Decide the type of trust you need
Choose the trust’s purpose and beneficiaries
Select the trustee
Choose the trust property to transfer into the trust
Draft the trust document
Sign the trust document according to local legal requirements
Fund the trust by transferring assets into it
Obtain any required tax identification numbers
Retitle assets in the name of the trust
Keep records of trust assets and transactions
Review and update the trust as needed
Consult a qualified estate planning attorney or financial professional