The answers your binder didn't come with.

Most people sign a revocable living trust and leave the attorney's office without a clear picture of what it actually does. This guide fills that gap. What a revocable trust is, how to fund it, what gets transferred and how, and what your family will deal with when it's time to use it.

• How a revocable trust works in plain language
• What "funding the trust" means and how to do it
• Real property, bank accounts, and investment transfers
• What the trustee does during your lifetime vs. after
• Common mistakes families make after signing

You've been named a successor trustee. Now what? This guide walks through the practical tasks, in order, that a successor trustee needs to handle after the original trustee dies or becomes incapacitated. No legal training required.

• Your first steps after taking over the trust
• How to notify beneficiaries and institutions
• What you're legally required to do vs. what's optional
• How to handle trust assets, bills, and distributions
• When you need an attorney and when you don't

A revocable trust doesn't work alone. Powers of attorney, healthcare directives, and a pour-over will are the documents that fill in the gaps your trust can't cover. This guide explains each one, what it does, when it's used, and what happens if it's missing.

• Durable power of attorney explained clearly
• Healthcare directive vs. living will vs. POLST
• What a pour-over will does (and what it can't do)
• Who should have copies and where to keep them
• What to update when life circumstances change