Personal and Financial Organizer for Your Living Trust

PERSONAL AND FINANCIAL ORGANIZER FOR YOUR LIVING TRUST

SECTION 1. GENERAL INFORMATION

DATE: ___________ DOCS REQUESTED :________________________ _____________________________
Marital Status: Married Single Divorced ___ Widowed ____

1. Your Name (First, Middle, Last) Soc. Sec. No. Date of Birth
| | | |

2. Spouse's Name (First, Middle, Last) Soc. Sec. No. Date of Birth (If Applicable)
| | | |

3. Home Address (Number, Street) City State Zip
| | | | |

4. Mailing Address If Different (Number, Street) City State Zip
| | | | |

5. Home Phone
| |

SECTION 2. PERSONAL INFORMATION
(Answer each of the following Questions)

1. Are you a U.S. citizen? YOU ______ YOUR SPOUSE ______

2. Do you have a will or trust now? YOU ______ YOUR SPOUSE ______

3. If you have a current trust, will this be a restatement? _________

4. How many living children do you have? YOU ______ YOUR SPOUSE ______

5. How many deceased children do you have? YOU ______ YOUR SPOUSE ______

6. How many children under age 18 do you have? YOU ______ YOUR SPOUSE ______

SECTION 3. FINANCIAL INFORMATION

1. Do you own a home or any other real estate that you would like to transfer into your trust?

Yes ____ No____

2. Do you have any other titled assets, such as a car, boat or motor home that you would like to