Comprehensive Trust Drafting Features
Everything you need to create professional, compliant revocable living trusts for your clients.
Single & Joint Trusts
Create individual revocable living trusts or joint settlor trusts for married couples with unified estate planning.
Asset Protection
Include spendthrift provisions, special needs trust language, and discretionary distribution standards.
Tax Planning
Incorporate credit shelter trusts, marital deduction planning, and QTIP provisions for tax optimization.
Flexible Distributions
Design custom distribution scenarios with age-based distributions, staggered inheritances, and contingent beneficiaries.
Types of Revocable Living Trusts
Statular supports all common revocable living trust structures, allowing you to tailor each trust to your client's specific needs.
Single-Settlor Revocable Living Trust
Individual trust with comprehensive distribution scenarios, administrative provisions, tax planning, and fiduciary appointments for single clients.
Joint Settlor Revocable Living Trust
Dual-settlor trust with credit shelter provisions, marital deduction planning, and coordinated distribution schedules for married couples.
Trust with Special Needs Provisions
Include third-party special needs trust provisions to protect beneficiaries receiving government benefits while preserving their inheritance.
Included Documents
Generate a complete revocable living trust package from a single client interview — over 30 documents that work together seamlessly.
Trust Documents
- Revocable Living Trust
- Declaration of Trust
- Certification of Trust
- Assignment of Personal Property
- Community Property Agreement
Wills & Guardianship
- Pour-Over Will (each settlor)
- Guardian Nomination
- Short-Term Guardian Authorization
- Caregiver Authorization Affidavit
Powers of Attorney
- Durable Power of Attorney (each settlor)
- Durable Power of Attorney — Longform (each settlor)
Healthcare Directives
- Advance Healthcare Directive (each settlor)
- HIPAA Authorization (each settlor)
- Hospital Visitation Authorization (each settlor)
- Final Disposition Instructions (each settlor)
Property Transfers
- Grant Deed / Quitclaim Deed
- Preliminary Change of Ownership Report (PCOR)
- Funding Instructions
- Transfer Documents Package
- Affidavits
Client Materials
- Cover Page
- Cover Letter
- Client Summary
- Summary of Designations
- Client Acknowledgment
- Consent to Dual Representation
Frequently Asked Questions
Can I customize the trust language and provisions in Statular?
Yes, Statular provides extensive customization options. You can modify distribution scenarios, add custom clauses, adjust trustee powers, include special needs provisions, and tailor spendthrift language. The interview guides you through all options while maintaining statutory compliance.
How does Statular handle complex distribution scenarios?
Statular supports unlimited beneficiaries with customizable distribution scenarios including per stirpes, per capita, age-based distributions, staggered inheritances, and contingent beneficiaries. You can create different distribution plans for each beneficiary share and handle complex family situations.
Does Statular generate the funding documents and deeds?
Yes, Statular generates a complete funding package including grant deeds, quitclaim deeds, PCORs, assignment of personal property, bank transfer letters, and detailed funding instructions. All documents are pre-populated with client information from the interview.
Can I add AB trust or credit shelter provisions for married clients?
Yes, joint trusts in Statular support optional AB trust planning, QTIP provisions, and disclaimer trust planning. You can configure the marital deduction planning based on each client's estate tax situation and planning goals.
How does the client questionnaire integrate with trust drafting?
Client responses from the questionnaire sync directly into your interview and drafts, eliminating manual data entry. You can review and modify any responses before generating documents. Changes made in the interview automatically update all related documents in the package.