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Universal Revocable Living Trust Template

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What's Included

Comprehensive Universal Revocable Living Trust template valid across all 50 U.S. states and territories. Drafted to comply with the Uniform Trust Code (UTC) as widely adopted. Avoids probate, provides incapacity management, and maintains privacy. Includes grantor declarations, trust funding provisions, successor trustee succession with tie-breaker, co-trustee provisions, distributions to spouse and descendants, incapacity standard with physician certification, complete amendment and revocation clauses, trustee powers (30+ enumerated), anti-contest clause, and two-witness notary execution block. NOTE: Customize with your state's specific trust execution requirements. Instant .docx download.

Trust declaration & revocation clause
Trustor, Trustee & Successor Trustee definitions
Trust funding instructions
Asset schedule (Schedule A)
Distribution provisions
Incapacity provisions for grantor
Trustee powers & limitations
Amendment & revocation procedures
Pour-over Will coordination
Spendthrift clause
Specific & residuary distributions
Notary acknowledgment block

Who This Is For

  • Homeowners who want to avoid probate
  • Privacy-conscious individuals (trusts are not public record)
  • Owners of property in multiple states
  • People with minor children needing structured distributions

NOT Appropriate For

  • Asset protection from current creditors (use irrevocable instead)
  • Estates already qualifying for small-estate procedures
  • People unwilling to retitle assets into the trust

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 Universal attorney for advice specific to your situation.

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Microsoft Word (.docx) — fully editable
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