Decide what type of trust you want
Choose the trustee
Choose the beneficiaries
Work with an estate planning attorney
Draft the trust document
Sign the trust document according to state law
Prepare a new deed for the house
Transfer the house title into the trust
Record the deed with the county recorder or land records office
Update your homeowner’s insurance policy
Review your mortgage terms before transferring the property
Update any related estate planning documents
Keep copies of the trust and deed with your records
Review the trust periodically and update it as needed
