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LIVING/AB TRUST QUESTIONNAIRE 1) Please provide the following information about the person(s) making this AB/Living Trust: Name of the first grantor (husband)______________________________________________________________ Name of the second grantor (wife) _______________________________________________________________ Street address _________________________ City ______________________________ State ____ Zip_______ Do you have any children? _____ if yes, please list their names and dates of birth on a separate sheet. 2) Who would you like to serve as trustee in the event both husband and wife are unable to do so? Name of first successor trustee__________________________________________________________________ Name of second successor trustee________________________________________________________________ 3) What types of property would husband and wife like to transfer into the Trust? Real Estate ___ Bank Accounts ___ Brokerage & other financial accounts___ Non Real Estate contracts____ Stocks or bonds (for which you have the certificates)___ Partnership interests___ Other business interests___ 4) Please complete the following information on any jointly owned real estate you wish to transfer into your Living Trust. Street Address City County State Legal Description of Property ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ (Add an additional sheet if necessary) 5) Please complete the following information on husband’s separately owned real estate you wish to transfer into your Living Trust. Street Address City County State Legal Description of Property ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ (Add an additional sheet if necessary) 6) Please complete the following information on wife’s separately owned real estate you wish to transfer into your Living Trust. Street Address City County State Legal Description of Property ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ (Add an additional sheet if necessary) 7) Please list any additional joint property you wish to transfer into your Living Trust. Enter only one item per box. Be specific in your description of the property. Any property not placed into this Living Trust may be allocated to your heirs later in this questionnaire. Note: Automobiles, unless collectibles or antiques, are not usually placed in living Trusts.
Description of Property: ____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________
8) Please list any additional separate property of the husband you wish to transfer into your Living Trust. Enter only one item per box. Be specific in your description of the property. Any property not placed into this Living Trust may be allocated to your heirs later in this questionnaire. Description of Property: ____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________
9) Please list any additional separate property of the wife you wish to transfer into your Living Trust. Enter only one item per box. Be specific in your description of the property. Any property not placed into this Living Trust may be allocated to your heirs later in this questionnaire. Description of Property: _____________________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________
10) You will now be asked who you wish to inherit the property transferred into the Living Trust. 11) Please list below the husband’s specific gifts from the Living Trust. Name of Beneficiary Relationship to husband Description of Property Alternate beneficiary ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ 12) Please list below the wife’s specific gifts from the Living Trust. Name of Beneficiary Relationship to wife Description of Property Alternate beneficiary ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ 13) Please complete the following information about the husband’s residuary beneficiaries Name of Beneficiary Relationship to husband Percentage of husband’s Alternate Residual Residual trust property beneficiary ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________
14) Please complete the following information about the wife’s residuary beneficiaries Name of Beneficiary Relationship to wife Percentage of wife’s Alternate Residual Residual trust property beneficiary ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________
15) Would you like to provide for a children’s sub-trust ________ 16) Which children will have their property held in a children’s sub-trust and when will the trust end? Name of Child Date Sub-trust ends _____________________________________________________________________________________________ _____________________________________________________________________________________________ _____________________________________________________________________________________________ 17) Would the Husband like to create a pour over will? ______________ 18) Would the Wife like to create a pour over will? ______________ 19) Who would the husband like to appoint, as the executor of his will. Please also list an alternate executor in case the first choice is unavailable. Name Relationship Name of Alternate Relationship ____________________________________________________________________________________________ 20) Who would the wife like to appoint, as the executor of his will. Please also list an alternate executor in case the first choice is unavailable. Name Relationship Name of Alternate Relationship ____________________________________________________________________________________________ 21) Who will receive the husband’s property that was not transferred into the Living Trust? List his specific gifts below. Everything not listed here will go to the residuary beneficiaries Name Beneficiary Relationship Description of property Alternate Beneficiary ____________________________________________________________________________________________ 22) Who will receive the wife’s property that was not transferred into the Living Trust? List her specific gifts below. Everything not listed here will go to the residuary beneficiaries Name Beneficiary Relationship Description of property Alternate Beneficiary ____________________________________________________________________________________________ 23) If the husband has minor children, would the husband like to appoint a guardian for them in his will? Name Relationship Name of Alternate Relationship ____________________________________________________________________________________________ 24) If the wife has minor children, would she like to appoint a guardian for them in her will? Name Relationship Name of Alternate Relationship ____________________________________________________________________________________________ |
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