Email
Your Legal Name (if we are preparing a married trust, please enter husband’s name on this line)
Social Security No. of person above
Date of Birth of person above
Spouse's Legal Name
Spouse's Social Security No.
Spouse’s Date of Birth
Home Address (Number, Street)
City
State
Zip
Home Phone
Your Cell Phone
Spouses Cell Phone
Name of Your Trust
If this is a Restatement of your previous Trust, please enter the date of your original trust and the date/amendment number of all amendments
Legal Name(s) and Date of Birth of Single Person's Children / If Married, JOINT Children (Enter N/A If Not Applicable):
Legal Name(s) and Date of Birth of Husband's Children From a Previous Relationship (Enter N/A If Not Applicable):
Legal Name(s) and Date of Birth of Wife's Children From a Previous Relationship (Enter N/A If Not Applicable):
3. Trust Decisions: Your Living Trust Team
Back-Up Trustee(s)- Steps in at you or your spouse’s disability or death. Can be your adult children and/or trusted friends.
1st Successor Trustee Name (Must match State ID):
2nd Successor Trustee Name (Must match State ID):
This document provides for after-death distribution of your personal effects and "pours over" other assets not held in the name of the trust, at the time of death, to the trust (through probate, if necessary).
Nomination and Appointment of Executors husband's assets after death. Your Executor is the same
person as your Successor Trustee. *If married and you want your spouse, enter their name in 1st Executor*
1st Executor Name (Must match State ID):
2nd Executor Name (Must match State ID):
wife's assets after after death. Your Executor is the same person as your Successor Trustee.
1st Executor Name (Must match State ID):
2nd Executor (Alternate) (Must match State ID):
Nomination and Appointment of Guardians for minor children. If there are no minor children enter N/A
1st Guardian (Must match State ID):
2nd Guardian (Alternate) (Must match State ID):
6. Husband/Wife's or Single Person's Asset Durable Power Of Attorney
This document authorizes you to name an agent to act for you in any way you can act for yourself.single person or husband . Your Agent is the same person as your Successor Trustee. *If married and you want your spouse, enter their name in 1st Agent*
1st Agent Name (Must match State ID):
2nd Agent (Alternate) (Must match State ID):
Agents: The persons that will make financial decisions for wife . Your Agent is the same person as your Successor Trustee. *If married and you want your spouse, enter their name in 1st Agent*
1st Agent Name (Must match State ID):
2nd Agent (Alternate) (Must match State ID):
7. Husband/Wife's or Single Person's Health Care Durable Power of Attorney
This document authorizes you to name someone ("agent") to make health care decisions for you if you are no longer able to communicate your wishes regarding such care. health care decisions for single person or husband. *If you want your spouse, enter their name in 1st Agent*
1st Agent Name (Must match State ID):
Phone #:
2nd Agent Name (Must match State ID):
Phone #:
Agents: The person that will make health care decisions for wife . *If you want your spouse, enter their name in 1st Agent*
1st Agent Name (Must match State ID):
Phone #:
2nd Agent Name (Must match State ID):
Phone #:
8. Distribution To Final Beneficiaries After Death Of Trustor(S)
Or Enter Individual Age
Age and percentage each beneficary is to receive.
1. Legal Name
Percentage:
2. Legal Name
Percentage:
3. Legal Name
Percentage:
Please input all assets in the fields below including any of the following:
Real Estate including any vacant land
Any Corporations/LLC’s which you are a shareholder and the State of Incorporation
Bank Accounts institution name and account number including savings, money market and/or CD’s
Stocks, Bonds or Mutual Funds, include the institution name and account number
Profit Sharing, IRA or Pension Plan, include the institution name and account numbers
Life Insurance Policies and/or Annuities, include the institution name and account numbers
Asset Location and APN/Account/Policy Number (as applicable)
Special Gifts of Trust Property
Description of Gift and Legal Name of Individual the Gift is being given to:
Special Instructions for Funeral/Burial:
Please enter any final wishes or other details below:
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