Create your Family Trust Document from scratch

Start Building Now
Title decoration

Here's how it works

01. Start with a blank Family Trust Document
Open the blank document in the editor, set the document view, and add extra pages if applicable.
02. Add and configure fillable fields
Use the top toolbar to insert fields like text and signature boxes, radio buttons, checkboxes, and more. Assign users to fields.
03. Distribute your form
Share your Family Trust Document in seconds via email or a link. You can also download it, export it, or print it out.

Create your Family Trust Document in a matter of minutes

Form edit decoration

Step 1: Access DocHub to build your Family Trust Document.

Start signining into your DocHub account. Explore the pro DocHub functionality at no cost for 30 days.

Step 2: Navigate to the dashboard.

Once signed in, go to the DocHub dashboard. This is where you'll build your forms and manage your document workflow.

Step 3: Design the Family Trust Document.

Hit New Document and select Create Blank Document to be redirected to the form builder.

Step 4: Set up the form layout.

Use the DocHub features to add and configure form fields like text areas, signature boxes, images, and others to your document.

Step 5: Add text and titles.

Include necessary text, such as questions or instructions, using the text field to assist the users in your document.

Step 6: Configure field properties.

Modify the properties of each field, such as making them required or formatting them according to the data you plan to collect. Assign recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Family Trust Document, make a final review of your document. Then, save the form within DocHub, transfer it to your preferred location, or share it via a link or email.

be ready to get more

Build your Family Trust Document in minutes

Start creating now

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
Contact us
The Trust Certification will essentially be an outline that contains all the important information about a Trust. To create it, you can either have an attorney draw up the paperwork for you, or, even better, you can use a legal or online estate planning service to do it.
The Proof of Trust is an in-built layer of protection - giving peace of mind across business transactions and contracts by providing a system of resolution that is extra judicial and extra jurisdictional.
Inadequate Trustee Selection Parents often make the mistake of choosing a trustee based solely on personal relationships without considering their financial acumen, integrity, and willingness to serve. Choosing one of the children is not always the best choice as other beneficiaries may see their role with suspicion.
A certificate of trust is a condensed document that proves a trusts existence, while a trust agreement is a comprehensive legal document detailing the trusts terms. This distinction impacts how you manage your assets and interact with financial institutions.
The trust deed is the primary piece of documentation needed to establish a trust, but additional documents can help to better protect your assets and held the trustee gain or limit their power in the future.
be ready to get more

Build your Family Trust Document in minutes

Start creating now

Related Q&A to Family Trust Document

The 4 Biggest Mistakes Parents Make When Setting Up a Trust Fund Not choosing the right Trustee. Choosing the wrong Trustee is a common mistake parents make. Not being clear about the goals of the Trust. Not including asset protection provisions. Not reviewing the Trust annually.
If you dont want to show your trust document, in most cases you can use a shorter version of it, called a certification of trust or certificate of trust and sometimes referred to as an abstract of trust. This document gives institutions the information they need but lets you keep some key provisions private.
There are three ways to get a certificate of trust made: With a lawyer. An estate planning attorney can draft a certificate of trust for you to accompany your trust. With estate planning software. With a state-specific form from a financial institution or notary public.

Additional resources on building your forms