Settlor and Trustee Instructions for Revocable Trust - Virginia 2026

1. Click ‘Get Form’ to open the Settlor and Trustee Instructions for Revocable Trust - Virginia in our editor.
2. Begin by filling in your personal information as the Settlor and Trustee. Ensure that all names are spelled correctly and match any legal documents.
3. Review the section on Trust Asset Management. Familiarize yourself with the powers granted to you as a Trustee, ensuring you understand your fiduciary responsibilities.
4. In the Revocability section, indicate whether you wish to make any changes to the trust agreement. Remember, this trust is revocable, allowing flexibility.
5. Complete the Manner of Holding Title section by specifying how assets should be titled within the trust. This ensures clarity for future transactions.
6. Address Accounting Responsibilities by noting any annual accounting duties you will undertake as a fiduciary. Keep good records of income generated from trust assets.
7. Finally, review all sections for accuracy before saving your completed form. Utilize our platform’s features to sign and distribute your document securely.

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