Decide whether a revocable trust fits your goals
List the assets you want the trust to hold
Choose the grantor, trustee, and successor trustee
Select beneficiaries
Choose the trust terms and distribution rules
Draft the revocable trust document
Sign the trust document according to state law
Notarize the trust if required
Create a trust funding plan
Transfer real estate into the trust
Retitle bank and brokerage accounts in the trust’s name
Assign ownership of business interests if appropriate
Update beneficiary designations where needed
Transfer personal property into the trust
Keep a pour-over will as a backup
Store trust documents safely
Review and update the trust regularly