Living Trust for Husband and Wife with One Child - New York 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the date at the top of the document where indicated. This establishes when the trust is created.
3. In Article I, specify the name of your trust. This can be a personalized title that reflects your family.
4. In Article II, fill in the names of both Trustors (husband and wife) along with their address. Ensure accuracy as this identifies you legally.
5. List your child’s name as the beneficiary under Article II, ensuring clarity on who will inherit.
6. Proceed to Article III to appoint a Trustee. You can designate one or both Trustors as Trustees, and include successor Trustees if needed.
7. In Article IV, detail any assets being transferred into the trust. Attach Schedule A listing these assets for clarity.
8. Review Articles V through XII carefully, ensuring all powers and provisions align with your intentions for asset management and distribution.

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