LIVING TRUSTS QUESTIONNAIRE FOR COUPLES

Living Trusts Questionnaire

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Step 9

Spouse One Name & DOB

Please include middle initial on financial/legal documents

First Name

Middle Name

Last Name

Birthday

Spouse One Contact Information

Phone Number

Address Line 1

Address Line 2

City

State

Zip Code

Any Children?

Yes

Full Name

Child Name One

Child Name Two

Child Name Three

Child Name Four

Age

Child Age One

Child Age Two

Child Age Three

Child Age Four

Spouse Two Name & DOB

Please include middle initial on financial/legal documents

First Name

Middle Name

Last Name

Birthday

Spouse One Contact Information

Phone Number

Address Line 1

Address Line 2

City

State

Zip Code

Any Children?

Yes

Full Name

Child Name One

Child Name Two

Child Name Three

Child Name Four

Age

Child Age One

Child Age Two

Child Age Three

Child Age Four

Beneficiaries Section

Successor Beneficiaries: List the full names, birthdates, and percentage info for each

beneficiary. This applies only to the beneficiaries once both Trustors have deceased.

Beneficiaries include children, or anyone or any entity you wish, i.e. 25% to person 1

Beneficiary #1

First Name

Middle Name

Last Name

Birthday

Percentage Amount

Beneficiary #2

First Name

Middle Name

Last Name

Birthday

Percentage Amount

Beneficiary #3

First Name

Middle Name

Last Name

Birthday

Percentage Amount

Beneficiary #4

First Name

Middle Name

Last Name

Birthday

Percentage Amount

Specific Distributions or Gifts

These are NOT required, but they can be an alternative, or

addition to the beneficiary percentage information above. Example: “I give $10,000.00 or

money for college, or personal car, or jewelry to. List Beneficiary Name and

Gift/Distribution below along with ANY additional Beneficiary Contingencies or Conditions

(if any)

Full Name - 1

Full Name - 2

Full Name - 3

Full Name - 4

Distribution/Gift - 1

Distribution/Gift - 2

Distribution/Gift - 3

Distribution/Gift - 4

For minor children/beneficiaries

Do you want their inheritance held in Trust until age 25? Unless you specify otherwise, they would be legally entitled to their inheritance at age18. It is recommend that their beneficial interest be held in Trust for their benefit until age 25. ALSO: Very important: It is recommended the Successor Trustee be given the discretion and ability to pay for Health Education, Maintenance, and Support for beneficiaries younger than 25. In other words, it is wise to give the Trustee the ability to help the beneficiary for College, Health, etc. This is how it is most commonly set up.

Add Your Thoughts and Comments Please:

Person - 1

First Name

Middle Name

Last Name

Relationship:

Phone Number

Person - 2

First Name

Middle Name

Last Name

Relationship:

Phone Number

First Name

Middle Name

Last Name

Relationship:

Phone Number

# 3

First Name

# 1

First Name

Middle Name

Last Name

Relationship:

Phone Number

# 2

First Name

Middle Name

Last Name

Relationship:

Phone Number

# 3

First Name

Middle Name

Last Name

Relationship:

Phone Number

Asset List: Please list the following assets

Real Estate: Please list all property addresses.

Bank Accounts: Please list institution names and account numbers

Investment Accounts: Institution names and account numbers

IRA’s, 401(k)’s etc: Please list Institution names and account numbers

Life Insurance: Please list Life Insurance Company names and policy numbers

Annuities: Please list Life Insurance company names and policy numbers

Business Interests: Please list names of LLC’s, Corporations, Sole Proprietorships

List anything else you missed to input

Text Input

LIVING TRUSTS QUESTIONNAIRE FOR COUPLES

Spouse One Name & DOB

Spouse One Contact Information

Spouse Two Name & DOB

Spouse One Contact Information

Beneficiaries Section

Specific Distributions or Gifts

For minor children/beneficiaries

Person - 1

Person - 2

Person - 3

# 1

Guardians for minor children, if any: (name, relationship and Contact info) – if different that Successor Trustees, listed above.

# 2

Guardians for minor children, if any: (name, relationship and Contact info) – if different that Successor Trustees, listed above.

# 3

Guardians for minor children, if any: (name, relationship and Contact info) – if different that Successor Trustees, listed above.

Husband’s Health Power of Attorney (in order of preference)

# 1

# 2

# 3

Wife/Spouse Financial Power of Attorney (in order of preference)

# 1

# 2

# 3

Wife/Spouse Health Power of Attorney (in order of preference)

# 1

# 2

# 3

Asset List: Please list the following assets

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