Create your Widow or Widower Living Trust from scratch

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Here's how it works

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

Create your Widow or Widower Living Trust in a matter of minutes

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Step 1: Access DocHub to build your Widow or Widower Living Trust.

Begin signining into your DocHub account. Utilize the advanced DocHub functionality at no cost 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: Design the Widow or Widower Living Trust.

Click on New Document and choose Create Blank Document to be taken to the form builder.

Step 4: Design the form layout.

Use the DocHub tools to add and arrange form fields like text areas, signature boxes, images, and others to your form.

Step 5: Add text and titles.

Add needed text, such as questions or instructions, using the text tool to assist the users in your form.

Step 6: Customize field properties.

Adjust the properties of each field, such as making them compulsory or formatting them according to the data you expect to collect. Assign recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Widow or Widower Living Trust, make a final review of your form. Then, save the form within DocHub, transfer it to your selected location, or share it via a link or email.

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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 first trust (the marital trust) is for the surviving spouse, and the second trust (the bypass or residual trust) is typically for the couples heirs. The surviving spouse can access the residual trust or receive income from it during their lifetime, but it does not belong to them.
For instance, if a revocable trust has two grantors, it may still remain revocable until all these people have passed away. However, the deceased persons outstanding debts from the revocable trust do not go away, and creditors will still be entitled to the assets listed in the document.
A marital trust enables you, the grantor of the trust, to set aside assets and property for your spouse if you die before he or she does. These assets can include stocks, bonds, mutual fund accounts, bank accounts, real property, and more. A marital trust also allows you to pass these assets over to a spouse tax free.
Under typical circumstances, the surviving spouse would become the sole trustee after the death of one spouse. The surviving spouse would control the shared property, and the personal property of the deceased spouse would be distributed to the beneficiaries.
The major difference between the two is that a marital trust is irrevocable while a survivors trust is revocable. The marital trust is designed with the idea of taking advantage of the unlimited marital deduction by ensuring that only the surviving spouse is able to receive distributions from the trust.
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Related Q&A to Widow or Widower Living Trust

The Widows Trust is essentially a Testamentary Trust that is created by a very specific Trust clause in the Will, through which the Testator bequeaths assets to the Trust for the sole income benefit of their Spouse.
Like the survivors trust, a marital trust is a sub-trust created out of the joint living trust when at the first death. The marital trust can hold the deceased spouses separate property and his share of the community property. A typical marital trust has the following terms: Surviving spouse is the trustee.
Survivors Trusts give the surviving spouse more control over their interest in the estate while sheltering more of the decedents assets from taxes.

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