Create your Trust and Estate Planning from scratch

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.