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Asset Defense Team – Living Trust Template

Home/Asset Defense Team – Living Trust Template

Asset Defense Team - Living Trust Template

This form collects information used to merge data into a completed Living Trust Worksheet that will be used by our legal team to create a customized Living Trust Agreement. QUESTIONS? Please feel free to contact us during normal business hours in the Mountain time zone. Please call us toll-free: (855) 50-ASSET - or- (855) 502-7738 or by email: info@assetdefenseteam.com.

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  • Please Note: Vertical scrolling may not work on all browsers. If you encounter scrolling problems, please use your 'page-up' and 'page-down' buttons to move the form up and down. Questions? Please contact Ruth@assetdefenseteam.com or call toll-free (855) 50-ASSET (855-502-7738)
  • Please provide the Full Legal Name of the person requesting the Living Trust. Please include any suffixes (e.g. Jr., Sr., III, etc.) used in your legal name.
  • Please list any other legal names you have used in the past. If 'none' please indicate 'None.'
  • Please provide the Social Security Number of the person requesting the completed Living Trust. (xxx-xx-xxxx format please.)
  • Please provide the date of birth of the person requesting the Living Trust. (mm/dd/yyyy format).
  • Please provide the full legal address of the person requesting the Living Trust.
  • Please provide the email address where you would like to receive the completed Living Trust template.
  • Please provide the home telephone number of the person requesting this Living Trust.
  • Please provide the cell phone number of the person requesting this Living Trust.
  • Please provide the name of the employer or business owned by the person requesting the Living Trust.

  • BASIC TRUST INFORMATION

  • Marital Status of person requesting the Living Trust.
  • Please provide the Full Legal Name of the spouse of the person requesting the Living Trust. Please include any suffixes (e.g. Jr., Sr., III, etc.) used in their legal name.
  • Please indicate whether or not the person requesting the Living Trust is a United States Citizen.
  • If not a U.S. Citizen, please list the nationality of the person requesting the Living Trust.
  • Please list the names and ages of your children in the fields below. If you have no children, please choose 'None.'
  • Please provide the name of the first child.
  • Please indicate the current age of your First Child.
  • Please provide the name of the second child.
  • Please indicate the current age of your Second Child.
  • Please provide the name of the third child.
  • Please indicate the current age of your Third Child.
  • Please provide the name of the fourth child.
  • Please indicate the current age of your Fourth Child.
  • Please indicate the number of grandchildren of the person requesting the Living Trust. If none, please indicate 'None.'
  • If you have grandchildren, please indicate their age range.
  • Please indicate whether or not you have experienced the death of children.
  • If 'Yes' please list their names.
  • In this section you will be able to answer questions regarding your beneficiaries, and how you plan to structure your Living Trust.

  • BURIAL WISHES

  • Please provide details regarding any funeral, cremation, or burial plans you have already established. Please provide names, contact information, and last wishes or special instructions.
  • In this section you will list the current estimated value of your assets. Use your best guess. This information can be a 'ball park' estimate. Do not show benefits which will terminate at death (e.g. pension, social security, etc.) Value of life insurance policies will be listed in a separate section. Questions? Please contact info@assetdefenseteam.com or call toll-free (855) 50-ASSET -or- (855) 502-7738.
  • Please provide fair market value of all real estate holdings, less loan balances.
  • Please provide estimated fair market value of all stocks, bonds, and mutual funds.
  • Please provide fair market value of all cash-type assets, including cash, annuities, and notes due you.
  • Please provide estimated fair market value of all business interests including sole proprietorships, partnerships, closely held corporations, etc.
  • Please provide estimated fair market value of all retirement plans (e.g. IRS, 401k, etc.) Do not show benefits which will terminate at death, (such as pensions, social security, etc.)
  • Please provide estimated fair market value of all vehicles, including autos, recreational vehicles, and boats (less outstanding loan balances.)
  • Please provide estimated fair market value of all personal property including jewelry, furniture, and antiques.
  • In this section you will list the current estimated value of your Life Insurance Policies. (Do not include accidental death policies) "CASH VALUE" - Use your best estimate. (Term policies normally nave no cash value) "FACE VALUE" - This is the amount payable at time of death. Questions? Please contact info@assetdefenseteam.com or call toll-free (855) 50-ASSET -or- (855) 502-7738.
  • Please list the name of the company holding policy #1.
  • "CASH VALUE" - Use best estimate. (Note: Term policies normally have no cash value)
  • "Face Value" - This is the amount payable at the time of death.
  • Please list the beneficiary of policy #1.
  • Please select "YES" if you have another policy to list.
  • Please list the name of the company holding policy #2.
  • "CASH VALUE" - Use best estimate. (Note: Term policies normally have no cash value)
  • "Face Value" - This is the amount payable at the time of death.
  • Please list the beneficiary of policy #1.
  • Please select "YES" if you have another policy to list.
  • Please list the name of the company holding policy #3.
  • "CASH VALUE" - Use best estimate. (Note: Term policies normally have no cash value)
  • "Face Value" - This is the amount payable at the time of death.
  • Please list the beneficiary of policy #1.
  • Please select "YES" if you have another policy to list.
  • Please list the name of the company holding policy #4.
  • "CASH VALUE" - Use best estimate. (Note: Term policies normally have no cash value)
  • "Face Value" - This is the amount payable at the time of death.
  • Please list the beneficiary of policy #1.
  • Please select "YES" if you have another policy to list.
  • Please list the name of the company holding policy #5.
  • "CASH VALUE" - Use best estimate. (Note: Term policies normally have no cash value)
  • "Face Value" - This is the amount payable at the time of death.
  • Please list the beneficiary of policy #1.
  • Please select "YES" if you have another policy to list.
  • Please list the name of the company holding policy #6.
  • "CASH VALUE" - Use best estimate. (Note: Term policies normally have no cash value)
  • "Face Value" - This is the amount payable at the time of death.
  • Please list the beneficiary of policy #1.

Information

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