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New York Revocable Living Trust

Last reviewed: by MicroDocs editorial

A New York Revocable Living Trust holds your assets — your home, accounts, and personal property — under a structure you control while you're alive and that hands them off privately when you're gone. The right answer in New York for most families is the same as in every other state: skip probate, keep things private, and stay in control.

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About the New York Living Trust

Our Revocable Living Trust is generated as a complete, ready-to-sign Trust Agreement plus the Certificate of Trust banks and title companies will ask to see. For New York homeowners we also generate a Warranty Deed (Premium plan) and a cover letter you can mail to your New York county clerk to actually move the property into the trust — the step most DIY trust kits skip.

You answer one questionnaire — names, beneficiaries, trustees, successor trustees — and we produce the full trust binder in minutes. You can revoke or amend it at any time, which is what "revocable" means: the trust is yours, and the documents reflect that explicitly.

The trust pairs with a Pour-Over Will (also generated for you) so anything you forgot to title into the trust during your lifetime falls into the trust at death — a belt-and-braces backstop New York probate judges expect to see.

New York launches soon — what you can do today

Our full New York estate-planning binder isn't live yet. Reserve your spot above and you'll be notified the moment it launches. In the meantime, three of our documents work in every state today — HIPAA Authorization, Execution Checklist, and Notary Guide — bundled together for $49.

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New York Living Trust — Common Questions

Yes. We generate a separate Certificate of Trust — the short, signed summary that New York banks and title companies actually want — so you don't have to hand over the full trust agreement at every counter. The trust agreement itself is structured to satisfy New York Property Code requirements for an enforceable revocable trust.

A will tells a New York probate court what to do after you die. A revocable living trust holds your assets now, while you're alive, so most of those assets never go through New York probate at all. Most families use both: the trust for the assets, plus a short pour-over will to catch anything left out.

Yes — a trust only avoids probate for assets that are actually titled in the trust's name. The Premium plan includes a New York-style Warranty Deed plus a cover letter you mail to your county clerk's office to record the deed and move the property into the trust. If you own a home, choose Premium.

Yes — that is the entire point of "revocable." While you're alive and competent, you can amend, restate, or completely revoke the trust whenever you want. You can also regenerate the trust documents from your dashboard up to five times within the same plan.

See the full New York estate plan

The New York Living Trust is one piece of a complete New York estate-planning binder — will, trust, financial and medical powers of attorney, HIPAA, and more.

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Other New York documents

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