Create Trust | Williams Legacy Group

Select Trust Type

Choose the type of trust that best fits your estate planning goals

AI Five-Mind Recommendation

Based on common estate planning needs, a Revocable Living Trust is ideal for most families seeking probate avoidance and flexible asset management. For asset protection or tax planning, consider an Irrevocable Trust.

Revocable Living Trust

Avoid probate, maintain control, and easily modify terms during your lifetime.

Irrevocable Trust

Asset protection, estate tax reduction, and Medicaid planning benefits.

Dynasty Trust

Multi-generational wealth transfer with perpetual tax advantages.

SLAT

Spousal Lifetime Access Trust for married couples' estate tax planning.

GRAT

Transfer appreciating assets with minimal gift tax exposure.

ILIT

Keep life insurance proceeds out of your taxable estate.

Grantor Information

The grantor is the person creating and funding the trust

Primary Grantor

First Name *

Last Name *

Date of Birth *

SSN *

Address *

City *

State *

ZIP Code *

Phone

Email *

Trustee Information

The trustee manages the trust assets according to the trust terms

AI Trustee Selection Guidance

For a revocable trust, the grantor typically serves as initial trustee. You'll also need a successor trustee who takes over if you become incapacitated or pass away.

Initial Trustee

Grantor will serve as Initial Trustee

Successor Trustee

First Name *

Last Name *

Relationship to Grantor

Phone

Email

Beneficiaries

Beneficiaries are the individuals or entities who will receive trust assets

Primary Beneficiary #1

First Name *

Last Name *

Relationship

Share Percentage

Distribution Terms

Trust Assets

List the assets you plan to transfer into the trust

AI Asset Funding Reminder

After your trust is created, you'll need to formally transfer these assets into the trust. For real estate, this requires a new deed. For accounts, you'll need to change the title. We'll guide you through this process.

Asset Description

Type

Est. Value

Estimated Total Trust Value $0

Review & Create

Review your trust information before creating

Trust Type

Type Revocable Living Trust

Grantor

Name —

Location —

Trustees

Initial Trustee Grantor

Successor Trustee —

Beneficiaries

Number of Beneficiaries 1

Assets

Estimated Total Value $0

AI Next Steps After Creation

After creating your trust, you'll need to:

Complete the Triple Lock Process (IRS Forms 8822-B, 56, 56-F)
Transfer assets into the trust (retitle accounts, record new deeds)
Update beneficiary designations on retirement accounts and life insurance

Create New Trust

Select Trust Type

Grantor Information

Trustee Information

Beneficiaries

Trust Assets

Review & Create

Trust Created Successfully!

Unable to Create Trust