USA Revocable Living Trust
Get Started with This SkillOverview
Draft and validate a revocable living trust in the USA; coordinates with pour-over will.
Getting Started
Add your source materials to the project workspace, then activate the USA Revocable Living Trust skill. The agent will guide you through the process step by step.
Example conversation
You: I want a revocable living trust so our assets avoid probate; my spouse and I will be trustees with our daughter as successor.
Agent: I’ll draft a revocable living trust with you and your spouse as grantors and initial trustees, your daughter as successor trustee, and beneficiaries as you specify. I’ll include trustee powers, revocability and amendment language, and run living_trust_check to confirm all required elements. You can pair this with a pour-over will.
Output excerpt
Revocable living trust excerpt
Grantor and trustee — I, [Name], grantor, transfer the property described in Schedule A to myself as trustee of the [Name] Revocable Living Trust.
Successor trustee — If I cease to serve as trustee, [Successor Name] shall serve as successor trustee. If [Successor Name] is unable or unwilling to serve, [Alternate Name] shall serve.
Revocability — I reserve the right to revoke or amend this trust at any time by signed instrument delivered to the trustee.
Powers — The trustee may manage, invest, and distribute trust property for the benefit of the grantor during life and to the beneficiaries upon the grantor’s death as set forth in this agreement.
Extension and validation
The skill includes living_trust_check, which validates the revocable living trust for: grantor, trustee, successor trustee(s), beneficiaries, revocability/amendment language, and powers of trustee. Run it after drafting to confirm required elements are present.