Living Trust Questionnaire Form

First Name

Last Name

SSI#

Street Address

Home Phone

Work Phone

Fax

Email Address

Business / Profession

Age

Marital Status

Number of children

How many years married

Spouse Name

Spouse Age

Names of children & age

If you were to die today, to whom would you leave your estate?

What would be the percentage (%) distribution? (add additional pages if necessary)

Do you have an existing living trust?

Name of trust & date established

Name and address of trustee(s)

Are you presently establishing a new living trust?

Are you presently in litigation?

Yes No

Name chosen for your living trust