Frequently Asked Questions

Trust With Us is preparing an online service for trust creation documents, with clear explanations and instructions for the steps that follow. Today, you can read our guides and send an inquiry.

Package contents are being finalized. Each package page will list every document it includes before it is offered. A document that is not listed is not included.

No. Trust With Us is not a law firm, does not provide legal or tax advice, and does not act as a trustee. See our service disclosures.

Not yet. The Get Started form sends an inquiry. It does not create a trust or place an order.

You do. Funding means transferring your own assets into the trust, working with each institution that holds them. See Funding Your Trust for general steps by asset type.

Not necessarily. Some assets, such as retirement accounts, generally should not be retitled into a trust. The right approach depends on the asset and your situation.

Availability is being confirmed state by state. Send an inquiry with your state and we’ll follow up.

Yes. Tell us your state of residence and we will follow up about availability.

Trust documents are signed outside this website. Requirements for signatures, witnesses and notarization vary by state. The planned service will include written signing instructions for your state.

No. Do not assume that an electronic signature is valid for a trust in your state.

Yes. Irrevocable trusts are a core part of the service we’re building, alongside revocable trusts. Because each type works differently, each will be offered with its own questions, documents and instructions. Tell us your goal through the inquiry form and we’ll follow up. See Irrevocable Trusts.

It can. Assets you transfer to an irrevocable trust are generally no longer yours, which can put them out of reach of your future creditors. The level of protection depends on the type of trust, your state’s law and timing. Transfers made to avoid existing debts or claims can be undone under fraudulent-transfer laws, and Medicaid applies a five-year look-back to transfers.

Generally not from your own creditors while you are alive, because you keep control of the assets. A revocable trust is mainly used to avoid probate and plan for incapacity.

Generally not in the way you can change a revocable trust. Some trusts and some states allow limited changes. Because these trusts are hard to undo, consider independent legal and tax advice before creating one.

EIN assistance is not currently offered. The IRS issues EINs directly without a fee. See EIN Assistance.

Inquiries are used to respond to you and are kept for a limited period. See our privacy notice.