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Connecticut Revocable Living Trust Form

Connecticut Revocable Living Trust Form

Updated August 02, 2023

The Connecticut revocable living trust is a form that allows an individual (Grantor) to set aside their assets for the benefit of someone else (Beneficiary). Ownership of any asset placed in the trust will be transferred to the name of the Beneficiary as soon as the Grantor dies, unlike a Will whereas the Grantor’s assets are subject to the probate process. The main benefit of this trust type is that the Grantor can make modifications to the trust’s provisions or, if necessary, terminate its existence. A Revocable trust also allows the Grantor to continuously benefit from their assets during their lifetime. Furthermore, the Grantor of a Revocable living trust is authorized to act as Trustee and manage their property during their lifetime.

Laws – Chapter 802c – (Trusts)

How to Write

Step 1 – Download the living trust form in either PDF (.pdf)Microsoft Word (.docx), or Open Document Text (odt).

Step 2 – Begin filling in the living trust form by entering the following information in the entry fields found on the first page:

  • Grantor’s name
  • Date
  • Grantor’s name
  • Grantor’s mailing address
  • Trustee’s name
  • Trustee’s mailing address
  • Name of the trust
  • Is the trust an amendment to a prior living trust?

Step 3 – In Article 4, Section A (continuing on to Page 3), specify the individual(s) or organization(s) that will benefit from the Grantor’s assets and describe the assets.

Step 4 – Continue by completing Section B of Article 14. Specify who is to benefit from the Grantor’s tangible assets by selecting either “The Beneficiaries” or, if not the Beneficiaries, choose the second option and enter an alternate person’s name, address, and the last four (4) digits of their SSN/Tax ID #.

Step 5 – Article 4, Section C requires the name and address of an individual who will take care of the Grantor’s pets upon death of the Grantor or incompetency. Provide the name and address of an alternate individual who will assume control of the Grantor’s pets in the event that the initial Pet Caretaker is unfit to do so.

Step 6 – Begin Section C, Part (ii) by entering a dollar amount that will be used to provide care for the Grantor’s pet(s.) Next, specify the amount of time (months or years) the Pet Caretaker has to take possession of the pet(s) and provide proper care before their duties are revoked. If the Grantor does not wish to provide funding for the Pet Caretaker, select the “No Funding” option.

Step 7 – In Part (iii) of Section C, enter the name and address of an individual with the authority to request a report from the Pet Caretaker regarding the usage of their funds.

Step 8 – Section D, Article 4 requests the names, last four (4) numbers of SSN/Tax ID #, and addresses of the Beneficiaries (maximum of four (4)).

Step 9 – In Article 10, “Accounting”, enter the length of time in which a Beneficiary can make a request for an account of the property in the trust (one request only during this timeframe).

Step 10 – Article 13, Section A requires that you give the names and addresses of two (2) Successor Trustees.

Step 11 – Continue reading on to Section I of Article 13 and click either “No compensation whatsoever” or “Be paid a reasonable fee” to indicate whether or not the Trustee shall receive compensation for their duties.

Step 12 – Article 15 asks you to specify the amount of days that must pass before a claim may be made on the Grantor’s trust.

Step 13 – For Article 17, choose one of the available options to specify the Grantor’s marital status. If the Grantor is married, provide the name of his/her spouse.

Step 14 – Article 18 simply requires you to provide the name of the Grantor’s children.

Step 15 – In Article 21, provide the names of the individual(s) who are to be excluded from the trust.

Step 16 – Page 17, Article 22 requires the signature of the Grantor, Trustee, and the Successor Trustee. All parties must also print their names and enter the date of signing.

Step 17 – In the empty spaces found below “Self-Proving Affidavit”, provide the following details:

  • State
  • County
  • Grantor’s signature plus the date
  • Trustee’s signature plus the date
  • Successor Trustee’s signature plus the date
  • 2nd Successor Trustee’s signature plus the date
  • Witness Signature plus the date
  • 2nd Witness Signature plus the date

Step 18 – Below “Notary Acknowledgement”, it is highly recommended that a Notary Public is present and fills in the following information:

  • Date of witness
  • Name of Grantor
  • Commission expiry date
  • Notary’s signature
  • Notary’s printed name

Step 19 – Lastly, in Attachment A, specify all assets and property being transferred to the trust.

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