North Carolina Joint Revocable Living Trust Template (Married Couples)
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What's Included
Attorney-style North Carolina Joint Revocable Living Trust for married couples. Drafted under N.C. Gen. Stat. §§ 36C-1-101 et seq. (North Carolina Uniform Trust Code). North Carolina has no state estate or inheritance tax (repealed 2013). Covers co-trustee management, incapacity and successor trustee succession, North Carolina elective share rights (N.C.G.S. § 30-3.1 et seq.), death-distribution instructions to outright or sub-trust, real property transfer to trust (NC deed of trust vs. warranty deed considerations), trustee powers under N.C.G.S. § 36C-8-815, and pour-over will coordination. Includes asset schedule with NC real property section, North Carolina notary acknowledgment, and step-by-step trust funding guide. 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 North Carolina attorney for advice specific to your situation.
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