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Typically you must sign your declaration of trust in the presence of a notary. You typically can find a notary public at your local courthouse, but expect to pay a small fee. Many banks provide notary services free of charge to their customers. You may want to sign and have notarized more than one copy of your trust, so you have multiple originals. That way you can have an original copy for your records and you can provide another original copy to your successor trustee. Although you typically aren't required by law to file your trust with a court or government agency, you do need to keep it safe. If you have a home safe, you can keep your trust there. You also may want to use a safe deposit box at a bank or post office. In addition to your personal copy, make sure your successor trustee has his or her own copy, or knows where your copy is located and how to access it. Unlike wills, trusts don't have to be filed with the court, and there will be no public record. For this reason, trusts are preferred by people who have privacy concerns. Your trust isn't finalized until you actually put the trust's assets in the name of the trust. Typically the property will still be in your name, but you must add language indicating that you are now holding it in trust. If real property is included in your trust, you will have to execute a new deed that includes the trustee language. For example, your new titles or deeds might read "Sally Sunshine, trustee of the Sally Sunshine Revocable Living Trust dated July 4, 2016." Just use your own name and the date you executed your trust. When you sign any documents related to the property, remember to add "trustee" after your signature. An EIN is necessary to file a tax return for the trust. Although the IRS doesn't require you to file a separate tax return for your trust while you are still alive, a tax return may be required after your death if you have assets in the trust that earn income. Since you can get an EIN relatively easy for free, it's easiest to just go ahead and do it ahead of time rather than leaving it for your successor trustee to do. You can apply for an EIN online at https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online.
Sign your trust. Record or file your trust documents as necessary. Transfer title in your trust property. Apply for an Employer Identification Number (EIN).