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REVISED VERSION NOVEMBER 20183 AUGUST 2018TTAU TAU O TE CAIRO TRUST RESTATED TRUST DEEDRestated, incorporating amendments made on 29 November 2018REVISED VERSION NOVEMBER 2018TABLE OF CONTENTS HE
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How to fill out a revocable living trust

01
Gather all necessary information such as assets, beneficiaries, and trustee.
02
Choose a trustee to manage the trust.
03
Draft the trust document with the help of an attorney or online template.
04
Specify the assets you want to place in the trust.
05
Sign the trust document in front of a notary.
06
Transfer ownership of assets to the trust.
07
Review and update the trust as needed.

Who needs a revocable living trust?

01
People who want to avoid probate process for their assets.
02
Individuals who want to maintain control over their assets while alive.
03
Families with minor children who want to ensure their financial security in case of incapacity or death.
04
Those who want to maintain privacy regarding their assets and beneficiaries.
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A revocable living trust is a legal document that allows an individual (known as the grantor or settlor) to transfer assets to a trust during their lifetime, which can be amended or revoked at any time.
There is no requirement to file a revocable living trust with any government agency. The trust is typically managed by the grantor during their lifetime and then distributed according to the terms of the trust upon their death.
To fill out a revocable living trust, the grantor must first decide what assets to transfer into the trust, appoint a trustee to manage the trust, and specify the beneficiaries who will receive the assets upon the grantor's death.
The purpose of a revocable living trust is to avoid probate, maintain privacy, and provide flexibility in managing and distributing assets during the grantor's lifetime and after their death.
The information reported on a revocable living trust typically includes the names of the grantor, trustee, and beneficiaries, a list of assets transferred into the trust, and instructions for distributing those assets.
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