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Single Trust
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Step 10
Trustor Details (This is You )
Name
Address
City
Zip Code
State
Employer
Do you have children?
Yes
No
Enter your child's full legal name
Name
*
* You may list additional children by clicking the blue + button
Do you have spouse?
Yes
No
Enter Spouse Details
Name
Address
City
State
Zip Code
Successor Trustee of Your Trust?
This person will manage your assets if you are disabled and distribute them according to your Living Trust at your death. (You are automatically the first Trustee)
Successor Trustee's Name
Who is your Alternative Successor Trustee of your Trust?
This person would take over at the death, incapacity, or resignation of your Successor Trustee
Alternate Successor Trustee's Name
Who will be the Executor of your Will?
This person makes sure your instructions are carried out in your Will. (Often, this is the same person as your Successor Trustee)
Executor's Name
Who will be the Alternate Executor of your Will?
If your first Executor resigns, dies, or becomes incapacitated, this person takes over. (Often, this is the same person as your Alternate Successor Trustee)
Alternate Executor's Name
Who will be the Guardian of Your Minor Children and Children's Estate?
This is the person you wish to have custody and care of your minor child until age 18.
Full Legal Name
Home Address
Phone
City
State
Zip Code
Who will be the Alternate Guardian of Your Minor Children and Children's Estate?
This person takes over if your first choice of Gaurdian is unavailable.
Full Legal Name
Home Address
Phone
City
State
Zip Code
If you have a child who is under the age of 18, or has a legal disability, please list in Step 1.
Specific Gifts to Individuals or Organizations?
Are you leaving any gifts?
Yes
No
( Jewelry, Family Heirlooms, Vehicles, Real Estate, Cash, act)
Gifts
Enter gift
Beneficiary Name
Details of the person receiving the gift.
Successor Beneficiary Full Name
This person who receives the gift if the first beneficiary is unavailable.
* You can list additional gifts by clicking the blue + button
Distribute your estate by percentages below
Be sure the total of all beneficiary percentages is 100%!
Name
* You can list additional beneficiaries' gifts by clicking the blue + button
Percentage
Are there special distribution instructions such as a particular percentage distribution at a certain age or after a specific circumstance occurs for a specific circumstance?
Yes
No
Enter distribution instructions
Enter distribution instructions
Do you have any special instructions such as cremation, disposition of remains, funeral, or celebration of life wishes?
Yes
No
Enter Special Instructions
Instructions
Who will be the Agent for your Financial Power of Attorney?
This person handles your financial affairs if you cannot do so.
Full Legal Name
Home Address
Phone
City
State
Zip Code
Who will be the Alternate Agent for your Financial Power of Attorney?
This person takes over if your first choice of Agent is unavailable.
Full Legal Name
Home Address
Phone
City
State
Zip Code
Who will be the Agent for your Health Care Power of Attorney?
Your Agent will handle your medical care and life support decisions.
Full Legal Name
Home Address
Phone
City
State
Zip Code
Who will be the Alternate Agent for your Health Care Power of Attorney?
Your Alternate Agent takes over if your first choice is unavailable.
Full Legal Name
Home Address
Phone
City
State
Zip Code
Instructions for Pets
Do you wish to leave instructions for the care of your pets?
Yes
No
Enter Name of Pet Caretaker
Are you providing a specific sum of money for your pet's care? If so, what is the amount you wish to set aside for your pet's care?
Yes
No
Enter Amount
Are you excluding/disinheriting any children?
Yes
No
Enter the child's details you are disinheriting
Disinherited Child’s Name
Address
City
State
* You may list additional children by clicking the blue + button
Zip Code
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