Revocable Living Trust Checklist

    Preparing and funding a Michigan revocable living trust.

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    Quick Answer

    What do I need for a Michigan revocable living trust?

    A Michigan revocable living trust only avoids probate if it is funded — the trust document alone does nothing. After signing, you must retitle real estate into the trust with a new recorded deed, change account ownership, and name the trust as beneficiary where appropriate. You will also need a pour-over will as a backstop.

    Required Forms

    • L-4260Property Transfer Affidavit (after retitling real estate)

    Documents to Gather

    Filing Steps, In Order

    1. 1.Decide on trustees, successor trustees, and beneficiaries
    2. 2.Set distribution terms — outright, staged, or held to a certain age
    3. 3.Sign the trust in front of a notary
    4. 4.Record a new deed transferring real estate into the trust
    5. 5.Retitle bank and brokerage accounts to the trust
    6. 6.Update beneficiary designations where the trust should receive assets
    7. 7.Sign a pour-over will covering anything left outside the trust

    Costs (Estimated)

    Deed recording ~$30 per property. No court filing fee. Document preparation is quoted after we review your matter.

    Questions about anything on this list?

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    Reviewed and updated by the Clear Path document team. Informational only — not legal advice.

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