Welcome to the companion site for Living Trusts, 3rd Edition.

This website contains an Appendix of forms that you can adapt in funding your living trust. Many of these forms have been universally accepted by financial institutions and other interested parties. The forms contain information in brackets ([]) which you should change to accommodate your particular situation. Also, the brackets may contain commentary on the use of certain information in the forms or suggestions for completing them. For example, [name of trust] indicates that you should insert the name of the living trust agreement; i.e., the [CURTIS FAMILY] REVOCABLE LIVING TRUST AGREEMENT. Before using the forms, you should first copy the files to your hard drive. Open the file on your hard drive that you wish to use and make the appropriate substitutions in brackets or elsewhere in the form.

The forms are believed to be reliable and have been tested and applied in many real-life situations, but they cannot be guaranteed to comply with local law and practice. Because each person?s situation may be different, a particular form may need to be modified to comply with the requirements and practice of local law. When legal questions arise in connection with the design of a revocable living trust and with the forms used to fund the trust, the advice of qualified legal counsel should be obtained. Living Trusts is not intended as a substitute for qualified legal counsel. In this regard, the advice of a qualified attorney is essential regarding the information, opinions, observations, and recommendations in Living Trusts.

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