Revocable Living Trusts
Probate avoidance, incapacity management, and privacy — plus the myths (creditor protection, tax savings) to correct with clients.
What this guide covers
- The RLT's benefits are probate avoidance, privacy, and incapacity management — not taxes or creditor protection.
- Funding determines whether the trust works; the pour-over will is only a backstop.
- Never retitle a qualified retirement account into a revocable trust; plan the beneficiary designation under SECURE.
- Draft a precise incapacity trigger so the successor trustee can act without court involvement.
The full guide includes the detailed analysis, worked examples, statutory citations, and related resources below.
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Educational reference, not legal advice. Prepared for licensed professionals as general reference; not legal advice and no attorney-client relationship is created. Law varies by state and changes over time — verify transfer-tax figures and statutory citations against current primary authority. This resource was last updated 2026-07-31. Estateur is not a law firm.