Living Trust Information Form (Short Form) (Page 5 of 9) in pdf

How do you want the remainder of your estate distributed after the death of the surviving spouse, if applicable?

____________________________________________________________________________________________________________

TRUSTEE INFORMATION

Who will be the initial Trustee(s):

____

Single Settlor (unmarried person)

____

Both Settlors (Husband and Wife)

____

One of the Settlors (Husband only or Wife only): ______________________

____

One Settlor and another individual (Specify) ______________________________________

____

One Settlor and a corporation (Specify) __________________________________________

____

Corporation (Specify) _______________________________________________________

____

Other (Specify) _____________________________________________________________

Successor Trustee(s):

On death of one of the Settlor’s:

____

The remaining Settlor serves alone

____

Named individual becomes co-trustee with the surviving Settlor

Name of individual:

_____________________________________

____

Named individual becomes trustee

Name of individual:

____________________________________

____

Named individuals becomes co-trustees

Name of individual:

____________________________________

Name of individual:

____________________________________

____

Other: ____________________________________________________________

SPRINKLING TRUST

Note: The Sprinkling Trust provides a Trustee with discretion to make payments of income and/or principal to the Settllors

children and/or grandchildren. The beneficiaries of the Trust are usually the grandchildren.

Note: The children of the Settlors should not become the sole trustee where a sprinkle provision is in place

Do the Settlors want the trust to include a sprinkle provision for their children or for the children of any deceased child?

Yes ____ No ____

Living Trust Information Form (Short Form) Page 5