Create your Trust and Estate Planning Document from scratch

Start Building Now
Title decoration

Here's how it works

01. Start with a blank Trust and Estate Planning 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 Trust and Estate Planning Document in seconds via email or a link. You can also download it, export it, or print it out.

Build Trust and Estate Planning Document from scratch by following these comprehensive guidelines

Form edit decoration

Step 1: Open DocHub and get going.

Start by registering a free DocHub account using any offered sign-up method. If you already have one, simply log in.

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

Try out the whole set of DocHub's advanced tools by signing up for a free 30-day trial of the Pro plan and proceed to craft your Trust and Estate Planning Document.

Step 3: Start with a new blank document.

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

Step 4: Arrange the view of the document.

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

Step 5: Begin by inserting fields to design the dynamic Trust and Estate Planning Document.

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

Step 6: Prepare and customize the incorporated fields.

Organize the fillable areas you incorporated based on your preferred layout. Modify each field's size, font, and alignment to ensure the form is user-friendly and polished.

Step 7: Finalize and share your template.

Save the ready-to-go copy in DocHub or in platforms like Google Drive or Dropbox, or create a new Trust and Estate Planning Document. Distribute your form via email or use a public link to engage with more people.

be ready to get more

Build your Trust and Estate Planning 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
Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in critically different ways. Estates make a one-time transfer of your assets after death. Trusts, meanwhile, allow you to create an ongoing transfer of assets both before and after death.
Key Takeaways Common estate planning documents are wills, trusts, powers of attorney, and living wills.
Estate planning is an action plan you can use to determine what happens to your assets and obligations while youre alive and after you die. A will, on the other hand, is a legal document that outlines how assets are distributed, who takes care of children and pets, and any other wishes after you die.
Common estate planning documents are wills, trusts, powers of attorney, and living wills. Everyone can benefit from having a will, no matter how small their estate or simple their wishes. Online estate planning services offer basic packages for less than $200.
A good estate plan consists of many different components, including what happens to your assets and who should act on your behalf if you are unable to. At a bare minimum, there should be two main components: a last will and testament and a durable power of attorney.
be ready to get more

Build your Trust and Estate Planning Document in minutes

Start creating now

Related Q&A to Trust and Estate Planning Document

The Estate Planning Must-Haves. Wills and Trusts. Durable Power of Attorney. Beneficiary Designations. Letter of Intent. Healthcare Power of Attorney. Guardianship Designations. Estate Planning FAQs.
To organize your own records, you can use an ion file or binder and divide the documents into different categories, such as estate planning, life insurance policies, property titles and investment statements.

Additional resources on building your forms