Living Trust Information Form (Short Form) Page 9

PLEASE BRING THE FOLLOWING DOCUMENTS WITH YOU TO YOUR MEETING WITH THE

ATTORNEY.

Your existing Will, codicil, trust agreement

Real estate deeds, appraisals

Mortgage statement for each piece of encumbered real estate

Statements of account for savings

Certificates, brokerage statements for stocks, bonds, and securities

Divorce decree or the date of the final divorce decree

Prenuptial agreements, adoption papers, guardianship documents

Living will, powers of attorney

Business papers: for example, partnership agreements, articles of incorporation

10.

If not otherwise set forth in this questionnaire, a list of full names, addresses, and telephone numbers

of people who will serve as successor trustees, executors, beneficiaries, and Agents or Attorneys-In-

Fact

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Parent category: Legal