Trust

Initial Intake (applies to all trusts)Common Types of Trusts for Estate Planning

Revocable Living Trust

Can be changed or revoked at any time while the grantor is alive.

Helps avoid probate but still subject to estate taxes.

Irrevocable Trust

Cannot be altered once established.

Provides stronger asset protection and potential tax benefits.

Testamentary Trust

Created through a will and activated after the grantor’s death.

Useful for controlling how heirs receive assets.

Special Needs Trust

Provides for a disabled beneficiary without disqualifying them from government benefits.

Charitable Trust

Benefits a charitable organization while providing tax deductions.

Examples: Charitable Remainder Trust (CRT), Charitable Lead Trust (CLT).

Spendthrift Trust

Protects assets from beneficiaries’ creditors by limiting access.

Bypass / Credit Shelter Trust

Helps married couples minimize estate taxes by using both spouses’ exemptions.

Generation-Skipping Trust

Transfers assets directly to grandchildren or future generations, skipping one level of estate taxes.

Grantor’s information (name, address, state)

Beneficiaries’ information

Trustee(s) and successor trustee(s)

Trust Type Selection

Dropdown: Revocable, Irrevocable, Testamentary, Special Needs, Charitable, Spendthrift, Generation-Skipping, etc.

Based on selection, conditional fields appear.

Example:

If Special Needs Trust → reveal fields about the beneficiary’s disability, government benefits, and caregiver instructions.

If Charitable Trust → reveal charitable organization details, remainder instructions, and tax designation fields.

If Revocable Trust → reveal flexibility options, property schedules, amendment clauses.

State-Specific Requirements

When the user selects their state, the form loads only those clauses/fields required by that jurisdiction.

Example: Some states require a witness signature in addition to a notary.

Output

All answers populate into a state-compliant trust template.

The PDF generated only includes the relevant clauses/sections (so it doesn’t look bloated with unused language).

Saved to the client’s Noble Seal account.

They can download it or route it to In-Person Notary (IPN) or Remote Online Notarization (RON).