Living Trust Information Form (Short Form) Page 2
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9Do you or your spouse have children who died leaving children? Yes ____ No ____
If yes, please explain: ___________________________________________________________________
Do you want any minors (such as children and/or grandchildren) to whom you may be leaving all or part of your estate to receive their
money:
Outright (regardless of their age)
Yes ____ No ____
or
in a trust until a specified age
Yes ____ No ____
INFORMATION REGARDING THE ASSETS IN YOUR ESTATE
Income-Producing Assets
For example, bank accounts, CD’s brokerage accounts, stocks, or corporate or U.S. bonds
Description and location of property
Value
Acct. #
In whose name
is asset?
______________________________________________________
__________
____________________ ______________
______________________________________________________
__________
____________________ ______________
______________________________________________________
__________
____________________ ______________
______________________________________________________
__________
____________________ ______________
______________________________________________________
__________
____________________ ______________
______________________________________________________
__________
____________________ ______________
______________________________________________________
__________
____________________ ______________
______________________________________________________
__________
____________________ ______________
Total:
__________________________
Real Estate
Description and location of property
Value
Mortgage
Purchase
In whose name
price
is the asset?
______________________________________
__________
___________
__________
_____________
______________________________________
__________
___________
__________
_____________
______________________________________
__________
___________
__________
_____________
______________________________________
__________
___________
__________
_____________
______________________________________
__________
___________
__________
_____________
Note: You will need to know the legal description for each property listed or you will need to provide a copy of the most recent
deed at the time of the initial meeting.
Is any property listed above, held as joint tenants? Yes ____ No ____. If yes, please explain:
__________________________________________________________________________________________________
Is any property listed above, a separate property asset? Yes ____ No ___. If yes, please explain:
__________________________________________________________________________________________________
Do you or your spouse have any interest in any business? Yes ____ No ____
If yes, please explain;
_________________________________________________________________________________________________
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