Get Living Trust Information Questionnaire

Completing the Living Trust Information Questionnaire is a critical step in establishing a living trust that meets your needs. This guide will provide you with clear and concise instructions on how to properly fill out the questionnaire online.

Follow the steps to effectively complete your questionnaire.

1. Press the ‘Get Form’ button to access the Living Trust Information Questionnaire and open it in your preferred editor.
2. Begin with the 'Your Information' section. Input the names of both spouses as they appear on their identification documents. Indicate any applicable citizenship status and provide the date of marriage and address details. Ensure to enter accurate telephone and email information.
3. Proceed to the 'Family Information' section. List all living children, including their names, birth dates, and contact addresses. If there are deceased children, mention their names and whether they left behind descendants.
4. In the 'Choice of Trustees/Executors' section, designate your initial trustees and successor trustees. You should list at least two choices for successor trustees who will manage the trust if neither spouse is available.
5. Complete the 'Beneficiaries' section by specifying individuals or groups to inherit your estate. Decide if beneficiaries will receive equal shares or different percentages. Make sure the total percentages equal 100%, if applicable.
6. Fill out the 'Power of Attorney Choices' section by selecting individuals for durable powers of attorney concerning both business affairs and health care. Include alternatives in case the first choice is unavailable.
7. Afterward, proceed to the 'Schedule of Assets'. List all assets you wish to place in the trust. Ensure to include relevant details without stating the values.
8. Finally, review the 'Legal Fees and Information' section to understand any potential extra charges related to your trust establishment. Make sure to clarify any questions with your legal advisor.
9. Once you have filled out all sections, make sure to save your changes. You can choose to download, print, or share the form for future reference or consultation.

Start your estate planning journey today — fill out the Living Trust Information Questionnaire online.