible for your spouse if you pass. A Living Trust helps protect married couples and can save you money.

Use the Living Trust - Joint document if:

  • You're married and want a single document to manage your assets.
  • You want to protect your spouse, and your estate, when you pass.
  • You want to use a living trust, rather than a will, for privacy reasons.
  • You'd like to make joint decisions about beneficiaries and estate distribution.

Choosing a joint trust can help simplify things and you can avoid conservatorship proceedings when you and your spouse share a trust. Together, you can decide how your assets are managed. It can also make things easier on a spouse when one of you passes. Handling everything with one document makes the process easier. Choose your beneficiaries, decide who will carry out your wishes, and make sure a system is in place in case one or both of you become incapacitated. A Living Trust can help make asset management, now and in the future, simpler.

Note: If your estate is larger than the federal estate tax exemption amount (currently five million), consult with an estate attorney

Other names for this document: Joint Inter Vivos Trust


Sample Living Trust - Joint

More than just a template, our step-by-step interview process makes it easy to create a Joint Living Trust.

Save, sign, print, and download your document when you are done.

Get legal advice

From Rocket Lawyer On Call® attorneys.

Characters remaining: 600

Ready to create your Free Living Trust - Joint?

Your document is free within your one week membership trial.