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Here's how it works
01. Start with a blank Trust and Estate Planning
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 in seconds via email or a link. You can also download it, export it, or print it out.
Design your Trust and Estate Planning in a matter of minutes
Step 1: Access DocHub to set up your Trust and Estate Planning.
Start signining into your DocHub account. Try out the pro DocHub functionality free for 30 days.
Step 2: Go to the dashboard.
Once logged in, head to the DocHub dashboard. This is where you'll build your forms and handle your document workflow.
Step 3: Create the Trust and Estate Planning.
Hit New Document and choose Create Blank Document to be taken to the form builder.
Step 4: Design the form layout.
Use the DocHub toolset to insert and arrange form fields like text areas, signature boxes, images, and others to your form.
Step 5: Insert text and titles.
Include needed text, such as questions or instructions, using the text tool to lead the users in your form.
Step 6: Configure field properties.
Adjust the properties of each field, such as making them mandatory 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 Trust and Estate Planning, make a final review of your form. Then, save the form within DocHub, transfer it to your preferred location, or distribute it via a link or email.
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
Who is the best person to set up a trust?
A good Trustee should be someone who is honest and trustworthy, because they will have a lot of power under your trust document. The person you choose to act as a Trustee should also be financially responsible, because they will be handling the investments for the benefit of your beneficiaries.
Is estate planning the same as a trust?
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.
What is the biggest mistake parents make when setting up a trust fund?
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.
What type of trust is best for estate planning?
A revocable living trust provides you with more flexibility. You can use it to protect your assets in case of incapacity and to avoid having assets transfer through probate, but cannot use it to protect against creditor claims or avoid estate taxes. An irrevocable trust provides you with more protection.
What is the difference between a trust and an estate?
While an Estate is merely the total value of a persons assets after they pass away, a Trust is a legal entity designed to hold, manage and distribute assets on behalf of beneficiaries.
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Related Q&A to Trust and Estate Planning
What is the difference between will and estate planning?
The difference between a will and an estate plan is that while a will is a single document, and an estate plan includes all legal documents to protect your heirs and assets while you are still alive, if you become seriously ill or incapacitated and after your death.
What is another word for estate planning?
What Is Legacy Planning? Legacy planning is the process of preparing how you are going leave your assets and property to your loved ones following your passing. Its practically a synonym of estate planning, but the terminology has undergone popularity with financial advisors recently.
