Living Trust Form Married

Living Trust Form - Married Couple

Full Legal Name*

Full Legal Name of Spouse*

Email Address*

Phone*

Full Address*

Your Date of Birth*

Spouse Date of Birth*

Child 1 Legal Name

Child 1 Date Of Birth

Gender

Child 1 Address (if different than yours)

Child 2 Legal Name

Child 2 Date Of Birth

Gender

Child 2 Address (if different than yours)

Child 3 Legal Name

Child 3 Date Of Birth

Gender

Child 3 Address (if different than yours)

Child 4 Legal Name

Child 4 Date Of Birth

Gender

Child 4 Address (if different from yours)

Deceased Children

Choice of Trustee/s

Successor Trustee 1 Address

Successor Trustee 1 Phone Number

Successor Trustee 2 Address (if applicable)

Successor Trustee 2 Phone Number

Has your Successor Trustee Agreed to this appointment

Beneficiary 1 Full Name

Beneficiary 1 Phone Number

Beneficiary 1 Address (if different than yours)

Beneficiary 2 Full Name

Beneficiary 2 Phone Number

Beneficiary 2 Address (if different than yours)

Beneficiary 3 Full Name

Beneficiary 3 Phone Number

Beneficiary 3 Address

Special Instructions for Distribution of Assets

Are there any Beneficiaries receiving Government Assistance (SSI, Medi-Cal, Etc.)

Will Your Power of Attorney be the same as your Successor Trustee

Real Estate Owned - List Address/es

List Bank Name/s, Addresses and last 4 digits of Account Numbers

Do you have any Retirement Accounts (IRA, 401K, Etc.)

Yes

Do you have any Life Insurance Policies

Do your own your own business or a partner in a business

Have you loaned money to anyone or have a recorded promissory note

Have you prepared a Final Plan to identify your wishes upon your passing

Additional Information

Complete the Living Trust form as thoroughly as possible. Do not be concerned if you cannot complete the entire form. We can discuss any areas you do not complete at the time of our telephone appointment to review your information.