Client Intake

Settlor Information

This is you, the person making the trust. Provide your name as it appears on your driver’s license - Do you want your middle name used?
Settlor 1
First Last
Settlor 2
First Last

Trust Information

The name of your trust can be anything, but usually is it your names like “John and Susan Smith Revocable Living Trust”. It can also be two different last names put together like “Singh Kaur Family Trust”.
Choose the Name of Your Trust.
Place of Marriage?
Date of Marriage?
Are you a US Citizen?
- Yes
- No
*Are You a Lawful Permanent Resident (LPR)?
- Yes
- No
*If you are an LPR, you should have an I-551 card with your photo on it, and your immigration case number, to use to prove your LPR status.

First Successor Information

Assuming both spouses are deceased, this is the person in charge of distributing your estate to your heirs. It’s like the Executor of a Will – it’s usually your adult children, or your close family members if you children are minors.
First Successor Name
First Last
First Successor Phone
First Successor Email
First Successor Relationship to Settlor

Second Successor Information

In case the first successor is unavailable. Legally, only one successor trustee is required, but backups are great.
Second Successor Name
First Last
Second Successor Phone
Second Successor Email
Second Successor Relationship to Settlor

Third Successor Information

In case the first or second successors are unavailable. Legally, only one successor trustee is required, but backups are great.
Third Successor Name
First Last
Third Successor Phone
Third Successor Email
Third Successor Relationship to Settlor

Joint Successor Trustee Information

Are any successor trustees to serve jointly? Some people want a couple to act as the trustee together, or both adult children for example, so they have to work together.

If you do not want “joint trustees” then do not check any boxes. Its recommended to appoint just one to act at a time, but you may want more than to make decisions jointly.
Please check the corresponding box next to both successor trustees who are to serve jointly.
- First Successor Trustees
- Second Successor Trustees
- Third Successor Trustees

Separate Property of Settlors
*Any Separate Property of Settlor 1
*Any Separate Property of Settlor 2
*"Separate Property” is any property you want to claim as 100% yours even in the event of divorce. Its usually a property acquired by one spouse prior to marriage or an inheritance. SP is treated differently than “Community Property” which is property owned equally (50-50). Typically, clients have no separate property. If there is SP please let me know.

Beneficiaries

The default provision is that when the first spouse passes, all property goes to the other spouse, and then when that spouse passes it all goes to your appointed heirs. However, you can also say that when the first spouse passes, all of the deceased spouses’ property including their 50% share of community property could go to heirs at that time. This is used more often for older Settlors with grown children.
List who you want your estate to go to – usually your children.
- All children in equal proportions
- Other
Please explain how you would like your estate divided.
Instructions for MINOR CHILDREN inheritance (the default is for the trustee to hold the property and use it to provide for the children’s welfare and then give 1/3rd of the remaining estate at age 18, 1/3rd at age 21 and 1/3rd at age 25)

Real Properties

Please provide addresses below to each property.
Real Property 1
Primary Residence
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Real Property 2
Property 2 Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Real Property 3
Property 3 Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Real Property 4
Property 4 Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Real Property 5
Property 5 Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Vehicles

Vehicle identification numbers (VIN) numbers helps but are not required
Please list all vehicles

Investments and Financial Accounts

This is for informational purposes only - I put this on a separate page in the trust book – I do not need detailed info and you can just put a copy of each account statement in the book instead
Investments
Financial Accounts

Business Interests

List any Business Interests. Make sure to let me know if it’s a corp or LLC and how much of it you and/or your spouse own.
Business Interests

Special Instructions for a Specific Bequest

If you have any special instructions for a specific bequest please list them below. An example would be, I want my wedding ring to go to my daughter, I want to give $5000 to my favorite charity, etc...
Specific Bequest #1
Specific Bequest #2
Specific Bequest #3
Specific Bequest #4

Nomination of Guardian

For minor children - this is the person that would have legal custody, but they have to petition the court to be appointed – its usually the same as the successor trustee who controls the assets and provides for the children financially.
Guardian Name 1
First Last
Guardian Name 2
First Last
Guardian Name 3
First Last
Add the following “No Contest Clause”
A beneficiary that challenges the trust will be excluded from receiving any trust property if they challenge the trust and lose in court
- Yes
- No

Medical Directive Agent

This is for medical power of attorney. The Medical Directive Agent is typically the spouse – it’s the person to make medical decision for you if you are unable to. The Medical Directive Back Up Agent is usually the first successor trustee.
Medical Directive Agent
First Last
Medical Directive Agent's Email
Medical Directive Agent's Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Medical Directive Back Up Agent
First Last
Medical Directive Back Up Agent's Email
Medical Directive Back Up Agent's Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Almost Completed!
Do you want a Leather Bound Trust Notebook for an extra charge of $50 or just use a white 3 ring binder which is included in the fee.
- Leather Bound Book
- White 3 Ring Binder

Contact Information