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Living trusts in California You can choose anyone as trustee and can even be trustee yourself, but you will need a successor trustee to manage the process after you die.

Creating a living trust in California is not terribly difficult, but it takes some planning. You might find it helpful to work with a financial advisor or another professional when drafting up your living trust. However, you can also download the forms online and then take them to a notary public yourself.

There are just six steps to setting up a trust: Decide how you want to set up the trust. Create a trust document. Sign and notarize the agreement. Set up a trust bank account. Transfer assets into the trust. For other assets, designate the trust as beneficiary.

How to Create a Living Trust in the State of California Take an inventory of your assets. Select your trustee. Designate your Beneficiaries. Write up your Declaration of Trust. Sign your Trust in front of a Notary Public (optional). Transfer assets and property to the Trust.

Creating a Handwritten Living Trust in California When you make a living trust that can manage your assets during your lifetime and afterward, the law calls you the ?settlor.? Whether your living trust is typed or handwritten, you, as the settlor, must sign the document.

Make a living trust: A quick checklist List your assets and decide which you'll include in the trust. Gather the paperwork. Decide whether you will be the sole grantor. Choose beneficiaries. Choose a successor trustee. Choose someone to manage property for minor children. Prepare the trust document. Sign and Notarize.