Personal Information

* 1. Full Legal Name (e.g., Name used on driver's license or other legal documents):

* 2. Email address for legal contact purposes only (Please check this email address within 3 days for draft copy of your Trust for your review.):

Please re-type your email address to verify:

* 3. Marital status

4. Spouse's full name, if married:

* 5. Current Street Address (primary place of residence):

* 6. County (e.g. San Bernardino):

* 7. City

* 8. State

* 9. Zip Code

* 10. If you are married, is this a shared living trust or an individual living trust?
Individual Shared

11. Do you desire “AB Trust” for married couples? (Select "Yes" only if combined assets of husband and wife will exceed $1,500,000)(No additional charge.) To read more, click here.
Yes No

 

Trustee Information (and Alternate)

* 12. Name and Address of Trustee (Naming yourself as Trustee and, if married, your spouse is most commonly done.)

* 13. Name and Address of Successor Trustee (if Trustee(s) becomes unable/incapable to serve):

14. Name and Address of Alternate Successor Trustee (if person named directly above is unable or unwilling to serve):

 

Property To Be Placed in Trust

* 15. List all property items that you desire placed in the Trust (to be eventually transferred to the beneficiaries you name below). A simple description is fine (e.g., 1. House at 326 Hill Rd., Salinas, CA; 2. Money Market Account 123-4567 at Charles Schwab & Co., Inc., San Francisco, CA; 3. Smith's Piano Store, Monteray, CA). Please identify and place a "T" after any property item that has a title. If you don't know if the item has a title, just skip this requirement and wewill assist you. Later, this property's title will be transfered into this Trust you are now creating:

16. General Gifts (e.g. "I give $10,000 to _______") Again, feel free to make as many specific gifts as you may desire. Be sure to include 1) the specific item you are giving, 2) the name of the person or organization receiving the gift (include address), and 3) the name of an alternate recipient of this gift (The alternate can be the same person as the "residual estate" whom you will name next.)

* 17. Residual Estate (e.g., "Whatever I have left after giving general gifts (directly above), I give to my only daughter Jane, located at ________ . . . ") Name the person or persons to receive the residual estate and address:

18. Name of Alternate Residual Beneficiary (e.g., ". . . and if Jane should die before me, to my church, Trinity Lutheran at ______________ ") and Address:

Special Provisions for Children Under 35 Years Old. Skip this section if you do not have children under the age of 35.

19. Do you desire that your children reach a certain age (standard maximum age 25--most use 18) before any gift is dispersed to them?
Yes No
If "No," skip to question #22.
If "Yes," what age? Specify if you want different ages for different children.

20. We can set up your trust to create a new trust specifically for your child and extend the time they receive inheritance from you until age 35. Check "Yes" below if you want us to contact you with more information about this option.
No Yes

21. Who do you want to set up as trustee over the money or property of your minor children until your minor children reach this age? Name and address of Property Trustee:

22. Name and Address of Property Trustee Alternate:

Custody Provisions for Minor Children. Skip this section if you do not have children under the age of 18. This information is reflected in your complimentary Last Will and Testament since a Trust cannot express child custody provisions.

23. Who do you want to set up as legal guardian for your minor children to provide physical care and custody until they reach the age of majority? Name and address of Personal Guardian:


24. Name and Address of Personal Guardian Alternate:

25. Name and Address of Executor of your Will:

Deed Information for Real Property Placed in Trust

* 26. For Real Estate to be placed in Trust, please provide: 1) Parcel Number (from Tax Assessor); and 2) Legal Description of property (e.g., also called metes and bounds description). If you cannot find your old deed that has this information, you can obtain it at your county recorder's office. If this is difficult, we can find it for you, but will need the name of the person from whom you purchased the property and the approximate date of sale. (If you have more than one piece of property, include them all in this space provided with the requested information.) NOTE: Putting your house or other property in trust will not increase your property tax.

Durable Power of Attorney for Finances

* 27. Name and address of your Attorney-in-Fact (person you trust to handle your finances, like pay bills, etc., while you are still living, but unable to do so yourself. This person's signature is "like your own."):

28. Name and address of Alternate Attorney-in-Fact:


29. Social Security Number (not required, but strongly recommended for identity purposes):

30. Social Security Number (if married, of spouse. Be sure to specify if this number is the wife's or the husband's number.):

* 31. Do you desire that your Attorney-in-Fact have broad discressionary powers over all your property (including sale of property and ability to modify your revocable trust?) (If "no," please explain.) NOTE: The more you trust your attorney-in-fact, the greater authority should be left with him or her. This allows your attorney-in-fact the greatest flexibility to serve your best interests.
No Yes

* 32. Do you desire that your Attorney-in-Fact have power effective immediately? (Or do you want a doctor's report to determine inability to make financial decisions?)(If "no," please explain and include name, phone number and address for the doctor you desire to determine inability to make financial decisions.)
No Yes

Information for Advanced Healthcare Directive

* 33. Name and address of your Advanced Healthcare Agent. This is the person you trust to make medical decisions (including termination of life decisions), while you are still living, but unable to do so yourself:

34. Name and address of Alternate Advanced Healthcare Agent:

* 35. Do you desire that your Advanced Healthcare Agent have broad discressionary powers over all health-related decisions? (If "no," please explain.) NOTE: The more you trust your Advanced Healthcare Agent, the greater authority should be left with him or her. This allows your him or her the greatest flexibility to serve your best interests.
No Yes

* 36. Do you desire that your Advanced Healthcare Agent powers become effective immediately? (Or do you want a doctor's report to determine inability to make health-related decisions?)(If "no," please explain and include name, phone number and address for the doctor you desire to determine inability to make health-related decisions.)
No Yes

* 37. Concerning end-of-life decisions, the majority of clients prefer the following clause which gives their Advanced Healthcare Agent the greatest flexibility in making decisions: I do not desire that my life be prolonged to the greatest extent possible, and I do not want life-sustaining treatment to be provided or continued if the burdens of the treatment outweigh the expected benefits. In making decisions concerning life-sustaining treatment, my agent is to consider the relief of suffering, the prevention or restoration of functioning, and the quality as well as the extent of the possible extension of my life. Is this what you want? (If "no," please explain.)
No Yes

Other

38. I already have an existing Trust, Will, Power of Attorney for Finances, or Advanced Healthcare Directive from Thompson Legal Firm and I would like the following modifications made:

PLEASE READ THE FOLLOWING INFORMATION BEFORE CLICKING "COMPLETE PROCESS" BELOW: Your California-specific Estate Planning Legal documents, will be emailed to you within 5 business days for your review. Once you give approval, the final documents will be sent to you by U.S. mail. Follow the instructions that come with your documents so that they are legally executed, recorded, and the trust properly funded.