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Single Living Trust Questionnaire
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We do not share your information with any third parties. This questionnaire will take approximately five (5) to ten (10) minutes of your time. Any questions marked with an asterisk (*) require an answer to progress through the questionnaire. If you have any questions about this questionnaire, for an immediate response you may live chat us or call 888-731-1500.
Trust Type
*
Single Person
Small Estate
Disclaimer
Bypass
QTIP
Is this a restatement of a prior trust? If yes, you MUST provide a copy of the original trust.
*
Yes
No
Date of Original Trust
MM slash DD slash YYYY
Trust Name
Single Client
*
First
Last
Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Phone
*
Email
*
Employed?
*
Yes
No
Spouse or Domestic Partner
Retired?
*
Yes
No
Spouse or Domestic Partner
USA Citizen?
*
Yes
No
Spouse or Domestic Partner
Employed?
*
Yes
No
Spouse or Domestic Partner
Retired?
*
Yes
No
Spouse or Domestic Partner
USA Citizen?
*
Yes
No
Spouse or Domestic Partner
Children
Name
First
Last
Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Date of Birth
MM slash DD slash YYYY
Date of Death if Applicable
MM slash DD slash YYYY
Marital Status
*
Single
Married
Spouse or Domestic Partner
Gender
*
Male
Female
% of Estate (if Any)
Has Issue?
*
Yes
No
Name
First
Last
Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Date of Birth
MM slash DD slash YYYY
Date of Death if Applicable
MM slash DD slash YYYY
Marital Status
*
Single
Married
Spouse or Domestic Partner
Gender
*
Male
Female
% of Estate (if Any)
Has Issue?
*
Yes
No
Name
First
Last
Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Date of Birth
MM slash DD slash YYYY
Date of Death if Applicable
MM slash DD slash YYYY
Marital Status
*
Single
Married
Spouse or Domestic Partner
Gender
*
Male
Female
% of Estate (if Any)
Has Issue?
*
Yes
No
Name
First
Last
Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Date of Birth
MM slash DD slash YYYY
Date of Death if Applicable
MM slash DD slash YYYY
Marital Status
*
Single
Married
Spouse or Domestic Partner
Gender
*
Male
Female
% of Estate (if Any)
Has Issue?
*
Yes
No
Name
First
Last
Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Date of Birth
MM slash DD slash YYYY
Date of Death if Applicable
MM slash DD slash YYYY
Marital Status
*
Single
Married
Spouse or Domestic Partner
Gender
*
Male
Female
% of Estate (if Any)
Has Issue?
*
Yes
No
Names Address of Other Children
Other Beneficiaries
Name
First
Last
Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Relationship (i.e. Husband's Cousin, Wife's Cousin, etc.)
% of Estate (if Any)
Name
First
Last
Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Relationship (i.e. Husband's Cousin, Wife's Cousin, etc.)
% of Estate (if Any)
Name
First
Last
Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Relationship (i.e. Husband's Cousin, Wife's Cousin, etc.)
% of Estate (if Any)
Name
First
Last
Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Relationship (i.e. Husband's Cousin, Wife's Cousin, etc.)
% of Estate (if Any)
Additional Beneficiaries
Distribution
Distribution Will Be:
*
Equal to All Beneficiaries
As Defined in "% of Estate" Areas
Timing of Distribution
% of Estate (if Any)
Outright at Death of (Surviving Settlor(s))
*
Yes
No
In full when beneficiary reaches this one (1) age:
In full when beneficiary reaches these two (2) ages:
In full when beneficiary reaches these three (3) ages:
Distribution to the successor beneficiary, if any
*
Outright
Same timing of distribution above
Other (describe below)
Include College Clause
*
Yes
No
Include 10% of trust share upon graduation
*
Yes
No
Other Specify
Gifts (To be distributed prior to general distribution)
List / Describe All Specific Gifts and Name of Beneficiary
If unable to receive, gift will:
*
Lapse
go to issue, or
go to other
Distribute at Death of:
*
Single Person or Both Settlors
Husband
Wife
List / Describe All Specific Gifts and Name of Beneficiary
If unable to receive, gift will:
*
Lapse
go to issue, or
go to other
Distribute at Death of:
*
Single Person or Both Settlors
Husband
Wife
List / Describe All Specific Gifts and Name of Beneficiary
If unable to receive, gift will:
*
Lapse
go to issue, or
go to other
Distribute at Death of:
*
Single Person or Both Settlors
Husband
Wife
List / Describe All Specific Gifts and Name of Beneficiary
If unable to receive, gift will:
*
Lapse
go to issue, or
go to other
Distribute at Death of:
*
Single Person or Both Settlors
Husband
Wife
In Lieu of Intestate Succession (Family Disaster Clause)
List contingent beneficiary(ies) who will receive distribution in the event ALL named beneficiaries are deceased.
Disinheritance
Persons natural heirs who will be intentionally excluded (disinherited) from distribution of the Estate.
Initial Trustees
Original Trustees of the Trust Will Be:
*
Client (and Spouse if Married)
Husband Only
Wife Only
Other (Explain below)
Explain Other:
Surviving Spouse will serve as:
*
Sole Trustee
Joint Trustee with Successor
Successor Trustees
Agents will serve:
*
In Succession, one at a time
Jointly, two at a time
If serving jointly and one can no longer serve, remaining will serve:
*
Serve alone
Select a Co-Trustee
Other
Agent Full Name
First
Last
Agent Full Name
First
Last
Agent Full Name
First
Last
Agent Full Name
First
Last
You are almost done, to complete the process, please click submit and electronically initial and sign the agreement to complete the process. Thank you for choosing Superior Court Docs.
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Single Living Trust
*
Single Living Trust
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