Living Trust Questionnaire

Please fill out as much relevant information below as possible. If you are not comfortable sending certain information over the Internet then feel free to call us with the data.

Trust:

Name of Trust:
Creator of Trust
Creator's D.O.B.
Address:
City:
State: Zip:
Social Security #:
E-mail
Phone:
Other Phone:

Trustee:

Name of Trustee:
Creator's D.O.B.
Address:
City:
State: Zip:
Social Security #:

Successor Trustees:

Successor (1) Name:
Successor (2) Name:
Successor (3) Name:

Names of Families:

Family (1) Name:
Family (2) Name:
Family (3) Name:

 

Please tell us how you found us:

 


Call us: (702) 636-HELP (4357)
WE ALWAYS RETURN PHONE CALLS
We are a paralegal service and cannot offer legal advice.
If you need advice, we can refer you to an attorney.

 

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