LIVING TRUST -INTAKE QUESTIONNAIRE

Thank you so much for contacting our office! Please read the privacy policy below, and then fill out this form in its entirety prior to our consultation.

Privacy Policy

All information received from a client is strictly confidential. Our office takes every step possible to protect your privacy. The data submitted via this form is encrypted and secured using industry-standard 256-bit SSL encryption.

Your personal information will only be used in the event that you retain our office for the preparation of your living trust and related estate planning documents, and then only as necessary in the course of completing your selected documents.

If you have any questions, please don't hesitate to contact our office at (408) 766-3532. We look forward to assisting you.

Contact information

Prefix

First name *

Middle name

Last name *

Emails

Email Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

Add email

Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

Add address

Phone numbers

Phone number

Type

Add phone number

Contact information

Trust Type & Filing Status

Is this an Individual Trust or a Joint Trust (married couple)?

If Joint: Are both couple California residents?

What name would you like for your trust? (e.g., "The Smith Family Trust")

Desired trust date / signing date

County where trust documents will be signed

Settlor / Grantor Information

Full Legal Name

Date of birth

Social Security Number

Driver's License or ID Number & State

Home Address

Phone number

Email

U.S Citizen?

(Co-Grantor — if Joint Trust)

Date of Marriage

County of Marriage

Trustees

Initial Trustee — Full Legal Name (usually yourself)

Co-Trustee (if any) — Full Legal Name

Co-Trustee's Relationship to You

Successor Trustee #1 — Full Legal Name

Successor Trustee #1 — Relationship to You

Successor Trustee #1 — Address

Successor Trustee #1 — Phone

Successor Trustee #2 — Full Legal Name

Successor Trustee #2 — Relationship to You

Successor Trustee #2 — Address

Successor Trustee #2 — Phone

Should Trustees be required to post bond?

Should Co-Trustees be required to act jointly, or may either act independently?

Beneficiaries

Beneficiary #1 — Full Legal Name

Relationship to You

Date of Birth

Address

Beneficiary #2 — Full Legal Name

Relationship to you

Date of Birth

Address

Share or Specific Gift

Beneficiary #3 — Full Legal Name

Relationship to you

Date of birth

Address

Share or Specific Gift

Beneficiary #4 — Full Legal Name

Relationship to you

Date of birth

Address

Share of Specific Gift

Beneficiary #5 — Full Legal Name

Relationship to you

Date of birth

Address

Share of Specific Gift

Contingent / Alternate Beneficiaries

If a primary beneficiary does not survive you, who should receive their share?

If Other, describe distribution

Final Contingent Beneficiary (if all others fail) — Name & Relationship

Distributions to Minor Beneficiaries

Are any beneficiaries currently under age 18?

At what age should a minor beneficiary receive their full inheritance?

Should funds be distributed in stages?

If Yes, describe the staged distribution

Specific Gifts & Personal Property