Create your Trusts and Estate Planning from scratch

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Here's how it works

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

A detailed guide on how to build your Trusts and Estate Planning online

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Step 1: Start with DocHub's free trial.

Go to the DocHub website and sign up for the free trial. This provides access to every feature you’ll require to create your Trusts and Estate Planning without any upfront cost.

Step 2: Access your dashboard.

Log in to your DocHub account and navigate to the dashboard.

Step 3: Craft a new document.

Click New Document in your dashboard, and choose Create Blank Document to create your Trusts and Estate Planning from the ground up.

Step 4: Utilize editing tools.

Add various fields such as text boxes, radio buttons, icons, signatures, etc. Organize these fields to match the layout of your document and designate them to recipients if needed.

Step 5: Organize the form layout.

Rearrange your document in seconds by adding, moving, removing, or merging pages with just a few clicks.

Step 6: Create the Trusts and Estate Planning template.

Turn your newly designed form into a template if you need to send multiple copies of the same document multiple times.

Step 7: Save, export, or distribute the form.

Send the form via email, distribute a public link, or even post it online if you want to collect responses from a broader audience.

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Build your Trusts and Estate Planning in minutes

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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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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.
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.
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.
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.
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.
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Related Q&A to Trusts and Estate Planning

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.
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.

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