Full Name

Phone *

Email *

Address

Street Address

City

State

Country

Postal code

Proposed Trust Name

Date of Establishment

State of Governing Law

Primary Trustee Name

Primary Trustee Email

Primary Trustee Phone

Successor Trustee Name

Successor Trustee Email

Successor Trustee Phone

Beneficiary 1 Name

Relationship to Grantor

Percentage / Share of Assets

Additional Beneficiaries

Beneficiary 2 Name

Relationship

Percentage

Beneficiary 3 Name

Relationships

Percentages

Real Estate Property Address

Bank Accounts

Investments (Stocks/Bonds/Retirement)

Life Insurance Policies

Specific Requests / Restrictions

Guardianship Instructions (if minor children)

Grantor Signature

Clear

Primary Trustee Signature

Clear

Successor Trustee Signature

Clear