Trust Planning Checklist
Trust Planning Checklist
Everything You Need to Gather, Consider, and Decide Before Writing Your Trust by Ann LeFlore
Before your trust can be drafted correctly, every asset, relationship, and decision behind it needs to be on paper — not in your head.
This checklist walks you through twelve sections covering personal information, real estate, financial accounts, business interests, personal property, debts, beneficiaries, trustee selection, distribution instructions, long-term goals, related documents, and trust funding — so nothing gets missed before you sit down with an attorney.
Whether you’re planning your first trust or revisiting an existing plan, this checklist gives you the complete list of information and decisions to gather in advance, so your attorney can draft a trust that actually reflects your intentions.
PDF: $4.98
What's Inside
- Section 1 — Personal Information & Identifying Details
- Section 2 — Real Property & Real Estate
- Section 3 — Financial Accounts & Liquid Assets
- Section 4 — Business Interests & Ownership Stakes
- Section 5 — Personal Property, Valuables & Tangible Assets
- Section 6 — Liabilities, Debts & Financial Obligations
- Section 7 — Beneficiaries
- Section 8 — Trustee & Successor Trustee Selection
- Section 9 — Distribution Goals & Instructions
- Section 10 — Trust Purpose, Goals & Long-Term Intentions
- Section 11 — Related Documents to Review or Prepare
- Section 12 — Funding the Trust After Execution
Product Description
The Trust Planning Checklist by Ann LeFlore is a comprehensive, plain-language tool for anyone preparing to create a trust. Rather than explaining trust law in the abstract, it gives you a structured, checkbox-by-checkbox process for gathering the exact information an attorney will need — from identifying details and asset inventories to beneficiary decisions, trustee selection, distribution instructions, and the often-overlooked step of properly funding the trust after it’s signed.
Working through each section before your attorney meeting means fewer follow-up calls, fewer gaps, and a trust document that more precisely reflects your actual intentions the first time it’s drafted.
Product Details
Title: Trust Planning Checklist Author: Ann LeFlore Format: Digital Download / Educational Checklist Category: Trust Administration, Trust Law, Estate Planning Pages: 8 Ideal For: Individuals and couples preparing to create or update a trust Delivery: Instant access upon purchase Usage: Personal educational use
Disclaimer
This checklist is intended for general educational and informational purposes only and does not constitute legal advice. It is designed to help you organize your thoughts, gather the information your attorney will need, and clarify your goals before your trust is drafted. Consult a qualified estate planning attorney before executing any trust documents. No attorney-client relationship is created by the use of this material.