Choose the type of trust you need
Decide on the trust purpose
Select the grantor
Choose the trustee
Identify the beneficiaries
List the assets to place in the trust
Draft the trust document
Sign the trust document properly
Notarize the trust if required
Fund the trust by transferring assets into it
Update titles and beneficiary designations as needed
Keep records of the trust documents and transfers
Review and update the trust regularly
Consult a qualified attorney for legal requirements
