New York Joint Revocable Living Trust Template (Married Couples)
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What's Included
Attorney-style New York Joint Revocable Living Trust for married couples. Drafted under N.Y. Est. Powers & Trusts Law (EPTL) §§ 7-1.1 et seq. and N.Y. Trust Law. Covers New York estate tax planning (separate state estate tax threshold: $7.16M in 2024), optional credit-shelter bypass trust for state-only estate tax savings, elective share rights (EPTL § 5-1.1-A), co-trustee succession, incapacity and death administration, New York real property transfer-in-trust requirements (RP-5217 instructions), trustee powers, and pour-over will coordination. Includes New York specific asset schedule, TP-584 real property transfer note, and New York notary acknowledgment. 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 New York attorney for advice specific to your situation.
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