Joint Trust Questionnaire

This questionnaire is designed only for those married individuals who wish to hold interest in a trust jointly.

Please fill out this form as completely as possible. If you don't understand a question, please email or call us for assistance.

Today's date:       Name of Trust:

Grantor & Trustee Information:    You will be the Grantors and the Trustees of your Trust.

Grantor = the person or entity who places his, her, or its property into the Trust.
Trustor = the person or entity who manages the Trust and Trust Property.

Please provide us with the following information:

Name of Grantor Husband

Grantor Husband Address: Street City State Zip

Grantor Husband Phone: Home Phone Cell Phone Office Phone ext

Grantor Husband E-Mail:

Do you have a former spouse? Yes No

Name of Grantor Wife

Grantor Wife Address: Street City State Zip

Grantor Wife Phone: Home Phone Cell Phone Office Phone ext

Grantor Wife E-Mail:

Do you have a former spouse? Yes No

IMPORTANT NOTE: If you can't finish this questionnaire you may submit as much as you have completed. You will see this button at various places along the questionnaire. Simply click it to submit what you have finished already.

Then, when you have time to complete the questionnaire, return to this page and simply input your name and email only and continue on to unanswered sections. We will match up your 2nd, 3rd, etc. submissions with your 1st by your name and email.

Successor Trustee Information: A Successor Trustee is the person who will handle the affairs of your estate upon the death of both of you. This person or persons should be someone who is a responsible individual and is willing and able to take on this responsibility. You may list more than one Successor Trustee and indicate whether you wish for them to act as co-trustees (i.e.: simultaneous trustees) or consecutive individual trustees. If you wish for them to be co-trustees, they must both consent to any and all decisions made.

1. Name of Successor Trustee

Successor Trustee Address: Street City State Zip

This Successor Trustee to Act as Co-trustee Act individually (in order listed)

2. Name of Successor Trustee

Successor Trustee Address: Street City State Zip

This Successor Trustee to Act as Co-trustee Act individually (in order listed)

3. Name of Successor Trustee

Successor Trustee Address: Street City State Zip

This Successor Trustee to Act as Co-trustee Act individually (in order listed)

4. Name of Successor Trustee

Successor Trustee Address: Street City State Zip

This Successor Trustee to Act as Co-trustee Act individually (in order listed)

5. Name of Successor Trustee

Successor Trustee Address: Street City State Zip

This Successor Trustee to Act as Co-trustee Act individually (in order listed)

Children Information: Please compete the information below. If you have children from a previous marriage please include the relationship to each child. Then indicate the % of the trust estate you wish to distribute to each child in the event of your death. Also please name the guardian and an alternate guardian you wish to provide for your minor children in the event of your death.

1. Name of Child Address: Street City State Zip

Relationship son to mother son to father son to both daughter to mother daughter to father daughter to both

% of estate to distribute to this child: %    Is this child a minor? Yes No

If the child is a minor, please indicate who you wish to be their Guardian and Alternate Guardian in the event of your death: Guardian My Spouse Other

If other list Name

Other guardian Address: Street City State Zip Phone

Alternate Guardian Name

Alternate Guardian Address: Street City State Zip Phone

2. Name of Child Address: Street City State Zip

Relationship son to mother son to father son to both daughter to mother daughter to father daughter to both

% of estate to distribute to this child: %    Is this child a minor? Yes No

If the child is a minor, please indicate who you wish to be their Guardian and Alternate Guardian in the event of your death: Guardian My Spouse Other

If other list Name

Other guardian Address: Street City State Zip Phone

Alternate Guardian Name

Alternate Guardian Address: Street City State Zip Phone

3. Name of Child Address: Street City State Zip

Relationship son to mother son to father son to both daughter to mother daughter to father daughter to both

% of estate to distribute to this child: %    Is this child a minor? Yes No

If the child is a minor, please indicate who you wish to be their Guardian and Alternate Guardian in the event of your death: Guardian My Spouse Other

If other list Name

Other guardian Address: Street City State Zip Phone

Alternate Guardian Name

Alternate Guardian Address: Street City State Zip Phone

4. Name of Child Address: Street City State Zip

Relationship son to mother son to father son to both daughter to mother daughter to father daughter to both

% of estate to distribute to this child: %    Is this child a minor? Yes No

If the child is a minor, please indicate who you wish to be their Guardian and Alternate Guardian in the event of your death: Guardian My Spouse Other

If other list Name

Other guardian Address: Street City State Zip Phone

Alternate Guardian Name

Alternate Guardian Address: Street City State Zip Phone

5. Name of Child Address: Street City State Zip

Relationship son to mother son to father son to both daughter to mother daughter to father daughter to both

% of estate to distribute to this child: %    Is this child a minor? Yes No

If the child is a minor, please indicate who you wish to be their Guardian and Alternate Guardian in the event of your death: Guardian My Spouse Other

If other list Name

Other guardian Address: Street City State Zip Phone

Alternate Guardian Name

Alternate Guardian Address: Street City State Zip Phone

6. Name of Child Address: Street City State Zip

Relationship son to mother son to father son to both daughter to mother daughter to father daughter to both

% of estate to distribute to this child: %    Is this child a minor? Yes No

If the child is a minor, please indicate who you wish to be their Guardian and Alternate Guardian in the event of your death: Guardian My Spouse Other

If other list Name

Other guardian Address: Street City State Zip Phone

Alternate Guardian Name

Alternate Guardian Address: Street City State Zip Phone

Beneficiary Information: Please list any additional beneficiaries you wish to add to your trust. A Beneficiary is any person or entity that will benefit from the trust by receiving all or a portion of the trust estate (property) in the event of your death. Only list the individuals you wish to divide a percentage of your estate to. You will have the option later to list additional beneficiaries you wish to leave a lump sum or a large specific item to.

1. Name of Beneficiary Address: Street City State Zip Phone

Relationship/Charity % of Estate to Distribute %

Is Beneficiary a Minor? Yes No

Do you want to pass this distribution on to their children in the event this beneficiary dies before you? No (per stirpes) Yes (per capita)

Per Stirpes = If the beneficiary is to receive a distribution per stirpes, the beneficiary's children will receive the beneficiary's distribution even if the beneficiary is no longer alive at the time of your death.

Per Capita = If the beneficiary is to receive a distribution per capita, he or she will receive the distribution only if he or she is alive at the time of your death.

2. Name of Beneficiary Address: Street City State Zip Phone

Relationship/Charity % of Estate to Distribute %

Is Beneficiary a Minor? Yes No

Do you want to pass this distribution on to their children in the event this beneficiary dies before you? Yes (per stirpes) No (per capita)

3. Name of Beneficiary Address: Street City State Zip Phone

Relationship/Charity % of Estate to Distribute %

Is Beneficiary a Minor? Yes No

Do you want to pass this distribution on to their children in the event this beneficiary dies before you? Yes (per stirpes) No (per capita)

4. Name of Beneficiary Address: Street City State Zip Phone

Relationship/Charity % of Estate to Distribute %

Is Beneficiary a Minor? Yes No

Do you want to pass this distribution on to their children in the event this beneficiary dies before you? Yes (per stirpes) No (per capita)

5. Name of Beneficiary Address: Street City State Zip Phone

Relationship/Charity % of Estate to Distribute %

Is Beneficiary a Minor? Yes No

Do you want to pass this distribution on to their children in the event this beneficiary dies before you? Yes (per stirpes) No (per capita)

Per Stirpes = If the beneficiary is to receive a distribution per stirpes, the beneficiary's children will receive the beneficiary's distribution even if the beneficiary is no longer alive at the time of your death.

Per Capita = If the beneficiary is to receive a distribution per capita, he or she will receive the distribution only if he or she is alive at the time of your death.

Contingency Beneficiary Information: A Contingent Beneficiary is sometimes called the "last resort beneficiary" to be the recipient of your estate in the event that there are no other surviving beneficiaries. (Otherwise the estate would go to the State) If you wish to provide a contingent beneficiary, please list them below.

1. Contingent Beneficiary Name Address: Street City State Zip Phone

Relationship/Charity

2. Contingent Beneficiary Name Address: Street City State Zip Phone

Relationship/Charity

 

Special Distributions: A Special Distribution can be made upon the death of either the Husband or Wife, to be distributed before the final estate is divided and distributed. Often times this is a lump sum amount or valuable property. Please list any special distribution here. They can be listed here even though they might be listed as a child or a beneficiary. This will not effect their final distribution.

1. Name of Beneficiary Relationship

Address: Street City State Zip Phone

2. Name of Beneficiary Relationship

Address: Street City State Zip Phone

3. Name of Beneficiary Relationship

Address: Street City State Zip Phone

4. Name of Beneficiary Relationship

Address: Street City State Zip Phone

5. Name of Beneficiary Relationship

Address: Street City State Zip Phone

Power of Attorney and Wills Questions:

Please answer the following questions individually. These documents are prepared separately for each individual, and you may have different answers or choose to select different decision makers to make medical and financial decisions on your behalf.

General Power of Attorney This document will allow your Agent/Attorney-in-Fact to act on your behalf to make major financial and property decisions. Each of you should designate an agent below according to your wishes.

WIFE, do you want your HUSBAND as your agent? Yes No

If no, please list the name and address of your Agent below:

Name of Agent Address: Street City State Zip Phone

Please provide the names and addresses of any Alternate Agents:

Name of Alternate Agent #1
Alternate Agent #1 Address: Street City State Zip Phone

Name of Alternate Agent #2
Alternate Agent #1 Address: Street City State Zip Phone

HUSBAND, do you want your WIFE as your agent? Yes No

If no, please list the name and address of your Agent below:

Name of Agent Address: Street City State Zip Phone

Please provide the names and addresses of any Alternate Agents:

Name of Alternate Agent #1
Alternate Agent #1 Address: Street City State Zip Phone

Name of Alternate Agent #2
Alternate Agent #1 Address: Street City State Zip Phone

MEDICAL DIRECTIVE/HEALTH CARE POWER OF ATTORNEY This document will allow your designated decision maker to act on your behalf to make medical and health care decisions on your behalf. Below please indicate who each of you wish to appoint as your primary decision maker in the event of your death or incapacity.

WIFE, do you want your HUSBAND as your primary decision maker? Yes No

If no, please list the name and address of person you designate as your primary decision maker below:

Name Address: Street City State Zip Phone

Please provide the names and addresses of any alternate agents or decision makers:

Name of 1st Alternate Agent or Decision Maker
Address: Street City State Zip Phone

Name of 2nd Alternate Agent or Decision Maker
Address: Street City State Zip Phone

Name of 3rd Alternate Agent or Decision Maker
Address: Street City State Zip Phone

Name of 4th Alternate Agent or Decision Maker
Address: Street City State Zip Phone

HUSBAND, do you want your WIFE as your primary decision maker? Yes No

If no, please list the name and address of person you designate as your decision maker below:

Name Address: Street City State Zip Phone

Please provide the names and addresses of any alternate agents or decision makers:

Name of 1st Alternate Agent or Decision Maker
1st Alternate Agent/Decision Maker Address: Street City State Zip Phone

Name of 2nd Alternate Agent or Decision Maker
Alternate Agent/Decision Maker Address: Street City State Zip Phone

Name of 3rd Alternate Agent or Decision Maker
Alternate Agent/Decision Maker Address: Street City State Zip Phone

Name of 4th Alternate Agent
Alternate Agent/Decision Maker Address: Street City State Zip Phone

LIVING WILL This document will allow your designated decision maker to act on your behalf to make decisions on whether to continue providing you with life support in the event you are in a vegetative state. Below please indicate who each of you wish to appoint as your primary decision maker in the event of your death or incapacity.

WIFE, do you want your HUSBAND as your primary decision maker? Yes No

If no, please list the name and address of person you designate as your decision maker below:

Name Address: Street City State Zip Phone

Please provide the names and addresses of any alternate agents or decision makers:

Name of 1st Alternate Agent or Decision Maker
1st Alternate Agent/Decision Maker Address: Street City State Zip Phone

Name of 2nd Alternate Agent or Decision Maker
2nd Alternate Agent/Decision Maker Address: Street City State Zip Phone

Name of 3rd Alternate Agent or Decision Maker
3rd Alternate Agent/Decision Maker Address: Street City State Zip Phone

Name of 4th Alternate Agent or Decision Maker
4th Alternate Agent/Decision Maker Address: Street City State Zip Phone

HUSBAND, do you want your WIFE as your primary decision maker? Yes No

If no, please list the name and address of person you designate as your decision maker below:

Name Address: Street City State Zip Phone

Please provide the names and addresses of any alternate agents or decision makers:

Name of 1st Alternate/Primary Decision Maker
1st Alternate Agent/Decision Maker Address: Street City State Zip Phone

Name of 2nd Alternate/Primary Decision Maker
2nd Alternate Agent/Decision Maker Address: Street City State Zip Phone

Name of 3rd Alternate Primary Decision Maker
3rd Alternate Agent/Decision Maker Address: Street City State Zip Phone

Name of 4th Alternate/Primary Decision Maker
4th Alternate Agent/Decision Maker Address: Street City State Zip Phone

POUR OVER WILL This document is like a Last Will and Testament. The Trust has already taken care of your assets. Here you can designate what shall happen to your body and any other special requests.

In the event of my death, I wish for my body to be:   WIFE: Buried Cremated ;   HUSBAND: Buried Cremated

Please check off the options that apply:

WIFE: I have provided a list of instructions for my burial and funeral instructions I have provided a Statement of Wishes for my loved ones to follow

HUSBAND I have provided a list of instructions for my burial and funeral instructions I have provided a Statement of Wishes for my loved ones to follow

IMPORTANT: Before clicking submit, we recommend you print a copy of this for your records. We recommend you use landscape mode when printing.