Michigan Revocable Living Trust Form

Updated June 29, 2022

The Michigan revocable living trust is a legal instrument that is used to avoid probate when performing the disposition of an estate. The creator of the trust (the Grantor) will transfer the ownership of their property into the trust, often naming themselves as the manager of these assets (Trustee) during their lifetime. Instructions will be written into the trust document detailing how the trust is to be managed during the Grantor’s lifetime if they become incapacitated, and when they die. In addition to averting the probate process, the disposition of a revocable living trust, unlike a Will, is not made public. A revocable living trust can be altered, amended, or revoked by the Trustee at their discretion and as indicated within the particular trust document.

Laws – § 700.7601 to § 700.7615

How to Write

Step 1 – Download in Adobe PDFMicrosoft Word (.docx), or Open Document Text (.odt) format.

Step 2 – Open the file and provide the below information into the indicated spaces of 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

Below that, use the checkboxes to indicate whether this document “is” or “is not” an amendment to an existing trust.

Step 3 – On the third page of the trust document, in section “A” of “Article 4,” you will need to enter any “Specific Distributions” of property by describing the property and who it is being given to.

Step 4 – Next, in section “B,” indicate who will be inheriting the trust’s properties by selecting either “The Beneficiaries” or, if it is one singular heir, by selecting the second option and supplying their name, address, and SSN or TIN.

Step 5 – If the Grantor has any pets, they should supply the name and address of the “Pet Caretaker” who will be assuming responsibility for the pet(s). If possible, add the name and address for an “Alternate Pet Caretaker” as well.

Step 6 – Select whether there will be funding provided for the Pet Caretaker or not. If funding is being provided, enter the amount in US dollars into the indicated space and supply the duration of time that the Pet Caretaker must provide care for the pet(s) in “Months” or “Years.”

Step 7 – In part “iii,” enter the name and address of the person who will be responsible for ensuring that the pet(s) is/are being properly taken care of.

Step 8 – Moving onto section “D,” supply the name, last four (4) digits of SSN/Tax ID #, and address for up to four (4) Beneficiaries to the trust.

Step 9 – On page 11 of the document, in “Article 10,” enter the duration of time that a Beneficiary must wait between making requests for an accounting of the property in the trust.

Step 10 – Beneath “Article 13,” write the names and addresses for two (2) Successor Trustees.

Step 11 – Select whether the Trustee will receive “No compensation whatsoever” or “Be paid a reasonable fee.”

Step 12 – In “Article 15,” write the number of days that Beneficiaries must wait before receiving property.

Step 13 – Next, in “Article 17,” you will need to indicate whether the Grantor “Is Not Married” or “Is Married.” If you selected the latter option, provide the name of the Grantor’s Spouse.

Below that, use the checkboxes to determine whether the Grantor’s or their spouse’s estate will benefit from the other in the event that neither can be determined to have died first.

Step 14 – Beneath “Article 18,” enter the names of the Grantor’s children (if applicable).

Step 15 – If there are any individuals who are specifically excluded from the trust, enter their name(s) beneath “Article 21.”

Step 16 – On page 18 of the trust document, the signatures of the appointed Grantor, Trustee, and Successor Trustee must be included, along with their printed name and the date. If you are filling out the form by computer, you will need to print out the document before providing these signatures.

Step 17 – On the next page, enter the appropriate “State” and “County” into the “Self-Proving Affidavit” section. This section also requires the handwritten signatures of the Grantor, Trustee, Successor Trustee, and two witnesses, accompanied by the date.

Step 18 – On page 19, a “Notary Acknowledgement” is provided for a Notary Public to notarize the trust document. It is recommended, but not required, to have your trust notarized. The notary must provide the following information:

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

Step 18 – On the last page of the trust document, beneath “Attachment A,” you must list all of the assets and property which are to be put into the living trust.