Standard Trust Package Questionnaire

After you submit your questionnaire you'll be directed to the payment page. Once we receive your $275 payment, we'll begin drawing up your documents and within 24 hours we'll send your first drafts. After you read through all of your documents, you'll schedule a phone or Skype conference with us and we'll go over each document with you to make sure you understand how they functions and what you'll need to do with them. During that conference we'll also answer your questions and make revisions to your documents if needed. When we are finished with this process, we'll send your final package as PDFs or by snail mail.

The Standard Trust Package includes a joint Living Trust or two individual Living Trusts, a Living Together or Partnership Agreement, and – for both partners – Last Wills, Advance Directives, Durable Power of Attorney for Finances, Deeds to property, Certification of Trust, HIPAA form, Disposition of Remains, Hospital Visitation form, Final Arrangements form, Guidance for Health Care Agent form, instructions for funding your trust, instructions for your successor trustee and executor, instructions for finalizing your documents, letters of intent, revocation, resignation and acceptance documents and miscellaneous supporting documents. For your children. Hover your mouse here to read more about what happens after you submit the following questionnaire.

Standard Living Trust Package Questionnaire

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PLEASE BE PATIENT! THE QUESTIONNAIRE FORM MAY LOAD SLOWLY!

Basic information

In order to make your documents so they reflect your needs and wishes, you must answer ALL of the following questions, even if they are NOT marked as "required" with an asterisk (*):

Email Address *

Legal First Name * This should be the name that appears on your driver's license and/or Social Security card.

Middle Name or Initial

Legal Last Name *

Street Address

Unit or Apt#

City

State

Zip / Post Code

COUNTY where you'll sign your documents Be sure to type in your COUNTY NOT COUNTRY. This is important to know for the purpose of the notary/signature informations

Be sure to type in your COUNTY NOT COUNTRY. This is important to know for the purpose of the notary/signature informations

Home Phone

Cell Phone

Date of Birth

What is your gender?

Female
Male
Other

Please explain what you mean by "other"

What is your relationship status? *

Single
In a relationship

Property

In order to make your documents so they reflect your needs and wishes, you must answer ALL of the following questions, even if they are not marked as "required" with an asterisk (*):

Do you own your own home or other real property?

Do you own your home with someone else?

No, only my name is on the deed
Yes, I own my home with my spouse/partner
Yes, I own my home with someone else

Is this property owned jointly with rights of survivorship?

Yes
No
Not sure

Does your spouse/partner own a home or real property?

Does your spouse/partner own the home with someone else?

No, only my partner's name is on the deed
Yes, my name is also on the deed
Yes, someone else's name is also on the deed

Address of your spouse/partner's property

If the home your spouse/partner owns is different from the address listed above, what is that address? Also, if your spouse/partner owns multiple properties, please list all of them here.

Is this property owned jointly with rights of survivorship?

Yes
No
Not sure

Do you want deeds transferring property into the trust? You can put real property into your trust by signing and recording deeds that transfer ownership to the trust. Go to the learning center to find out more about putting property into a trust.

You can put real property into your trust by signing and recording deeds that transfer ownership to the trust. Go to the learning center to find out more about putting property into a trust.

No
Yes, I want deeds for all property
Yes, but I only want deeds for some property

Spouse/Partner

In order to make your documents so they reflect your needs and wishes, you must answer ALL of the following questions, even if they are not marked as "required" with an asterisk (*):

Your Spouse/Partner's Email Address

Your Spouse/Partner's Legal First Name

Your Spouse/Partner's Middle Name or Initial

Your Spouse/Partner's Legal Last Name

Your Spouse/Partner's Phone

Spouse/partner's cell phone

Your Spouse/Partner's Date of Birth

Spouse/partner's gender

Female
Male
Other

Please explain what you mean by "other"

Does your spouse/partner live with you?

What is the legal relationship between you and your partner?

Legally married
In a legal civil union
Registered as domestic partners
Had a commitment ceremony that is not legally recognized
None of the above

What is the date you celebrate as your anniversary?

Children

In order to make your documents so they reflect your needs and wishes, you must answer ALL of the following questions, even if they are not marked as "required" with an asterisk (*):

Do you have children?

Does your partner/spouse have children?

Do you and your spouse/partner have children together?

Do you have grandchildren?

How many grandchildren do you have?

Does your spouse/partner have grandchildren?

How many grandchildren does your spouse/partner have?

Advance Directives

In order to make your documents so they reflect your needs and wishes, you must answer ALL of the following questions, even if they are not marked as "required" with an asterisk (*):

Who do you want to make medical & financial decisions for you?

My spouse/partner
Someone else

Who does your spouse/partner want to name to make medical & financial decisions?

Me
Someone else

The name of your spouse/partner's alternate health care agent

Please provide full name, address and phone number of the person your spouse/partner wants to make health care decisions if his or her first choice cannot do so

Will and Trust

In order to make your documents so they reflect your needs and wishes, you must answer ALL of the following questions, even if they are not marked as "required" with an asterisk (*):

Who do you want to name as successor trustee of your trust and executor of your will? A successor trustee manages your trust assets for you and an executor settles your estate through your will. For more information about how a trust and will differ and how they function, please visit the learning center.

A successor trustee manages your trust assets for you and an executor settles your estate through your will. For more information about how a trust and will differ and how they function, please visit the learning center.

My spouse/partner
Someone else

Name of person you want to name as successor trustee and executor

Name of person you want to name as alternate successor trustee & executor

Who does your partner/spouse want to name as successor trustee & executor?

Me
Someone else

Name of person your partner wants to name as successor trustee & executor

Name of person your partner wants to name as alternate successor trustee & executor

Who do you want to inherit your ownership interest in your home and/or other property?

My spouse/partner
Someone else
My spouse/partner to inherit some property but not all

Who do you want to inherit your property?

Please describe how you want your property to be divided between your partner & others Example:

If your first choice dies before you, please list the person(s) you want to inherit instead

Do you have any specific bequests you'd like to make? A bequest is the act of giving or leaving personal property in a will or trust. Visit the learning center for more information about bequests.

A bequest is the act of giving or leaving personal property in a will or trust. Visit the learning center for more information about bequests.

Please describe your bequest(s)

To whom would you like to leave all the rest of your property?

All to my spouse/partner
All to the children
All to someone else
Leave it some other way

Please provide the name of the person(s) you want to have all the rest of your property

If your first choice dies before you, please list the person(s) you want to inherit instead

Please describe how you want to leave the remainder of your property

Who does your spouse/partner want to inherit the ownership interest in her or his home and/or other property?

Me
Someone else
I am to inherit some property but not all

Who does your spouse/partner want to inherit his or her property?

Please describe how your partner/spouse wants his or her property to be divided between you & others

If your spouse/partner's first choice dies before he or she does, please list the person(s) he or she wants to inherit instead

Does your spouse/partner have any specific bequests she or he'd like to make? A bequest is the act of giving or leaving personal property in a will or trust. Visit the learning center for more information about bequests.

Please describe your spouse/partner's bequest(s)

To whom would your spouse/partner like to leave all the rest of her or his property?

All to me
All to the children
All to someone else
Leave it some other way

Please provide the name of the person(s) your spouse/partner wants to have all the rest of her or his property

If your spouse/partner's first choice dies before her or him, please list the person(s) she or he wants to inherit instead

Please describe how your spouse/partner wants to leave the remainder of her or his property

Do you want to name a guardian for your minor children?

Does your partner want to name a guardian for her or his minor children?

Do you want to disinherit anyone?

Who do you want to disinherit?

Does your spouse/partner want to disinherit anyone?

Who does your spouse/partner want to disinherit?

Do you want a joint trust or separate, individual trusts? You may want a joint trust with your partner if you are legally married, in a civil union or registered as domestic partners. Also, if you are both parents to your children, own most of your property jointly or have been in a long-term relationship, a joint trust might be a good option for you. To learn more about joint trusts, visit the learning center.

You may want a joint trust with your partner if you are legally married, in a civil union or registered as domestic partners. Also, if you are both parents to your children, own most of your property jointly or have been in a long-term relationship, a joint trust might be a good option for you. To learn more about joint trusts, visit the learning center.

Joint
Separate

Do you want to be buried or cremated?

Buried
Cremated

Does your spouse/partner want to be buried or cremated?

Buried
Cremated

Do you have any debts you wish to cancel upon your death?

Describe the debt you want to cancel

Does your spouse/partner have any debts they wish to cancel upon their death?

Describe the debt your spouse/partner wants to cancel

What happens next? After you submit this questionnaire, we'll make first drafts of your documents using the information you provided to us and send them to you along with instructions about what you'll need to do with those drafts.

Standard Living Trust Package Questionnaire

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Standard Living Trust Package Questionnaire

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