Right of Occupancy

Who can live in your home and under what rules if you’re incapacitated or gone?

If you want to give someone the right to live in your home, these choices define how that actually works:

Living Expenses
 Who covers utilities and monthly bills?
 ☐ Paid by the trust
 ☐ Paid by the occupant

Property Costs
 Who pays taxes, insurance, and HOA fees?
 ☐ Paid by the trust
 ☐ Paid by the occupant

Length of Stay
 How long may they live in the home?
 ☐ For their lifetime
 ☐ For a specific number of years

Occupancy Rules
 Must they live there alone?
 ☐ Yes
 ☐ No

Can they rent the home to someone else?
 ☐ Yes
 ☐ No

Can they move and substitute another residence instead?
 ☐ Yes
 ☐ No

Final Ownership
 When the right of occupancy ends, who ultimately receives the home?
 Beneficiary: ___________________________ If you are in Arizona, let’s start that conversation today. Call (480) 719-7333.