Single Living Trust

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*
Is this a restatement of a prior trust? If yes, you MUST provide a copy of the original trust.*
Date of Original Trust
MM slash DD slash YYYY
Trust Name

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*
Gender*
% of Estate (if Any)
Has Issue?*
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*
Gender*
% of Estate (if Any)
Has Issue?*
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*
Gender*
% of Estate (if Any)
Has Issue?*
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*
Gender*
% of Estate (if Any)
Has Issue?*
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*
Gender*
% of Estate (if Any)
Has Issue?*
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

Children