Form Section 1

Will

A member of our staff will contact you to go over the information you are about to provide us. 

We have provided a blank area for comments at the very end.

1. Your Will

Full legal name
Your Address:
Form Section 2

2. Beneficiaries

Gifts

Let's start with the special gifts: are there any special items (jewelry, vehicles, accounts, etc.) that you

would like to leave to a particular person? If so, list them below.

Gifts get deducted before the balance of the estate is distributed to the beneficiaries.

DISHINHERING CLAUSE (OPTIONAL) – Enter the name and relationship of any relative you specifically

do NOT want to receive anything from your Trust.

Most States do not allow a spouse or minor child to be totally disinherited.

Form Section 3

2. Beneficiaries

Beneficiaries of your estate

Beneficiaries: These are the people you would like to receive the trust property after your death. Include the percentage of the Estate that each Beneficiary will receive. You also have the option to nominate Alternate Beneficiaries if the Primary Beneficiary predeceases you. You have the ability to select the children’s of the Primary Beneficiaries as Alternate Beneficiaries, or to have the share of the Estate of the person that predeceases you, split among the remaining Primary Beneficiaries.

We prepared several fields for beneficiaries, not knowing how many you'll have. Once you have distributed 100% of the estate, please keep moving through the beneficiaries' pages, until you get to the next section (3. Custodian).

PRIMARY BENEFICIARY # 1

ALTERNATE BENEFICIARIES: In the event beneficiary # 1 were to predecease you, who would you like to give the percentage of the estate for said beneficiary to?

Form Section 4

PRIMARY BENEFICIARY # 2

ALTERNATE BENEFICIARIES: In the event beneficiary # 2 were to predecease you, who would you like to give the percentage of the estate for said beneficiary to?

Form Section 5

PRIMARY BENEFICIARY # 3

ALTERNATE BENEFICIARIES: In the event beneficiary # 3 were to predecease you, who would you like to give the percentage of the estate for said beneficiary to?

Form Section 6

PRIMARY BENEFICIARY # 4

ALTERNATE BENEFICIARIES: In the event beneficiary # 4 were to predecease you, who would you like to give the percentage of the estate for said beneficiary to?

Form Section 7

PRIMARY BENEFICIARY # 5

ALTERNATE BENEFICIARIES: In the event beneficiary # 5 were to predecease you, who would you like to give the percentage of the estate for said beneficiary to?

Form Section 8

PRIMARY BENEFICIARY # 6

ALTERNATE BENEFICIARIES: In the event beneficiary # 6 were to predecease you, who would you like to give the percentage of the estate for said beneficiary to?

Form Section 9

PRIMARY BENEFICIARY # 7

ALTERNATE BENEFICIARIES: In the event beneficiary # 7 were to predecease you, who would you like to give the percentage of the estate for said beneficiary to?

Form Section 10

3. Custodians

If you haven't listed beneficiaries who are minors, then skip to the next page.

DISTRIBUTIONS TO YOUNGER BENEFICIARIES – If a younger beneficiary is to receive property under

your trust, your Living Trust document gives your successor Trustee the option to

(a) manage the property for the younger beneficiary until he or she reaches the “age for outright distribution”, or

(b) distribute the property to a custodian who will manage the property under California’s Uniform Transfer to minor’s Act (UTMA).

The default age for California is 18. In the meantime, your successor Trustee manages the property for the beneficiary and may make distributions for his or her support, comfort and education.

If you want to increase the default age for outright distribution to and age older than 18, list the older age

here below (optional).

Custodian
Custodian's address
Alternate Custodian (optional)
Alternate Custodian's address (optional)
Form Section 11

4. Executor(s)

Your executor carries out your wishes after your death.

Even if have included only three spaces for this important role, you can have as many executors you like.

Please drop us a note at the end of the questionnaire if you wish to have more than three Executors.

Executor # 1
Executor # 2 (optional)
Executor # 3 (optional)
If you listed multiple executors, indicate how they should serve
If you selected a co-Executor option, do they act jointly or separately?
Form Section 12

5. Living Children

If you don't have any children, then skip to the next page.

Enter full legal name and date of birth of your living children

Name of your child, 1
Name of your child, 2
Name of your child, 3
Name of your child, 4
Name of your child, 5

6. Guardians

If you don't have any minor children, then please skip to the next page.

If at the time of your death any of your children are minors and a guardian is necessary, enter the name

of the adult you would like to nominate as guardians for your minor child(ren).

This is the person who will raise your minor children if something happens to both parents.

Guardian
Alternate Guardian (optional)
If you TWO GUARDIANS, indicate how they should serve.
Form Section 13

Contact Info, Comments

Name of the person filling out the questionnaire
All answers were provided by me and I did not receive any legal advice from the staff at The Document People