What Changes Must I Make to Complete Trust Documents for a Family Member in Another State?

Simply follow the instructions provided in the legal forms contents, but do so with the clear understanding that the person signing the documents is the only person ‘completing’ or creating the Living Trust pro se.

Your state of residency is irrelevant, because the family member who will sign the documents is the pro se creator of the Living Trust — and you have no bearing on the decision-making process or the structure of the complete documents.

So while you can help a family member “fill in” the finished documents in a secretarial capacity, in no way are you “completing the documents for that person” — only a licensed attorney can provide legal advice to another person and complete documents without specific form field direction. (To find a local attorney for FREE to provide any legal advice you may require, see Standard Legal’s Attorney Find page.)

To create a valid Trust pro se, see Standard Legal’s Living Trust legal forms software page.