Create your Inter Vivos Trust from scratch

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Here's how it works

01. Start with a blank Inter Vivos Trust
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 Inter Vivos Trust in seconds via email or a link. You can also download it, export it, or print it out.

Create Inter Vivos Trust from scratch by following these detailed instructions

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Step 1: Open DocHub and get going.

Begin by registering a free DocHub account using any available sign-up method. Simply log in if you already have one.

Step 2: Register for a 30-day free trial.

Try out the whole suite of DocHub's pro tools by signing up for a free 30-day trial of the Pro plan and proceed to craft your Inter Vivos Trust.

Step 3: Create a new blank form.

In your dashboard, choose the New Document button > scroll down and choose to Create Blank Document. You’ll be redirected to the editor.

Step 4: Organize the document’s layout.

Use the Page Controls icon marked by the arrow to switch between different page views and layouts for more flexibility.

Step 5: Start inserting fields to design the dynamic Inter Vivos Trust.

Navigate through the top toolbar to add document fields. Add and arrange text boxes, the signature block (if applicable), insert images, etc.

Step 6: Prepare and customize the incorporated fields.

Arrange the fillable areas you incorporated based on your desired layout. Adjust the size, font, and alignment to make sure the form is user-friendly and polished.

Step 7: Finalize and share your document.

Save the finalized copy in DocHub or in platforms like Google Drive or Dropbox, or craft a new Inter Vivos Trust. Distribute your form via email or use a public link to engage with more people.

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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.
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The process of setting up an inter vivos trust Identifying the purpose of the trust. Deciding on the type of trust. Naming the trust. Transferring the assets. Appointing the trustees. Nominating beneficiaries. Drafting the trust deed. Collating documentation.
Advantages of Using an Intervivos Living Trust Speed of Transfer: Assets may be transferred into and out of the trust without the need for Court approval. Avoidance of Probate Expenses: An intervivos trust will not typically require probate court involvement; therefore, court costs and statutory fees will be avoided.
A disadvantage of intervivos trusts arises from the fact that, depending upon how they are structured, the grantor may lose control over the property which is transferred to the trust.
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.
An inter vivos (which literally means between the living) trust is created between living persons. This type of protective trust may be established to safeguard assets for a vulnerable person. One person - the settlor - creates a trust to benefit a nominated beneficiary.
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Related Q&A to Inter Vivos Trust

An inter-vivos trust can be either revocable or irrevocable. When a living trust is revocable, the trustor can change or cancel it, and can even act as its trustee (person who manages the trust). An irrevocable trust, on the other hand, may not be changed once it is created.
An inter vivos trust is also a means for protecting a settlors privacy and a method for them to manage assets later in life. However, the benefits and costs of an inter vivos trust can differ ing to individual circumstances. An inter vivos trust can be created orally or by writing.
The intervivos trust may be either revocable or irrevocable, and either funded or unfunded. An intervivos trust is often referred to as a living trust. The creation and administration of the intervivos trust occurs outside the general supervision of the Probate Court.

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