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Vermont Revocable Living Trust Form

Vermont Revocable Living Trust Form

Updated August 02, 2023

The Vermont revocable living trust is a legal arrangement wherein the Grantor places their assets and property into a separate so that, upon their death, their named Beneficiaries will avoid probate when distributing the Grantor’s estate. In addition to avoiding probate, a living trust includes an incapacity clause which ensures that the Grantor will be properly cared for through the Trust in the event that they become mentally incapacitated or unable to communicate. Unlike certain living trusts, with a revocable living trust, the Grantor can revoke or change their trust at any time.

Laws – Title 14A, Chapter 6 (Revocable Trusts)

How to Write

Step 1 – Download in PDF, Microsoft Word (.docx), or Open Document Text (.odt).

Step 2 – At the top of the Trust document, enter the Grantor’s name and the date. Below that, the names and addresses of the Grantor and appointed Trustee must be entered.

Step 3 – Article 1 asks that the Grantor create a name for the Trust and indicate whether this is an amendment of a pre-existing Trust or if it is a new Trust document.

Step 4 – Article 4, Section A should hold a list of the properties that are to be distributed upon the Grantor’s death. Beside each property, enter the name of the receiving individual or organization.

Step 5 – Under Article 4, Section B, select who will receive all the Grantor’s personal property after death. If a specific individual is selected instead of the Beneficiaries, their name, address, and Social Security number must be provided.

Step 6 – If the Grantor has any pets, a “Pet Caretaker” must be appointed under Section C of Article 4. An “Alternate Pet Caretaker” must also be appointed in the event the first Pet Caretaker cannot perform his/her duties.

Step 7 – If Section C was completed, funding must be established for the Pet Caretaker. Under Part (ii) of Section C, select the type of funding for the Pet Caretaker.

Step 8 – To ensure that the Grantor’s pets are in good care and that the Pet Caretaker is using the funds in an appropriate manner, a 3rd Party Enforcer should be appointed. Their name and address can be entered under Part (iii) of Section C.

Step 9 – Go to Section D of Article 4 and enter the names of up to four (4) Beneficiaries. These Beneficiaries will receive equal shares of all undistributed property in the Trust.

Step 10 – Enter a number into the space provided under Article 10 and select either “Months” or “Years.” This amount of time will limit the number of accounting requests a Beneficiary can make concerning assets within the Trust.

Step 11 – Under Article 13, Section A, enter the names and addresses of the Successor Trustee and 2nd Successor Trustee.

Step 12 – Under Article 13, Section I, select one (1) of the boxes to indicate what type of compensation all Trustees will receive.

Step 13 – Under Article 15, the Grantor can establish the numbers of days a person is required to survive them in order to make a claim or benefit from the Trust.

Step 14 – The marital status of the Grantor must be indicated under Article 17. The name of the Grantor’s Spouse, if applicable, should be entered in the empty field next to the second checkbox.

In the event that the Grantor and the Grantor’s Spouse die at the same time, but it isn’t determinable who dies first, it must be indicated (as shown below) how the Grantor’s estate will be transferred.

Step 15 – Go to Article 18 and, if the Grantor has any children, provide their name(s) in the blank field.

Step 16 – Article 21 provides a space for the Grantor to list the names of anyone they wish to specifically exclude from the Trust.

Step 17 – The Grantor, Trustee, and Successor Trustee must sign under Article 22.

Step 18 – Provide the following information in order to legitimize the Self-Proving Affidavit on page 19:

  • 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

Allow a notary public (if present) to complete the last section of this page.

Step 19 – A list of all property and assets within the Trust should be included on the last page of the form labelled “Attachment A.”

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