Washington Revocable Living Trust Form

The Washington revocable living trust form is a document used for distributing one’s estate to ensure that the estate’s inheritors will bypass probate court proceedings. It also maintains the privacy of this distribution from public records. The Grantor will place their assets and property into this trust, appointing a trustee to manage the trust and one or more Beneficiaries as their heirs. During their lifetime, the Grantor will still benefit from their assets and receive any associated income. They also retain the right to revoke or amend their living trust at any time.

LawsRCW 11.98.011

How to Write

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

Step 2 – Enter the following information into the first page of the Washington Revocable Living Trust form:

  • Grantor’s name
  • Date
  • Grantor’s name
  • Grantor’s mailing address
  • Trustee’s name
  • Trustee’s mailing address

Step 3 – Next, create a name for the Trust under Article 1. Select the appropriate box to indicate if this is an amendment of a prior Trust or if this is a new Trust.

Step 4 – All property within the Trust will be distributed after the Grantor’s death as per the directions under Article 4, Section A. Create a list of all property and enter the name of the individual who will inherit it.

Step 5 – Under Section B of Article 4, select who will receive all the Grantor’s personal property when they die. Enter a name, address, and Social Security number in the fields provided if the second box was selected.

Step 6 – Any pets owned by the Grantor at the time of death will be cared for by the “Pet Caretaker”, indicated in Section C of Article 4. If the Pet Caretaker is unable to take care of the pets, the “Alternate Pet Caretaker” will assume the responsibility. Enter both Caretaker’s names and addresses.

Step 7 – Part (ii) of Section C should be completed only if Section C was filled out. Select the type of funding to be provided to the Pet Caretaker. If the first box was marked, enter the dollar amount and establish for how long these funds will be distributed.

Step 8 – Under Section C, Part (iii), enter the name and address of the “3rd Party Enforcer.”

Step 9 – Under Article 4, Section D, name the Beneficiaries who will receive all residuary property once the Grantor dies.

Step 10 – Under Article 10, establish the number of accounting-requests a Beneficiary can make on the Trust per month or per year.

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

Step 12 – Under Article 13, Section I, indicate what sort of compensation the Trustees are entitled to.

Step 13 – Under Article 15, it must be established how long an individual or organization must survive past the Grantor in order to benefit from the Trust.

Step 14 – Under Article 17, indicate the Grantor’s current marital situation. If the Grantor is married, the Spouse’s name should be included next to the second checkbox.

Select one (1) of the boxes as shown in the image below (only if the Grantor has a Spouse). If the Grantor and the Grantor’s Spouse die at the same time, this section will establish what will happen to the Grantor’s estate if it isn’t conclusive who actually died first.

Step 15 – Provide the names of all the Grantor’s children under Article 18.

Step 16 – Provide the names of all the individuals/organizations who are to be purposefully excluded from the Trust.

Step 17 – The Grantor, Trustee, and Successor Trustee must sign Article 22 to give the Grantor power to amend their Trust.

Step 18 – Enter the following information into the second-to-last page of the revocable Trust form.

  • 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 19 – This section is only to be completed if a notary public was present during the signing of the document (recommended).

Step 20 – On the last page of the form, list all the property and assets that will be transferred into the Trust.