Illinois Joint Revocable Living Trust Template (Married Couples)
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What's Included
Attorney-style Illinois Joint Revocable Living Trust for married couples. Drafted under 760 ILCS 3/ et seq. (Illinois Trust Code, effective 1/1/2020). Covers Illinois estate tax planning (separate state threshold: $4M; top rate 16%), optional disclaimer/bypass sub-trust for Illinois-only tax savings, spousal elective share (755 ILCS 5/Art. II), co-trustee and successor trustee succession, incapacity administration, homestead exemption coordination, deed transfer to trust note (Illinois Real Estate Transfer Tax, 35 ILCS 200/31-1), trustee powers enumeration, and pour-over will coordination. Includes asset schedules, trustee certification, and Illinois notary block. Instant .docx download.
Who This Is For
- Residents with straightforward estates
- Individuals who want a solid will without attorney fees
- Married couples (each spouse needs their own)
- Anyone ready to get their affairs in order
NOT Appropriate For
- Business owners with complex ownership interests
- Blended families with competing inheritance claims
- Property owners in multiple states
- Taxable estates (over federal exemption)
Legal Disclaimer
This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed Illinois attorney for advice specific to your situation.
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