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Specific Gift Living Trust
Details your wishes about how you want your assets distributed after you pass away in a manner that is designed to avoid having to go through probate court, to maintain your privacy and ultimately to save time and money for your loved ones. It will also allow you identify specific beneficiaries and to identify the specific gifts you wish to have distributed to them. If you have a Last Will and Testament, your trust should be a beneficiary (and in most cases, probably the only beneficiary). If you need a Last Will and Testament that names your trust as the beneficiary, go here.
Pro Tip: Once you complete your trust, you need to make sure your bank accounts, real estate, investments and insurance will transfer to the trust after you pass way. The trust includes an instruction letter to help you with that. Also, you can go here [insert link] for more information.
Specific Gift Living Trust
Details your wishes about how you want your assets distributed after you pass away in a manner that is designed to avoid having to go through probate court, to maintain your privacy and ultimately to save time and money for your loved ones. It will also allow you identify specific beneficiaries and to identify the specific gifts you wish to have distributed to them. If you have a Last Will and Testament, your trust should be a beneficiary (and in most cases, probably the only beneficiary). If you need a Last Will and Testament that names your trust as the beneficiary, go here.
Pro Tip: Once you complete your trust, you need to make sure your bank accounts, real estate, investments and insurance will transfer to the trust after you pass way. The trust includes an instruction letter to help you with that. Also, you can go here [insert link] for more information.
Specific Gift Living Trust
Details your wishes about how you want your assets distributed after you pass away in a manner that is designed to avoid having to go through probate court, to maintain your privacy and ultimately to save time and money for your loved ones. It will also allow you identify specific beneficiaries and to identify the specific gifts you wish to have distributed to them. If you have a Last Will and Testament, your trust should be a beneficiary (and in most cases, probably the only beneficiary). If you need a Last Will and Testament that names your trust as the beneficiary, go here.
Pro Tip: Once you complete your trust, you need to make sure your bank accounts, real estate, investments and insurance will transfer to the trust after you pass way. The trust includes an instruction letter to help you with that. Also, you can go here [insert link] for more information.
Step 1 of 4
25%
What is your email address?(Required)
Enter Email
Confirm Email
This email address will only be used to email your completed document to you.What is your full legal name (as it appears on your driver’s license)?(Required)
First
Last
What is the date on which you will sign this document?
MM slash DD slash YYYY
If you are not sure, then leave this blank.What is your full address (where you live, not a P.O. Box)?(Required)
Street Address
Address Line 2
City
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific
State
ZIP Code
Next, you are going to identify specific people and specific gifts that will go to them. What is the full name of the first person who will receive a gift from you?(Required)
First
Last
What is that person’s relationship to you?(Required) (for example, husband, wife, girlfriend, boyfriend, brother, sister, uncle, etc.)What gift (or gifts) do you want to give that person?(Required)Be as specific as possible; if you are giving them real estate, type in the full address of the property; if you are giving away a car, type in the year, model and make; if you are giving away jewelry, furniture, etc., describe it as best you can so it can be identified after you pass away.If there another person to whom you would like to give specific gifts to, what is their full name? If there is no one else, leave this blank.
First
Last
What is that person’s relationship to you?(Required) (for example, husband, wife, girlfriend, boyfriend, brother, sister, uncle, etc.)What gift (or gifts) do you want to give that person?(Required)Be as specific as possible; if you are giving them real estate, type in the full address of the property; if you are giving away a car, type in the year, model and make; if you are giving away jewelry, furniture, etc., describe it as best you can so it can be identified after you pass away.Now that you have identified the specific gifts, we are going to split the rest of your stuff into shares and identify the people who will receive it, and the percentage that each will receive. What is the full name of the first person who will receive a share?(Required)
First
Last
What percentage of your remaining assets will that person receive?(Required)What is the full name of the next person who will receive a share?(Required)
First
Last
What percentage of your remaining assets will that person receive?(Required)
Who do you want to be in charge of distributing your assets after you pass away?(Required)
First
Last
This person is called your Trustee.What is that person’s relationship to you?(Required) (for example, husband, wife, girlfriend, boyfriend, brother, sister, uncle, etc.)? Pro Tip: only name one person for this, no Co-Trustees.What is that person's full address (where they live, not a P.O. Box)?(Required)
Street Address
Address Line 2
City
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific
State
ZIP Code
Who do you want to be the backup Trustee if your first choice cannot do it?(Required)
First
Last
What is that person’s relationship to you?(Required) (for example, husband, wife, girlfriend, boyfriend, brother, sister, uncle, etc.)? Pro Tip: only name one person for this, no Co-Trustees.Who do you want to be the second backup Trustee if your first backup cannot do it?(Required)
First
Last
What is that person’s relationship to you?(Required) (for example, husband, wife, girlfriend, boyfriend, brother, sister, uncle, etc.)? Pro Tip: only name one person for this, no Co-Trustees.If you do not have any beneficiaries, what is the name of your favorite charitable organization? If you do not name an organization, and you do not have any beneficiaries, your assets will pass to the state of Ohio. (e.g., every single person you name in your trust, or that is related to you, in the whole world, dies)
Specific Gift Living Trust
Price:
Total
Full Name(Required)
First
Last
Billing Address(Required)
Street Address
Address Line 2
City
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific
State
ZIP Code
Credit Card(Required)Card Details
Cardholder Name
2050 South High Street
Suite #A.2.4
Columbus, OH 43207
Quick Links
- Home
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Useful Links
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Apply For Your Employer Identification Number/SS-4 Form
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