The Library
Every document. Nothing hidden.
These are the actual documents a trust package is built from — the full working set, open for anyone to read. Most firms show you a marketing page and a price. We'd rather you see exactly what you're getting before you spend a dollar.
Read them here. Ask your attorney to read them here. Then decide.
Core Instruments
The trust itself
The agreement that creates the trust, plus the papers a bank or title company will actually ask to see.
AP-RV-01
Revocable Living Trust Agreement
The main document. You keep full control of everything you place in it while you're living; the successor trustee takes over smoothly when you can't.
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AP-IR-01
Irrevocable Trust Agreement
The protection-grade instrument, drafted for the situs states on our menu — Wyoming primary, with South Dakota and Nevada available where the fit calls for them.
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AP-CT-01
Certification of Trust
The short form you hand to banks and brokers. It proves the trust exists and who may act — without revealing the whole estate plan.
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Companion Instruments
The rest of the package
A trust alone doesn't fund itself, and it doesn't cover you while you're alive. These four documents complete the package.
AP-PW-01
Pour-Over Will
Names guardians for minor children and catches anything that never made it into the trust — everything pours over into it at death.
AP-IC-01
Incapacity Document Set
Financial power of attorney, healthcare directive, and HIPAA authorization — the three documents your family needs if you can't speak for yourself.
AP-AT-01
Assignment of Personal Property
The one-page instrument that moves your tangible things — furniture, collections, equipment — into the trust.
AP-SA-01
Schedule A — Trust Funding
The running inventory of what the trust owns. One asset, one row, kept current — this is what makes the plan work.
Working Papers
How we think
The state-selection menu our intake walks through, the plain-language glossary, and the state addenda. Read these and you'll understand the structure better than most salespeople would explain it.
AP-SM-01
Situs Selection Menu
Where your trust "lives" — and why Wyoming, South Dakota, Nevada, Delaware, or Tennessee might be the right answer.
AP-GL-01
Plain-Language Glossary
Every term in the documents, defined in plain English. Grantor, settlor, situs, decanting — no law degree required.
AP-FG-01
Funding Guide
Step-by-step: moving each kind of asset into the trust — house, bank accounts, business interests, everything else.
State Addenda
State-specific modules
Attachments that adjust the core documents where a state's law requires it. One per state, matched to your situs at intake.
What these drafts are — and aren't
These are the working drafts of our document library, shown with their review markers still visible — the questions our process routes to the reviewing attorney before any final document is assembled for a client. A finished package you receive won't contain them.
AnchorPointTrusts is a document preparation service, not a law firm. We don't practice law or give legal advice. Your attorney reviews your completed package before you rely on it — and if you don't have one, the optional attorney review can provide one.