Home › Guides › What Documents Should Go Into a Living Trust?
General information only. This is not legal advice. We are not attorneys and cannot tell you which forms or documents you need or what to put on them. Rules and forms change; confirm details with the official sources linked here.
People often ask what “goes into” a trust. The honest answer is that it depends on your circumstances and on whoever prepares your trust. This article only lists documents commonly discussed alongside a living trust.
The trust itself
- The trust agreement names the trustee, the successor trustee, and the beneficiaries and sets out the rules.
- A certificate or abstract of trust is a shorter summary that banks and others may ask for instead of the full agreement.
Companion documents often prepared at the same time
- A pour-over will
- A durable power of attorney
- A designation of health care surrogate
- A living will
Florida publishes the health care forms at no cost; our Form Library links to them at the official source.
Funding documents
A trust controls only what has been transferred into it. Funding can involve:
- Retitling bank and brokerage accounts
- Assignments of personal property
- Updating beneficiary designations
How we can help
After your paperwork is prepared, we bring a notary to your home or care facility. See our living trust document signing service.
Need help with the paperwork?
Need help preparing, organizing, or getting your paperwork notarized? Visit our Living Trust Documents page.
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