Living Trust Information Form (Short Form)
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9LIVING TRUST INFORMATION FORM (SHORT FORM)
LAW OFFICES OF REIKO J. HICKS
8301 UTICA AVENUE, SUITE 201
RANCHO CUCAMONGA, CA 91730
(909) 476-0017 Telephone (909) 484-2669 Fax
email:
PLEASE PRINT CLEARLY TO PREVENT SPELLING ERRORS IN YOUR TRUST DOCUMENTS
NOTE: It is important that all questions be responded to. Use “N/A” if question doesn’t apply to you
TRUST TYPE:
____ Single Person ____Couple (Small Estate) ____Couple ($600,000 - $1million)
____Couple (Over $1million estate)
CLIENT INFORMATION
First, Middle & Last Name, include Jr, III, etc. ___________________________________________________________________
Address: _____________________________________________________________
U.S. Citizen? Yes ____ No ____
City, State, Zip: _______________________________________________________
Sex: Male: ____ Female: ____
County of residence: ___________________________________________________
Birth date: _____/_____/_____
Telephone number: (____) ___________________________
SSN: ____________________________
Marital Status: Single: ____ Married: ____ Unmarried: ____
Date of Marriage: ___________________________
If separated, date of separation: ________________
Any previous marriages? ________________________
SPOUSE INFORMATION
First, Middle & Last Name, include Jr, III, etc. ___________________________________________________________________
Address: _____________________________________________________________
U.S. Citizen? Yes ____ No ____
City, State, Zip: _______________________________________________________
Sex: Male: ____ Female: ____
County of residence: ___________________________________________________
Birth date: _____/_____/_____
Telephone number: (____) ___________________________
SSN: ____________________________
Any previous marriages? ________________________
INFORMATION ABOUT CLIENT’S LIVING CHILDREN
Does client have any living children? Yes ____ No ____
Full name of first living child: _______________________________________________________
Date of Birth: _____/_____/_____
Is this child of the current marriage? Yes ____ No ____
Full name of second living child: _______________________________________________________
Date of Birth: _____/_____/_____
Is this child of the current marriage? Yes ____ No ____
Full name of third living child: _______________________________________________________
Date of Birth: _____/_____/_____
Is this child of the current marriage? Yes ____ No ____
Full name of fourth living child: _______________________________________________________
Date of Birth: _____/_____/_____
Is this child of the current marriage? Yes ____ No ____
List information about additional children on a separate piece of paper
Do you or your spouse have any children by previous relationships? Yes ____ No ____
If yes, please explain: ___________________________________________________________________
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