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Make Your Own Living Trust Paperback – March 17, 2011

ISBN-13: 978-1413313161 ISBN-10: 1413313167 Edition: 10th

12 New from $18.48 23 Used from $9.06
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Paperback, March 17, 2011
$18.48 $9.06

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Product Details

  • Series: Make Your Own Living Trust
  • Paperback: 360 pages
  • Publisher: NOLO; 10 edition (March 17, 2011)
  • Language: English
  • ISBN-10: 1413313167
  • ISBN-13: 978-1413313161
  • Product Dimensions: 8.5 x 1 x 11 inches
  • Shipping Weight: 2 pounds
  • Average Customer Review: 4.4 out of 5 stars  See all reviews (80 customer reviews)
  • Amazon Best Sellers Rank: #555,457 in Books (See Top 100 in Books)

Editorial Reviews

Amazon.com Review

Most of us know that upon our demise, a succession of fees and taxes will eat into our estates--no matter their size--if we don't plan now to protect them. Unfortunately, many of us still postpone this process because we hesitate to summon the outside legal assistance that's traditionally been required. The folks at Nolo Press have made it their mission to provide us with the means to complete a relatively uncomplicated official arrangement like this without lawyers, however, and their third edition of Make Your Own Living Trust offers hope even to the most hesitant among us. With easy-to-follow instructions, helpful worksheets, and all of the forms necessary, attorney Denis Clifford shows both individuals and couples how to avoid otherwise inevitable delays and costs by preparing on their own to transfer their property directly to their designated heirs. Clifford's method involves the creation of a "living trust," which is a basic legal entity that allows property to be simply passed along in this way immediately upon the death of the person who created it. He outlines advantages and drawbacks, and then clearly lays out the entire process. The excuses stop here. --Howard Rothman --This text refers to an out of print or unavailable edition of this title.

Review

You can set up your living trust yourself, but don't forget to transfer your home's title into your living trust... A good book to read first is Make Your Own Living Trust. (Robert Bruss The Washington Post 20090101)

The best book on [the] topic is Make Your Own Living Trust... (Charlotte Observer 20090101)

If you think you can prepare your own living trust, an excellent book is Make Your Own Living Trust. (Chicago Tribune 20090101)

Make Your Own Living Trust is an excellent reference. (Kiplinger's Retirement Report 20090101)

A do-it-yourself manual with checklists, step-by-step procedures, worksheets and forms. It even offers ideas for getting professional legal help for special questions or circumstances. (Los Angeles Times 20090101)

As if life weren't complicated enough, now dying is, too. But it can be simpler for your family and friends with a living trust. [Clifford] shows how living trusts work, naming beneficiaries and creating a backup will. (Orange County Register 20090101)

You can create your own [living trust] with Make Your Own Living Trust. (Smart Money 20090101)

An excellent book with sample living trust forms... (St. Petersburg Times 20090101)

In Nolo you can trust. ...Denis Clifford's clearly written Make Your Own Living Trust should prove an enormous help to families who want to spare their heirs the expense and trouble of probate. (Jan Rosen The New York Times 20090101)

There are important differences between the trust-mill approach and that of such well-respected products as Nolo's Make Your Own Living Trust. (The Wall Street Journal 20090101) --This text refers to an out of print or unavailable edition of this title.

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Customer Reviews

This book is well written and easy to understand and very helpful.
Electric Z
I am an attorney (shyreslaw.com) and I highly recommend this book for those who could use a simple trust and want to avoid probate.
Jason A. Shyres
"Make Your Own Living Trust" has provided more information than all the Living Trust seminars I have attended.
GreenExamEducation(dot)com

Most Helpful Customer Reviews

148 of 152 people found the following review helpful By A Customer on May 17, 2004
Format: Paperback
This book was a god-send! I was skeptical at first because I have no legal backround and I thought that making my own living trust would be complicated at best, impossible at worst. But following a recommendation of a friend I decided to give do-it-yourself law a shot. Boy am I happy I did! I saved a fortune in legal fees and was able to get the job done just as well as if I'd had a lawyer coaching me every step of the way.
Make Your Own Living Trust was easy to use and very accessible. It even has all of the forms you'll need on an enclosed CD-ROM. Thanks to this book I was able to transfer assets such as stocks, real estate and jewelry to my trust, appoint someone to manage the property that I'm leaving my children, and keep control over it while I live. So don't be afraid to do it yourself, you'll save money and get your trust done the way you want it!
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92 of 96 people found the following review helpful By Jason A. Shyres on March 10, 2006
Format: Paperback
I am an attorney (shyreslaw.com) and I highly recommend this book for those who could use a simple trust and want to avoid probate. Even if you decide to hire an attorney, this book is invaluable because it offers great insight into trusts and avoiding the probate system.

Attorney Denis Clifford wrote this great do-it-yourself book which provides everyone a way to create their own simple living trust. A CD-ROM is also provided so you can easily input your information and print it out.

For a more complete estate plan, the book introduces the importance of pourover wills in case the trust fails to encompass all the property. You may want to peruse Mr. Clifford's Simple Will Book as well (another recommended buy).
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148 of 161 people found the following review helpful By A Customer on June 13, 2000
Format: Paperback
I was pleased to see this book has a Mac/Windows CD in a jacket on the inside back cover. Your advertising and reviews did not seem to mention that.
As usual, this book was what I expect from Nolo: the best. Very informative, detailed, and useful.
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81 of 86 people found the following review helpful By Dean A. Palius on July 5, 2001
Format: Paperback
A generally easy to follow and excellent review of the material. However, a shortcoming is the lack of clearly definitive language for determining how to name mutual fund money markey accounts and life insurance policies in order to include in the Trust. For example, do you name yourself as initial trustee or the successor trustee as trustee of children's trusts as beneficiary on life policies? Do you make Trust owner and/or beneficiary of money market mutual funds. One additional crticism is that forms are not set up as "forms" per se. You must eliminate the "fill-in" language such as Name? for each blank.
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109 of 118 people found the following review helpful By A Customer on April 14, 1999
Format: Paperback
Even if you plan to hire an attorney to prepare your living trust, this book will help you know what to ask and what to expect.
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121 of 133 people found the following review helpful By A Customer on December 4, 2003
Format: Paperback
The book explained a lot of things well, but almost nobody is going to make their own living trust with this book. Maybe single people with modest estates and no children.

The book has many warnings: "If you want to do blah, blah, blah, see a lawyer. Nolo's living trust program does not handle this situation."

I would give it 3 or 4 stars, except Nolo Press's "Plan Your Estate" is much more thorough. Better to get that.
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27 of 27 people found the following review helpful By Oregon on August 16, 2007
Format: Paperback Verified Purchase
In order to help my parents with their trust, I had checked out about a dozen books on the subject from the library. I found Denis Clifford's to be the easiest to follow and easiest to read on a fairly complex subject. I found the book (and his "Plan Your Estate" book) so informative I bought a set for myself.

This book offers lots of "real life" examples of different types of financial scenarios and the best options for setting up a trust that will protect the assets from excessive legal fees and/or estate taxes. It covers almost everything you need to know to either write your own trust or carefully check the details of your trust if prepared by a lawyer.

The CD included provides you with the language you need to write your own by filling in the blanks, as well as the step-by-step procedure to cover all the bases to be certain the trust meets all the legal & tax requirements for trusts.

This book is also apparently updated each year, as the tax and estate laws are frequently being revised. I highly recommend this book, and also highly recommend as a companion book that covers other aspects of financial planning, wills, etc., Dennis Clifford's Plan Your Estate.

I was so impressed I also bought copies of both books for my parents and my sister so we could all get our finances in order.
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24 of 25 people found the following review helpful By Steve Dietrich VINE VOICE on May 7, 2007
Format: Paperback Verified Purchase
Nolo Press continues the tradition of providing step by step guidance through complex legal processes. Step by step demystification of the process.

Even if you are going to use an attorney this is a good read and you will save many times the cost of the book in having answered your own questions and by receiving a good introduction to the subject.

Highly recommended
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