Creating Dynasty Trust within the Complex Living Revocable Trust

In this video we are going to create a Dynasty Trust within the Complex Living Revokable Trust or CLRT within Estate Genius. This document will assume that you have already logged into Estate Genius and have already selected the CLRT option to create your document.

At this point, you should be about halfway through this specific interview.

When you click Continue, you will see a screen like this. Simply provide the answers to each prompt you are given.

Would you like to create a Family Trust?

Would you like to create a Descendants’ Trust?

Should beneficiaries serve as their own trustees?

Then finally, should your beneficiary receive interest and principal? Feel free to fill in and edit these forms as your situation requires.

At this point, you would simply complete your interview as normal.