Probate Administration
Estate Planning
ONLINE OPTION
Special needs Trust
Irrevocable Life Insurance Trust
Conservatorship and Guardianship
Offshore Asset Protection
About Us
Product
Product 2
Trust Administration
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Indicates required field
First Name
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Middle Name
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Last Name
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Phone Number
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EMAIL ADDRESS
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Are You Married
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Yes
No
Do you have children? (biological or legally adopted children)
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Yes
No
TELL US ABOUT YOUR SPOUSE AND/OR CHILDREN
Name of your spouse (if applicable)
First Name
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Middle Name
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Last Name
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Name of your children
1st child
First name
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Middle Name
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Last Name
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gender
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Male
Female
Option 3
2nd child
first name
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Middle name
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last name
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gender
*
male
female
3rd child
first name
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Middle Name
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Last Name
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gender
*
Male
Female
Option 3
4th child
first name
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Middle Name
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last name
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gender
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Male
Female
5th child
first name
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Middle name
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Last name
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gender
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Male
Female
Option 3
What is your address?
Address
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Line 1
Line 2
City
State
Zip Code
Country
DISTRIBUTION: In this section you will name your beneficiaries (family, friends, charity) who will receive the trust property once you pass away.
SPECIFIC DISTRIBUTION: Please fill this section out if you want your beneficiary(ies) to receive a specific item. (eg. real property, bank account, stocks, etc. If you are doing distribution based on percentage and no specific items, leave this section blank.
Name of Beneficiary
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gender
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Male
Female
Option 3
relationship
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description of item
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eg., address of real property, bank account number, investment account number
Name of Beneficiary
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gender
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Male
Female
relationship
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Description of item
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eg., address of real property, bank account number, investment account number.
Name of Beneficiary
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eg., address of real property, bank account number, investment account number
gender
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Male
Female
relationship
*
description of item
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name of beneficiary
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gender
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male
female
relationship
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description of item
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eg., address of real property, bank account number, investment account number
DISTRIBUTION OF YOUR REMAINING TRUST ESTATE: If you did specific distribution, this is what is left over in your estate. If you didn't do specific distribution this is your whole estate. It is best to do a percentage or a fraction. Please make sure it adds up to 100%.
Name of beneficiary
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gender
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Male
Female
relationship
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Share of beneficiary
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Please put percentage or fraction.
name of beneficiary
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gender
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Male
Female
relationship
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Share of beneficiary
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Please put percentage or fraction
Name of beneficiary
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Gender
*
Male
Female
relationship
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Share of beneficiary
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Please put percentage or fraction
name of beneficiary
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gender
*
Male
Female
relationship
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Share of beneficiary
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Please put percentage or fraction
name of beneficiary
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Gender
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Male
Female
relationship
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share of beneficiary
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Please put percentage or fraction
SPECIFY HOW THE ABOVE DISTRIBUTIONS ARE TO TAKE PLACE: for immediate distribution the minimum age is 18.
Choose One
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Immediate distribution upon the your death
To be place in trust until the beneficiary attains the age of
100% at a specific age
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Please put the desired age
or periodic distribution at the ages specified below
Percent % at age
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percent % at age
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percent % at age
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percent % at age
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IF THIS BENEFICIARY PREDECEASES YOU, HIS/HER SHARE IS TO BE
Choose One
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Distributed equally among his or her children. If he or she has no children to the remaining trust beneficiaries in proportion to their share
Divided among the remaining beneficiaries in equal shares
Other
IF ALL OF THE ABOVE BENEFICIARIES AND THEIR CHILDREN PREDECEASE YOU:
Choose One
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Distribute to heirs at law
Distribute to individual or charity named below
name of individual or charity
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percentage
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name of individual or charity
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percentage
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INITIAL TRUSTEE
: If this is an individual trust, you should be the initial trustee, if it is a married trust, you and your spouse should be the initial trustee. Please check the appropriate box.
Choose One
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Client to serve as Trustee
Client and Spouse to serve as Trustee
SUCCESSOR TRUSTEE(S)
The successor trustee is the person(s) who assumes control over your property after you die and distributes your property to your beneficiaries.
name of first successor trustee
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name of second successor trustee
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name of third successor trustee
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Choose if you want your trustees to serve in order or together. (Co-Trustees)
Choose One
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The above to serve in order
The above to serve together
PERSONAL REPRESENTATIVE(S)/EXECUTORS ;
List the Executors for your Pour-Over will in order of preference. If you have inadvertendly left assets outside of your trust, the Executor will administer your probate estate for the forgotten item.
NAME OF YOUR FIRST EXECUTOR
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ADDRESS
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PHONE NUMBER
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NAME OF YOUR SECOND EXECUTOR
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ADDRESS
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PHONE NUMBER
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NAME OF YOUR SPOUSE'S FIRST EXECUTOR (if applicable)
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address
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phone number
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name of your spouse's second executor (if applicable)
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address
*
phone number
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FINANCIAL POWER OF ATTORNEY:
Power of Attorney grants another person, designated your attorney-in-fact, the authority to act on your behalf.
name of your first power of attorney
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address
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phone number
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name of your second power of attorney
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address
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phone number
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THIS FINANCIAL POWER OF ATTORNEY SHALL BE EFFECTIVE:
Choose One
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Immediately
Upon Incapacity
name of your spouse's first power of attorney (if applicable)
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address
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phone number
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THIS FINANCIAL POWER OF ATTORNEY SHALL BE EFFECTIVE:
Choose one
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Immediately
Upon Incapacity
ADVANCED HEALTH CARE DIRECTIVE: This person will make medical decisions for you in the event you are unable to make it yourself. (Note: the primary is usually the spouse)
name of your first health care power of attorney
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address
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phone number
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name of your second health care power of attorney
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address
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phone number
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THE ADVANCED HEALTH CARE DIRECTIVE SHALL BE EFFECTIVE:
Choose One
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Immediately
Upon Incapacity
DO YOU WISH TO MAKE ANATOMICAL GIFTS?
Choose One
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FOR TRANSPLANTATION ONLY
FOR RESEARCH OF TRANSPLANTATION
RESEARCH ONLY
ANY PURPOSE
name of your spouse's first health care power of attorney
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address
*
phone number
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name of your spouse's second health care directive
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address
*
phone number
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THE ADVANCED HEALTH CARE DIRECTIVE SHALL BE EFFECTIVE:
Choose One
*
Immediately
Upon Incapacity
DO YOU WISH TO MAKE ANATOMICAL GIFTS?
CHOOSE ONE
*
FOR TRANSPLANTATION ONLY
FOR RESEARCH OR TRANSPLANTATION
FOR RESEARCH ONLY
FOR ANY PURPOSE
Submit
Probate Administration
Estate Planning
ONLINE OPTION
Special needs Trust
Irrevocable Life Insurance Trust
Conservatorship and Guardianship
Offshore Asset Protection
About Us
Product
Product 2
Trust Administration
