Massachusetts Joint Revocable Living Trust Template (Married Couples)
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What's Included
Attorney-style Massachusetts Joint Revocable Living Trust for married couples. Drafted under Mass. Gen. Laws c. 203E §§ 101 et seq. (Massachusetts Uniform Trust Code). Covers Massachusetts estate tax planning (separate state threshold: $2M, flat rate 0.8–16%), optional disclaimer bypass sub-trust for MA estate tax savings, Massachusetts elective share rights (MGL c. 191 § 15), co-trustee management, incapacity and successor trustee succession, death-distribution instructions, Massachusetts real estate excise tax exemption for transfers to revocable trust, trustee powers under MGL c. 203E § 815, deed-in-trust recording requirements, and pour-over will coordination. Includes asset schedules, trustee certificate, and Massachusetts notary acknowledgment 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 Massachusetts attorney for advice specific to your situation.
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