Living Trust Form Living Trust Form - Married & Single Which type of form do you need? * Married Single Full Legal Name * Full Legal Name of Spouse * Email * Phone * Address * Address Street Address Street Address Street Address Line 2 Street Address Line 2 City City State/Province AlabamaAlaskaArkansasArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming State/Province Zip/Postal Zip/Postal Your Date of Birth * Spouse Date of Birth * Do you have children? * No Yes Child Information Child Legal Name * Child Date of Birth * Gender * MaleFemale Does this child live at the same address as above? Yes No Child Address * Child Address Street Address Street Address Street Address Line 2 Street Address Line 2 City City State/Province AlabamaAlaskaArkansasArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming State/Province Zip/Postal Zip/Postal plus1 Add Child minus1 Remove Child Do you have any deceased children? * No Yes Please provide the names of the deceased children. * Do you have minor children? * No Yes Who would you appoint to be guardian/s for your children if something happened to both of you? * Who would you appoint to be guardian/s for your children if something happened to you? * Do you have grandchildren? * No Yes Successor Trustees Name two (2) if possible. (During your lifetimes, you and your spouse will be the Trustees of your Trust. The Successor Trustee is the person that will manage the administration of your trust after both of your passing). Name two (2) if possible. (During your lifetime, you will be the Trustee of your Trust. The Successor Trustee is the person that will manage the administration of your trust after your passing). Choice of Successor Trustees Successor Trustee Name * Successor Trustee Phone * Successor Trustee Address * Successor Trustee Address Street Address Street Address Street Address Line 2 Street Address Line 2 City City State/Province AlabamaAlaskaArkansasArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming State/Province Zip/Postal Zip/Postal Has your Successor Trustee agreed to this appointment? * Yes No Have not discussed with them plus1 Add Successor Trustee minus1 Remove Successor Trustee Alternate power of attorney for finance if your spouse is unable? Strongly suggest your successor trustee. * No YesYes You and your spouse will be the powers of attorney for finance for each other during your lifetimes, the Alternate Power of Attorney will act if your spouse has passed. Alternate power of attorney for finance? Strongly suggest your successor trustee. * No YesYes The Power of Attorney will act if you become incapacitated. Alternate power of attorney for medical if your spouse is unable? Strongly suggest your successor trustee. * No YesYes You and your spouse will be the powers of attorney for medical for each other during your lifetimes, the Alternate Power of Attorney will act if your spouse has passed. Alternate power of attorney for medical? Strongly suggest your successor trustee. * No YesYes The Power of Attorney will act if you become incapacitated. For Your Advance Directive Do you want to be resuscitated? * Yes No Do you want to donate organs upon passing? * Yes No Do you want life support? * Yes, I wish to receive life support No, I do not wish to have life support, if death is inevitable and after all reasonable medical efforts have been made to sustain my life. Beneficiaries Your spouse will receive all of the assets upon the first spouse passing. The Beneficiary is the person(s) or organization(s) that will receive your estate upon the second spouse’s passing. The Beneficiary is the person(s) or organization(s) that will receive your estate upon your passing. Beneficiary Full Name * Beneficiary Phone Number * Does the beneficiary live at the same address above? * Yes No Beneficiary Address * Beneficiary Address Street Address Street Address Street Address Line 2 Street Address Line 2 City City State/Province AlabamaAlaskaArkansasArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming State/Province Zip/Postal Zip/Postal plus1 Add Beneficiary minus1 Remove Beneficiary Special Instructions for Distribution of Assets: * Are there any Beneficiaries receiving government assistance (SSI, Medi-Cal, etc.)? * Yes No Do you own real estate? * No Yes Real Estate Owned Real Estate Address * plus1 Add Address minus1 Remove Address Bank Information Bank Name * Bank Address * Last 4 digits of account number * plus1 Add Account minus1 Remove Account Submit Do you have any Retirement Accounts (IRA, 401K, etc.)? * No Yes Do you have any Life Insurance policies? * No Yes Do you own your own business or partner in a business? * No Yes Have you loaned money to anyone or have a recorded promissory note? * No Yes Have you prepared a Final Plan to identify your wishes upon your passing? * No Yes If you are human, leave this field blank.
