Trust Questionnaire

Intake - Trust

PERSONAL INFORMATION

TRUST INFORMATION

CHILDREN

(Please include all children, including adopted, step, and children from previous marriages)



BENEFICIARY INFORMATION

TRUSTEE & SUCCESSOR TRUSTEE

IF THIS IS A REVOCABLE TRUST, YOU AND YOUR SPOUSE WILL BE THE CO-TRUSTEES DURING YOUR LIFETIME AND THEN THE SURVIVING SPOUSE WILL BE THE TRUSTEE IF ONE OF YOU PASSES AWAY. YOU WILL NEED TO APPOINT A SUCCESSOR TRUSTEE TO MANAGE AND DISTRIBUTE THE TRUST AFTER YOUR DEATH.

IF THIS IS AN IRREVOCABLE TRUST, YOU CANNOT BE THE TRUSTEE EVER. PLEASE PUT THE NAME OF THE TRUSTEE IN THE SUCCESSOR TRUSTEE SECTION.


IF THE SUCCESSOR TRUSTEE CANNOT OR WILL NOT SERVE, IS THERE A SECOND OPTION?

GUARDIAN FOR MINOR CHILDREN

ASSET INFORMATION

MISCELLANEOUS

POWER OF ATTORNEY

(IF YOU ARE HAVING A FINANCIAL POWER OF ATTORNEY DRAFTED, PLEASE FILL OUT THE SECTION BELOW)

IF THE AGENT IS UNWILLING OR UNABLE TO ACT, IS THERE A SUCCESSOR AGENT

HEALTHCARE PROXY

(IF YOU ARE HAVING A MEDICAL POWER OF ATTORNEY DRAFTED, PLEASE FILL OUT THE SECTION BELOW)

IF THE AGENT IS UNWILLING OR UNABLE TO ACT, IS THERE A SUCCESSOR AGENT