Decide what kind of trust you need
Choose the trust’s purpose and beneficiaries
Select a trustee
Choose a trust attorney or estate planning professional
Draft the trust document
Sign the trust agreement
Notarize or witness the document if required by your state
Obtain an EIN if the trust needs one
Open a bank or brokerage account in the trust’s name
Fund the trust by transferring assets into it
Retitle assets to the trust where necessary
Keep records and review the trust regularly