Living Trust Worksheet
328 S Second Ave. Barstow, CA 92311
Phone # (760) 256-5571
Fax # (760) 256-0180
LIVING TRUST WORKSHEET
(If you are doing a joint trust, don’t forget that you must each do your own individual will)
Enter your name exactly how you want it to appear on your Trust:
______
If you are doing a joint trust i.e.: The Robert L. and Maria Garcia Living Trust. Be sure to include both names. You can also put it as: The Garcia Family Living Trust.
D.O.B. ______/______SS # ______/______
Address ______
Phone # Home ______Cell______Other ______
Name one or more persons or organizations that will take over as your Successor Trustee in case of incapacity or death.
Successor Trustee Name ______
Address ______Phone # ______
Alternate Successor Trustee ______
Address ______Phone # ______
Property to be put in the trust. Please include the description, APN #, Account #, Make/Model/Year, Address etc.
1. ______
Does it have a title YES NO
2. ______
Does it have a title YES NO
3. ______
Does it have a title YES NO
4. ______
Does it have a title YES NO
5. ______
Does it have a title YES NO
6. ______
Beneficiaries of the trust
Name ______
Address ______Phone # ______
Property to be given ______
______
Name ______
Address ______Phone # ______
Property to be given ______
______Name ______
Address ______Phone # ______
Property to be given ______
______Name ______
Address ______Phone # ______
Property to be given ______
______Name ______
Address ______Phone # ______
Property to be given ______
______
Residuary Beneficiaries (who will get the rest of your estate that you have not specifically listed above)
Name ______
Address ______Phone # ______
Property to be given ______
______
Name ______
Address ______Phone # ______
Property to be given ______
______
Name ______
Address ______Phone # ______
Property to be given ______
______
Alternate Residuary Beneficiary
Name ______
Address ______Phone # ______
Property to be given ______
______Name ______
Address ______Phone # ______
Property to be given ______
______Name ______
Address ______Phone # ______
Property to be given ______
______
Are any of the Beneficiaries that you named under the age of 35? YES NO
Please be sure to provide copies of any deeds for property in which you plan to include in your trust. We will have to put your property in the name of your trust and need the most recent deed to do so. If there are any additional or specific terms that you wish to include in your trust that you think may not have been covered in the above questions you can list in the area below:
______
______
ACKNOWLEDGMENT AND AUTHORIZATION
I understand that the Legal Document Assistant (LDA) preparing my documents in NOT an attorney, cannot select forms and DOES NOT give legal advice. I hereby direct the Legal Documents Assistant to type and perform certain services as outlined in our discussion(s). I further declare that the foregoing information which I have provided is, to the best of my knowledge, true and correct.
Dated:______
Signature
Dated:______
Signature