Official Indiana Living Trust Form | Step-by-Step Guide

Manage and distribute assets while avoiding probate

Sales Tax: 7%Notary: $10Witnesses: 1

Document Preview


REVOCABLE LIVING TRUST AGREEMENT
State of Indiana

This Living Trust Agreement is made on [DATE] by:

GRANTOR/TRUSTOR:
Name: [YOUR NAME]
Address: [ADDRESS], IN [ZIP]

TRUSTEE:
Name: [TRUSTEE NAME] (may be same as Grantor)
Address: [ADDRESS], IN [ZIP]

SUCCESSOR TRUSTEE:
Name: [SUCCESSOR TRUSTEE NAME]
Address: [ADDRESS], IN [ZIP]

ARTICLE I — TRUST NAME
This trust shall be known as the "[YOUR NAME] Revocable Living Trust."

ARTICLE II — TRUST PROPERTY
The Grantor transfers the property listed in Schedule A to the Trustee to hold under the terms of this agreement.

ARTICLE III — DURING GRANTOR'S LIFETIME
The Trustee shall manage trust property for the benefit of the Grantor. The Grantor retains the right to amend, revoke, or terminate this trust at any time.

ARTICLE IV — UPON GRANTOR'S INCAPACITY
If the Grantor becomes incapacitated, the Successor Trustee shall manage trust assets for the Grantor's benefit.

ARTICLE V — UPON GRANTOR'S DEATH
Upon death, the Trustee shall distribute trust assets as follows:
1. [BENEFICIARY NAME]: [PERCENTAGE/DESCRIPTION]
2. [BENEFICIARY NAME]: [PERCENTAGE/DESCRIPTION]
3. [BENEFICIARY NAME]: [PERCENTAGE/DESCRIPTION]

ARTICLE VI — TRUSTEE POWERS
The Trustee shall have full power to invest, sell, lease, and manage trust property in accordance with Indiana trust law.

This trust is governed by the laws of Indiana (IN Statutes).

GRANTOR SIGNATURE: _____________________ DATE: _____
TRUSTEE SIGNATURE: _____________________ DATE: _____

NOTARY:
State of Indiana, County of [COUNTY]
Subscribed and sworn before me this ___ day of _______, 20__.
Notary Public: _____________________

SCHEDULE A — TRUST PROPERTY:
[LIST ALL PROPERTY TRANSFERRED TO TRUST]

Indiana Living Trust Requirements

Review the following requirements to ensure your Living Trust is legally valid in Indiana.

Grantor must be of sound mind
Successor trustee named
Trust property listed in schedule
Notarization required
Trust must be funded (assets transferred)
Revocation clause included
Distribution instructions specified
Incapacity provisions included
Governing law stated
Signed by grantor and trustee

Indiana Notarization

While notarization may not be required in Indiana, it is recommended. Fees range from $10.

Before You Sign

Review all information carefully. In Indiana, a 7% sales tax may apply.

Legal Protection

Keep copies of all signed documents. Indiana law requires all parties to receive copies of executed documents.

Indiana Filing Deadlines

Check Indiana deadlines for filing or recording this document with the appropriate county clerk's office.

Living Trust Costs in Indiana

Estimated fees and processing times

Fee TypeCostNotes
Notary Fee$5-$15 (if required)Indiana standard rate: $10
Filing FeeVaries by stateState registration (if applicable)
Processing Time1-3 business daysTypical turnaround in Indiana
Sales Tax7%Indiana base rate (local taxes may apply)
Witness Requirement1 witnessSingle witness sufficient
Our TemplateFREEDownload instantly, no cost
Fees shown are Indiana-specific estimates. Contact your local office for exact pricing.

Where to File Your Living Trust in Indiana

Visit your local County Clerk office to file or notarize your Living Trust.

Indiana County Clerk

Indiana Capital

Main Government Building, Indiana

District County Clerk

Indiana Metro Area

County Courthouse, IN

JRJ
Reviewed & Fact-Checked

Jennifer Rodriguez, J.D.

Estate Planning Attorney

Licensed in 5 states, 12+ years experience

Focuses on wills, trusts, and power of attorney documents

This Living Trust template for Indiana has been reviewed for accuracy and legal compliance.

Last reviewed: March 2026

FAQ: Living Trust in Indiana

Is a Living Trust required in Indiana?

Yes, in Indiana, a Living Trust is required for most transactions of this type. Under Indiana State Code, the document must include all parties' information, be signed, and witnessed by at least one individual. Failure to use a proper Living Trust may result in legal complications.

Does a Living Trust need to be notarized in Indiana?

Notarization requirements in Indiana (IN) vary by transaction type. Notary fees in the state typically range from $10. While not always mandatory, notarization adds an extra layer of legal protection and is recommended for high-value transactions.

What are the tax implications of a Living Trust in Indiana?

Indiana has a base sales tax rate of 7%. Depending on the type of transaction documented in your Living Trust, additional local taxes may apply. Consult with a Indiana tax professional for specific guidance on your situation.

What is the difference between a living trust and a will?

A living trust avoids probate and takes effect immediately, while a will goes through probate after death. A trust provides privacy (not public record), can manage assets during incapacity, but requires transferring assets into the trust to be effective.

Do I still need a will if I have a living trust?

Yes, a "pour-over" will is recommended to catch any assets not transferred to the trust during your lifetime. The will directs those assets into the trust. You also need a will to name guardians for minor children.

Can I be my own trustee?

Yes, most people serve as their own trustee of their revocable living trust. You maintain full control of your assets during your lifetime. A successor trustee takes over if you become incapacitated or pass away.

Indiana Living Trust Legal Guide

For residents of Indiana, ensuring this form is compliant with state-specific requirements is a top priority for legal validity.

Pursuant to Indiana State Code in Indiana, this Living Trust must meet specific criteria. The applicable sales tax is 7%. Notarization, which costs $10 in IN, is strongly recommended. 1 witness is needed.

This professionally drafted form provides peace of mind knowing you're compliant with all Indiana legal requirements.

grantortrusteesuccessor trusteetrust assetsrevocable trustavoid probatetrust fundestate planning
Indiana residents searching for a reliable Living Trust template have come to the right place. Our form is tailored to IN statutory requirements and updated for 2026, giving you a legally sound starting point.

Your Indiana Filing Guide

After downloading, take your time filling in each section. IN statutes require that all information be accurate and current. Once signed by all parties, determine whether Indiana requires you to file the document with a government office, record it with the county, or simply retain it for your records.

Enforceability in Indiana

A Living Trust that meets all IN requirements is fully enforceable in Indiana. Courts in Indiana have consistently upheld documents that demonstrate clear intent, proper execution, and compliance with state formalities. Keep your original signed copy in a secure location.

Expert Recommendations

Legal professionals in Indiana recommend:
- Always use a state-specific template compliant with IN statutes
- Have documents reviewed before signing high-value agreements
- File copies with the appropriate Indiana government office when required
- Update your documents annually to reflect any changes in IN law

IN Compliance Checklist

Before finalizing your Living Trust, verify that it meets Indiana's legal standards:
- Full legal names and addresses of all parties
- Clear description of the subject matter
- Consideration or purpose stated explicitly
- Dated and signed by all required parties
- Notarized if mandated by IN statute

Document Information

Document
Living Trust
State
Indiana (IN)
Category
Estate Planning
Format
PDF / Word / Print
Cost
100% Free
Sales Tax
7%
Notary Fee
$10

Indiana Legal Requirements

Governing Statute:

State Law

  • Consult with a licensed attorney for specific requirements

Legal Disclaimer

This template is for informational purposes only and does not constitute legal advice. Laws in Indiana may change. Consult a licensed attorney for advice specific to your situation.