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Utah Revocable Living Trust Form

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UTAH WILL INSTRUCTIONS
All Property to Trust “Pour Over Will”

U.S. Legal Forms, Inc.
http://www.uslegalforms.com

This form is for person(s) who are establishing or have established a Living Trust.

Although living trusts are a useful tool in assisting one in estate planning, it should be noted that the necessity of a will has not been totally dispensed with merely by the creation of a living trust. One should also have, in addition to a living trust, a “pour over” will, or a will that provides that any assets not transferred to the living trust at the time of the grantor's death are to be transferred to the trust at the time of the grantor's death. This is necessary because inevitably there are always some assets which have not been transferred to the trust at one's death, and this method assures that they too will be controlled by the trust in a method that the grantor chooses, rather than distributed according the various state laws regarding intestacy.

This will is designed to be completed on your computer. To do so, use your mouse and click on each field which will be highlighted in gray. This will replace the gray with the words you type.

If you do not see the gray shaded area in Word, go to View, Toolbars and check Forms.

DISCLAIMER/LICENSE/LIABILITY LIMITATION

All forms in this package are provided without any warranty, express or implied, as to their legal effect and completeness. Please use at your own risk. If you have a serious legal problem we suggest that you consult an attorney. U.S. Legal Forms, Inc. does not provide legal advice. The products offered by U.S. Legal Forms (USLF) are not a substitute for the advice of an attorney.

For additional information, see the Law Summary and Information and Preview links in the search results for this form. A Definitions section is also linked on the Information and Preview page.

LAST WILL AND TESTAMENT OF

BE IT KNOWN THIS DAY THAT,

I, of County, Utah, being of legal age and of sound and disposing mind and memory, and not acting under duress, menace, fraud, or undue influence of any person, do make, declare and publish this to be my Will and hereby revoke any Will or Codicil I may have made.

ARTICLE ONE
Conveyance to Trust

Be it known that while living I transferred, assigned, conveyed and delivered all rights, title and interest in and to certain property owned by me to my Living Trust created the day of 20 and known as THE REVOCABLE TRUST, hereinafter referred to as “Trust”. After the payment of estate expenses and debts, all remaining rights, title and interest in any and all property owned by me at the time of my death, whether real or personal, wherever situated, which has not been so transferred to the Trust, is hereby willed, devised, bequeathed, given, transferred, assigned, conveyed and delivered to said Trust to be administered in accordance with the terms of the Trust.

ARTICLE TWO
Debts and Expenses

The payment of all my just debts, funeral expenses, costs and expenses of last illness and administrative expenses shall be paid by my Personal Representative, or if funds are not available then by the trustee of the Trust.

ARTICLE THREE
Guardian of Minor Children

Complete as applicable:

I have no children.

My Children are all adults.

I have minor child(ren). If any of my child(ren) are minors under the age of 21 years of age on the date of my death, then I direct that shall be appointed as Guardian of those minor children.

ARTICLE FOUR
Appointment of Personal Representative, Executor or Executrix

I hereby appoint as Personal Representative of this Will. In the event my Personal Representative shall predecease me, or, for any reason, shall fail to qualify or cease to act as my Personal Representative, then I hereby appoint to serve as successor Personal Representative of this Will.

Signature:

- 1-

The term "Personal Representative”, as used in this Will, shall be deemed to mean and include "Personal Representative”, “Executor” or “Executrix”.

ARTICLE FIVE
Waiver of Bond, Inventory, Accounting, Reporting and Approval

My Personal Representative and successor Personal Representative shall serve without any bond, and I hereby waive the necessity of preparing or filing any inventory, accounting, appraisal, reporting, approvals or final appraisement of my estate.

ARTICLE SIX
Powers of Personal Representative, Executor and Executrix

I direct that my Personal Representative shall cooperate with and follow any instructions and directions as provided by the Trustee of my Trust, in order that all provisions of my Trust be given full effect. Nothing contained herein shall be construed or interpreted to diminish any power and authority granted to my Trustee, and all provisions contained herein shall be interpreted to insure that all provisions of said Trust be carried out as directed.

I direct that my Personal Representative shall have broad discretion in the administration of my Estate, without the necessity of Court approval. I grant unto my Personal Representative, all powers that are allowed to be exercised by Personal Representatives by the laws of the State of Utah.

ARTICLE SEVEN
Construction Intentions and Misc. Provisions

It is my intent that this Will be interpreted according to the following provisions:

1. The masculine gender shall be deemed to include the feminine as well as the neuter, and vice versa, as to each of them; the singular shall be deemed to include the plural, and vice versa.

2. The term "testator" as used herein is deemed to include me as Testator or Testatrix.

3. This Will is not a result of a contract between myself and any beneficiary, fiduciary or third party and I may revoke this Will at any time.

4. If any part of this Will shall be declared invalid, illegal, or inoperative for any reason, it is my expressed intent that the remaining parts shall be effective and fully operative and it is my intent that any Court so interpreting same construct this Will and any provision in favor of survival.

Signature:

-2-

I direct that this Will and the construction thereof shall be governed by the Laws of the State of Utah.

I, , and , having signed this Will in the presence of who attested it at my request on this the day of 20 at (address), declare this to be my Last Will and Testament.

Testator/Testatrix

Print Name:

The above and foregoing Will of (name of testator/testatrix) was declared by in our view and presence to be his/her Will and was signed and subscribed by the said (name of testator/testatrix) in our view and presence and at his/her request and in the view and presence of (name of testator/testatrix) and in the view and presence of each other, we, the undersigned, witnessed and attested the due execution of the Will of (name of testator/testatrix)on this the day of 20.

Witness Signature

Print Name:

Address:

City, State, Zip:

Phone:

Witness Signature

Print Name:

Address:

City, State, Zip:

Phone:

-3-

Utah Self Proving Affidavit

I, , the testator/testatrix, sign my name to this instrument this day of 20 and being first duly sworn, do hereby declare to the undersigned authority that I sign and execute this instrument as my will and that I sign it willingly, that I execute it as my free and voluntary act for the purposes therein expressed, and that I am 18 years of age or older, of sound mind, and under no constraint or undue influence.


Testator/Testatrix

We, and , the witnesses, sign our names to this instrument, being first duly sworn, and do hereby declare to the undersigned authority that the testator/testatrix signs and executes this instrument as [his] [her] will and that [he] [she] signs it willingly, and that each of us, in the presence and hearing of the testator/testatrix, hereby signs this will as witness to the testator's/testatrix's signing, and that to the best of our knowledge the testator/testatrix is 18 years of age or older, of sound mind, and under no constraint or undue influence.


Witness


Witness

State of Utah

County of

Subscribed, sworn to and acknowledged before me by the testator/testatrix, and subscribed and sworn to before me by and witnesses, this day of 20.


Notary Public

My Commission expires:

US 75-2-504 Utah Self Proving Affidavit

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What the Utah Revocable Living Trust Form Is

A Utah Revocable Living Trust Form is a legal document used to create a revocable trust under Utah law that holds assets for the grantor during life and distributes them at death. It names the grantor, trustee, successor trustee, beneficiaries, and specifies terms for management, distribution, and revocation. The form is typically accompanied by a schedule of assets and instruments (deeds, accounts) to transfer ownership into the trust. While the trust itself is revocable during the grantor’s lifetime, accurate execution, funding, and recordkeeping are necessary to realize probate-avoidance and estate-planning benefits.

Why a Revocable Living Trust Form Matters in Utah

A properly executed Utah revocable living trust can simplify asset management, avoid probate for assets titled in the trust, and provide clear successor authority if you become incapacitated. It also makes transfers at death faster for beneficiaries and can reduce administrative burden on surviving family members.

Why a Revocable Living Trust Form Matters in Utah

Who Typically Uses This Trust Form

Individuals and families who own real estate, investment accounts, or business interests commonly use a revocable living trust to manage and transfer assets with greater privacy and fewer probate steps.

  • Single adults and couples managing property and beneficiaries, seeking probate avoidance and continuity.
  • Owners of titled assets (real estate, vehicles, brokerage accounts) who need transfer instructions and deed coordination.
  • Professionals (attorneys, financial advisors, trust companies) who prepare, review, or administer the trust document.

Step-by-step: Completing the Utah Revocable Living Trust Form

Follow these sequential steps to complete and put the trust into effect, from naming parties to funding assets.

  • 01
    1. Identify parties: Enter grantor, initial trustee, successor trustee names.
  • 02
    2. Define beneficiaries: List primary and contingent beneficiaries with percentages.
  • 03
    3. Set terms: Specify distribution timing, powers, and revocation method.
  • 04
    4. Execute and fund: Sign per Utah rules and transfer asset titles to trust.

How eSigning and Execution Typically Work

A typical online execution workflow covers upload, field placement, signer authentication, signature capture, and document delivery.

  • Upload Document: Add the trust form PDF or DOCX to the signing platform.
  • Place Fields: Insert signature, date, and initial fields where required.
  • Authenticate Signers: Choose email, SMS, or stronger methods for signer identity.
  • Capture Signature: Signers review and electronically sign; audit trail saved.

Digital workflow settings for completing the form

Configure these settings to ensure lawful e-execution and clear audit records when you use an eSignature platform.

Field Configuration
Signature Type Visible signature with timestamp and audit trail
Authentication Email link by default; use SMS or KBA for added assurance
Notarization Support Enable remote notarization if platform and state permit
Retention Store signed PDF plus certificate of completion

Sharing and technical requirements for electronic execution

Confirm platform compliance (ESIGN/UETA) and any required business associate agreements for sensitive data before proceeding with digital execution.

  • File Formats: PDF and DOCX supported
  • Integrations: CRM and cloud storage integrations
  • Notarization: RON support where available

Timing: when to sign, fund, and record

Observe these practical deadlines to ensure the trust operates as intended and property transfers are effective.

Sign and Execute:

Sign when document is complete; date of signature is the effective date.

Fund Real Estate:

Record deed transferring property to trust promptly to reflect title change.

Retitle Accounts:

Contact financial institutions to transfer account ownership to the trust as soon as possible.

Review Annually:

Revisit trustee choices and beneficiary designations each year or after major life changes.

Attorney Review:

Obtain legal review prior to funding; attorney timing varies by provider.

Key milestones from draft to active trust

These sequential stages show common milestones from creating the trust to final asset transfers.

01

Draft Agreement

Prepare terms and list of assets for transfer.

02

Execution

Grantor signs; trustee accepts duties in writing.

03

Funding

Deeds recorded and accounts retitled to trust.

04

Ongoing Administration

Trustee manages assets until revocation or distribution.

Security and compliance considerations for electronic trust documents

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
ESIGN/UETA: Platform compliance for electronic signatures
HIPAA BAA: Available where protected health information exists
SOC 2: SOC 2 Type II certification available
21 CFR Part 11: Supports compliance for regulated records
Accessibility: WCAG 2.0 Level AA conformance

Penalties, risks, and legal consequences of improper execution

Invalid Execution: May render trust unenforceable
Unfunded Trust: Assets outside trust may require probate
Title Issues: Unrecorded deeds can defeat intended transfers
Tax Exposure: Incorrect reporting can trigger IRS penalties
Witness Errors: Missing acknowledgments complicate probate avoidance
Revocation Mistakes: Improper revocation may create disputes

Common mistakes to avoid when preparing a revocable trust

  • Failing to fund the trust after execution leaves assets subject to probate and undermines intent.
  • Using inconsistent names or formats between deeds and trust documents triggers title and beneficiary disputes.
  • Omitting successor trustee contact information or powers can cause administration delays during incapacity or death.
  • Assuming bank accounts automatically transfer—many institutions require separate retitling or beneficiary designations.

Essential components included in a professional trust form

A complete revocable living trust form contains clauses and schedules that enable administration, successor management, and clear beneficiary designations.

Grantor

Identifies the person creating the trust and their powers to amend or revoke during lifetime.

Trustee

Names the initial trustee and outlines fiduciary powers, investment authority, and administrative duties.

Successor Trustee

Specifies who steps in on incapacity or death and how successor appointments occur.

Beneficiaries

Defines primary and contingent beneficiaries, distribution shares, and conditions for disbursement.

Revocation Clause

States the method for revoking or amending the trust and the effect of revocation.

Funding Schedule

Lists assets to be transferred, associated deeds, account numbers, and retitling instructions.

Supporting documents and formats to include with the trust form

Including correct supporting documents and using common file formats makes funding and later administration straightforward.

Deed

Recorded deed transferring real property into the trust; typically requires notarized acknowledgment for recording.

Pour-Over Will

A will that directs probate assets into the trust; useful as a safety net for unfunded property.

Schedule of Assets

Detailed list of bank accounts, investments, and titles to facilitate retitling and trustee administration.

Account Forms

Institution-specific transfer forms and beneficiary designation documents required by banks and brokerages.

eSignature vendor comparison for executing trust documents

Comparison of common vendor features and starting prices to consider for electronic signing; signNow is listed first per vendor column ordering requirements.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial Yes, 7-day trial Yes, trial available Yes, trial available Yes, trial available Yes, trial available
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently asked questions and answers

Answers to common questions about execution, e-signing, notarization, funding, and revocation for Utah revocable living trusts.


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