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01. Edit your what is a marital trust online
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How to use or fill out marital trust with our platform
- Click ‘Get Form’ to open the marital trust document in the editor.
- Begin by entering the date of the agreement and the names of both the Trustor and Trustee, along with their respective addresses. This establishes the foundational details of your trust.
- In the 'Trust Estate' section, attach Exhibit A that lists all property being transferred into the trust. Ensure this is accurate as it forms the core of your trust estate.
- Proceed to fill out sections regarding income distribution during the Trustor's lifetime. Specify how net income will be paid to both Trustor and their spouse for health and maintenance needs.
- On Trustor’s death, complete details on funeral expenses and how assets will be divided between the Marital Trust and Residuary Trust. Clearly outline any conditions or powers granted to beneficiaries.
- Review all entries for accuracy before finalizing. Utilize our platform's features to save your progress or make edits as needed.
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