Decide which type of trust you want to use
Choose the trustee and successor trustee
Have the trust document drafted or reviewed by an attorney
Sign the trust agreement according to state law
Prepare a new deed transferring the home into the trust
Sign and notarize the deed if required
Record the deed with the county recorder or land records office
Update the homeowner’s insurance to reflect the trust ownership
Notify your mortgage lender if required by the loan terms
Update your estate plan to match the trust transfer
Keep copies of the trust and recorded deed with your records
Review the trust and property records periodically