Sample Documents for a Joint Living Trust

Last Updated: April 01, 2022 17:15

Updated

Here is an example of a Living Trust set of documents for a couple doing a Joint Living Trust in California. Although there are some differences between the states, the core elements would not vary much from this example.

Vanessa and Isaac have 3 kids and are leaving a few items in Specific Distributions before the remainder of the estate is distributed. They want to control the kid's inheritance such that it does not arrive in one lump sum and best fits each child's ability to handle money.