Living Trust Questionnaire

1. Basic Info
2. Children
3. Trustees and Guardians
4. Beneficiaries
5. Special Cases
6. Power of Attorney
7. Healthcare Directive
8. Property and Business

Are you an individual or a married couple?

Individual

Couple

Name of Trust

The Doe Family Trust or The Jane Doe Trust

Full Name

How does your name appear on legal or formal documents? i.e. John R. Doe (you do not need to use your full middle name unless you want to)

Date of Birth

Phone

312-555-1212

Husband's Full Name

How does your name appear on legal or formal documents? i.e. John R. Doe (you do not need to use your full middle name unless you want to)

Date of Birth (Husband)

Email (Husband)

Phone (Husband)

312-555-1212

Wife's Full Name

How does your name appear on legal or formal documents? i.e. John R. Doe (you do not need to use your full middle name unless you want to)

Date of Birth (Wife)

Email (Wife)

Phone (Wife)

312-555-1212

Home Address

Mailing Address (optional)

different than home address

Mailing Address if different than home address (optional)

Successor Trustee(s)

When both spouses pass away, who will be appointed to manage your finances and settle your estate?

1st Choice

2nd Choice (optional)

Beneficiaries (optional)

These are the people and/or organizations to which the assets are left. They may be children, grandchildren, other family members, friends, charities, organizations, etc.

Name of Person or Organization

John R. Doe or American Red Cross

Percentage (optional)

Beneficiary 2+ (optional)

add 2nd + beneficiary

List all additional beneficiaries (optional)

Ages for beneficiaries to receive their inheritance

Prior to reaching the age(s) indicated below, the successor Trustee(s) will manage the money for the beneficiaries, and the money will be used for health, education, maintenance, support, etc.

Just give it to them as soon as we are gone, no matter how old they are.

Distribution at one age

Distribution at two ages

Distribution at three ages

Age

receive 50% at age

remaining balance age

receive 33% at age

remaining balance age

Additional Clarifications (optional)

Deceased beneficiaries' inheritance

If one of the beneficiaries passes away before you, would you want their portion of the Trust Estate to pass on to their children (typically your grandchildren)?

Yes

At what age(s) should they receive it?

Just give it to them as soon as we are gone, no matter how old they are.

Distribution at one age

Distribution at two ages

Distribution at three ages

Age

receive 50% at age

remaining balance age

receive 33% at age

remaining balance at age

The portion that would have been given to the deceased beneficiary's children will return to the Trust Estate and be divided between the remaining beneficiaries.

Do any of your beneficiaries have special needs?

Yes

Name of child(s)

We will prepare a Special Needs Trust that will hold their share of the Trust Estate so that their state or government assistance is not affected.

Durable Power of Attorney (optional)

This is who will manage your finances and make legal decisions for you if you are incapacitated, but still alive.

Husband's Durable Power Of Attorney

Primary Agent (optional)

Please type N/A in this field

Primary is automaticly the spouse.

1st Alternate Agent

2nd Alternate Agent (optional)

Wife's Durable Power Of Attorney

Primary Agent

Please type N/A in this field

Primary is automaticly the spouse

1st Alternate Agent

2nd Alternate Agent (optional)

Health Care Directive / Medical Power of Attorney (optional)

This is who will make medical decisions for you if you are incapacitated, but still alive.

Husband's Medical Power Of Attorney

Primary Agent (optional)

Please type N/A in this field

Primary is automaticly the spouse

1st Alternate Agent

2nd Alternate Agent (optional)

Wife's Medical Power Of Attorney

Primary Agent (optional)

Please type N/A in this field

Primary is automaticly the spouse

1st Alternate Agent

2nd Alternate Agent (optional)

Save draft

Living Trust Questionnaire

Living Trust Questionnaire

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