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Trust Name (The __________________ Living Trust):

Client Information - Strictly Confidential

*When entering names of individuals, including yourself, please be sure to list their full legal name*

Client:

First Name

Middle Name

Last Name

Any Previous Aliases

Phone Number

Birthday

Gender

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Address:

Street Address

Apartment/Suite Number

City

Zip Code

County

Home Phone Number

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Prior Marriages

If you answered YES:

Please enter the full legal name(s) of your previous spouse(s):

Date of Termination

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Children or Beneficiaries

All children must be listed, including children who are disinherited. If additional space is needed, please use the supplemental section at the end.

I DO NOT have any children

(If you check this box, skip this section)

Beneficiary #1

Full Legal Name

Birthday

Relationship

Gender

Beneficiary #2

Full Legal Name

Birthday

Relationship

Gender

Beneficiary #3

Full Legal Name

Birthday

Relationship

Gender

Beneficiary #4

Full Legal Name

Birthday

Relationship

Gender

Beneficiary #5

Full Legal Name

Birthday

Relationship

Gender

Beneficiary #6

Full Legal Name

Birthday

Relationship

Gender

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If you answered YES:

Please enter the full legal name(s) of each child(ren)

Please enter the full legal name(s) of each surviving child(ren)

If you answered YES:

Please enter the full legal name(s) of each child(ren)

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Miscellaneous Information

Do you have any specific concerns (not already mentioned) regarding your estate?

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Current Assets

Please answer Y/N for each asset type below in your possession. If you answer YES, please provide more information

Bank Account/Safety Deposit Box Details

Please include:
- Bank or Institution
- Name on the Account
- Type of Account

Retirement Accounts Details

Please include:
- Bank or Institution
- What kind of account it is (401K, IRA, etc.)
- Name on the account

Real Property Details

Please include:
- Property Address
- Indicate if its personal/investment property

Business Entities Details

Please Include:
- Name of Business
- Purpose of Business

Stocks and Bonds Details

Insurance/Annuities Details

Additional assets may be listed in the supplemental section at the end.

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Specific Distributions

IF YES: List the name of the business and beneficiary

IF YES: List preferred age of inheritance

IF YES: Please list the details

IF YES: List the name of the beneficiary

Residual Distributions

In general, how would you like the remaining assets of your estate to be distributed among your beneficiaries?

NOTE: Any unspecified assets, typically split into percentages between chosen beneficiaries.

Per Stirpes: Deceased beneficiary's share goes to their children in equal shares. If no children exist, the share will then be distributed to the remaining beneficiaries.

Per Capita: Deceased beneficiary's share is distributed to the remaining beneficiaries.

If ALL beneficiaries were to die at the same time, who would you like to list as a contingent beneficiary? (individual, church, school, organization)

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Trust & Will Information

Please list who you would like to act on your behalf, should you both pass away or become incapacitated.

*Individuals MUST be a legal adult (At least 18 years old)

Who would you like to administer your estate after your death?

Successor Trustee: The person who assumes control of the trust after the initial trustee(s) dies or becomes unable to continue with his or her (their) responsibilities. Once the successor trustee has assumed control, he or she is responsible to ensure that your property is distributed to your beneficiaries according to the trust terms.

First Successor Trustee:

Full Legal Name

Relationship

Second Successor Trustee:

Full Legal Name

Relationship

Third Successor Trustee:

Full Legal Name

Relationship

Only Chose One Option

I would like my Successor Trustees to act in succession, in the order provided.

I would like my Successor Trustees to act together as Co-Trustees.

IF YES: List Amount/Percentage or "general language to be added"

Who would you like to help administer Medical Decisions if you become incapacitated?

Successor Agent: The person you choose in advance to make health care related decisions on your behalf in the event that you become unable to do so. They may also follow through with your predetermined wishes. Your spouse/partner (if applicable) is generally your first Medical Agent.

First Successor Agent:

Full Legal Name

Relationship

Second Successor Agent:

Full Legal Name

Relationship

Third Successor Agent:

Full Legal Name

Relationship

Guardians

A legal guardian is a person who has the legal authority to care for the personal and property interests of another person. In most cases, minor children. Your spouse/partner if applicable is generally the first Successor Guardian.

*Any individual listed must be a legal adult (at least 18 years old).

First Successor Guardian:

Full Legal Name

Relationship

Second Successor Guardian:

Full Legal Name

Relationship

Third Successor Guardian:

Full Legal Name

Relationship

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Burial Wishes

If you choose to be cremated, where would you like your ashes placed?

If you choose to be buried, where would you like your remains interred?

If YES, please specify:

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Supplementary Section

Please list any additional beneficiaries, concerns, and/or wishes not covered in this form:

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Submit

If there are missing mandatory fields upon your clicking the submit button, please look for the image below to finish this form.

Need help?

API Estate Plan

Individual Worksheet

Client Information - Strictly Confidential

Client:

Address:

Prior Marriages

Children or Beneficiaries

Beneficiary #1

Beneficiary #2

Beneficiary #3

Beneficiary #4

Beneficiary #5

Beneficiary #6

Miscellaneous Information

Current Assets

Specific Distributions

Residual Distributions

Trust & Will Information

First Successor Trustee:

Second Successor Trustee:

Third Successor Trustee:

First Successor Agent:

Second Successor Agent:

Third Successor Agent:

Guardians

First Successor Guardian:

Second Successor Guardian:

Third Successor Guardian:

Burial Wishes

Supplementary Section

Need help?

API Estate Plan

Individual Worksheet

Client Information - Strictly Confidential

person_outlineClient:

Address:

Prior Marriages

Children or Beneficiaries

person_outlineBeneficiary #1

person_outlineBeneficiary #2

person_outlineBeneficiary #3

person_outlineBeneficiary #4

person_outlineBeneficiary #5

person_outlineBeneficiary #6

Miscellaneous Information

Current Assets

Specific Distributions

Residual Distributions

Trust & Will Information

person_outlineFirst Successor Trustee:

person_outlineSecond Successor Trustee:

person_outlineThird Successor Trustee:

person_outlineFirst Successor Agent:

person_outlineSecond Successor Agent:

person_outlineThird Successor Agent:

Guardians

person_outlineFirst Successor Guardian:

person_outlineSecond Successor Guardian:

person_outlineThird Successor Guardian:

Burial Wishes

Supplementary Section

Client:

Beneficiary #1

Beneficiary #2

Beneficiary #3

Beneficiary #4

Beneficiary #5

Beneficiary #6

First Successor Trustee:

Second Successor Trustee:

Third Successor Trustee:

First Successor Agent:

Second Successor Agent:

Third Successor Agent:

First Successor Guardian:

Second Successor Guardian:

Third Successor Guardian: