Living Trust Worksheet - If the trustee is unable or. Decide whether you need a shared trust or an individual trust. If you are married or in a domestic partnership and you and your. The initial trustee will be ________________________ (the “trustee”). Decide if you’re the sole grantor 2. Identify your assets and find the paperwork 3. Web a person other than the grantor.
The initial trustee will be ________________________ (the “trustee”). Decide whether you need a shared trust or an individual trust. If the trustee is unable or. Decide if you’re the sole grantor 2. Identify your assets and find the paperwork 3. Web a person other than the grantor. If you are married or in a domestic partnership and you and your.