Do you want this trust to have a different name?:
Additional instructions for trustees: Do you and your spouse want to include any additional instructions regarding trust management or distribution ?
Additional instructions for Executors or Guardians: Do you and your spouse want to include any additional instructions for your executors or guardian?
Statement of Interment and Final Wishes: Would you and your spouse like to inlude any instructions about final resting place, funeral, or the handling of your remains?
Do you and your spouse want to name guardians for minor children?: A guardian takes care of a minor child if both their parents have passed away or are incapacitated. The guardian will have legal custody of a minor child until they become an adult.
Who are the successor or trustees?: The person will manage the trust after you and your spouse pass away or become incapacitated. First Choice for Successor Trustee
Second Choice for Successor Trustee This person will be successor trustee if your first choice passes away or is not available
Overview of representatives named in trust documents.
Do you want a pour-over will?: It is common to make a pour-over will with a living trust. If you have a pour-over will, any property not in the trust when you or your spouse passes away will be transferred into the trust and managed according to your wishes. You can name a gurardian for your minor children, if applicable. You can add wishes for burial cremation and funeral services
Do you want to include a pour-over will for you and your spouse?
Creating a subtrust allows you to have gifts held and managed by another person untill the beneficiary reaches a certain age
Do you want any of your gifts held in a subtrust?:
Do you want to give any specific and charitable gifts?
Specific Gifts (optional) Would you like to include specific gifts (such as jewelry, artwork, cash amounts) in the trust
Charitable Gifts (Optional) Would you like to include charitable gifts (cash amount to charitable schools, ect) in the trust?
Who will receive your spouse’s portion of the trust property?: Please choose who will receive your spouse’s portion of the trust property after both of you pass away. When chooosing among family friends, or charities , please make sure the percentages of all gifts add up to 100%
What should happen to the property placed in the trust when the first spouse passess away?:
Overview of how gifts are handled in a trust. In this section you will name beneficiaries (family, friends, Charities ) who will receive the trust property when you pass away. There are three types of gifts you can create in a Living Trust:
Do you want to put all of your jewelry, furniture , artwork and other personal property into the trust?
Life insurance proceeds details.
Description of Policy (for example term life insurance whole life insurance etc.)
Business interest details.
Account Number(s)(optional)
Financial account details.
Account Number(s)(optional)
Would you like a transfer deed prepared for this property? Additional fees apply:
What types of property will be put into trust?:
