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Living Trust Questionnaire

Personal & Financial Organizer For Your Living Trust

1.General Information




2. Personal Information




3. Trust Decisions: Your Living Trust Team


Back-Up Trustee(s)- Steps in at you or your spouse’s disability or death. Can be your adult children and/or trusted friends.




4. Pourover Will


This document provides for after-death distribution of your personal effects and "pours over" other assets not held in the name of the trust, at the time of death, to the trust (through probate, if necessary).


Nomination and Appointment of Executors
Executor(s)- The person(s) that will distribute single person or husband's assets after death. Your Executor is the same person as your Successor Trustee. *If married and you want your spouse, enter their name in 1st Executor*




Executor(s)- The person(s) that will distribute wife's assets after after death. Your Executor is the same person as your Successor Trustee.
*If married and you want your spouse, enter their name in 1st Executor*




5. Guardianship


Nomination and Appointment of Guardians for minor children. If there are no minor children enter N/A




6. Husband/Wife's or Single Person's Asset Durable Power Of Attorney


This document authorizes you to name an agent to act for you in any way you can act for yourself.

Designation of agent(s) (attorney in fact)
Agents: The persons that will make financial decisions for single person or husband. Your Agent is the same person as your Successor Trustee. *If married and you want your spouse, enter their name in 1st Agent*

Agents: The persons that will make financial decisions for wife. Your Agent is the same person as your Successor Trustee. *If married and you want your spouse, enter their name in 1st Agent*



7. Husband/Wife's or Single Person's Health Care Durable Power of Attorney


This document authorizes you to name someone ("agent") to make health care decisions for you if you are no longer able to communicate your wishes regarding such care.

Designation of agent(s) (attorney in fact)
Agents: The person that will make health care decisions for single person or husband. *If you want your spouse, enter their name in 1st Agent*

Agents: The person that will make health care decisions for wife. *If you want your spouse, enter their name in 1st Agent*



8. Distribution To Final Beneficiaries After Death Of Trustor(S)


Age and percentage each beneficary is to receive.
Example 1: Mary Allen, 100%. Example 2: Mary Allen 50%; Thomas Smith, 50%



9. Financial Information


Please input all assets in the fields below including any of the following:

  • Real Estate including any vacant land

  • Any Corporations/LLC’s which you are a shareholder and the State of Incorporation

  • Bank Accounts institution name and account number including savings, money market and/or CD’s

  • Stocks, Bonds or Mutual Funds, include the institution name and account number

  • Profit Sharing, IRA or Pension Plan, include the institution name and account numbers

  • Life Insurance Policies and/or Annuities, include the institution name and account numbers

Special Gifts of Trust Property

If you would like to leave any special gifts of trust property apart from the beneficiary share previously entered, please do so below. This can be a monetary gift to a neighbor or specific assets/items to an individual:

Special Instructions for Funeral/Burial:

Would you like to be buried or cremated? Have arrangement been pre-made? If so, please give details below:

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Bonded and Certified Legal Document Assistant, LDA #267. We are not attorneys and cannot give legal advice. A Legal Document Assistant provides only self help service to a member of the public who is representing him/her self in a legal matter. We are, however, very experienced and knowledgeable in preparation of living trusts, deeds and other legal documents including divorce mediation. We work closely with several attorneys who can give you the legal advice you need.