Trust Agreement | The Legal Task

Type your full legal name? State your full legal name as it appears on other formal documents, such as real estate deeds or bank accounts. At a minimum, include first name, middle initial, and last name. If you also use another name, the second name should also be listed. List the name used most often first, followed by "also known as" or "aka" and the name used less often.

Are you at least eighteen (18) years of age?

Yes No

Are you currently of SOUND MIND and FREE OF MENTAL ILLNESS?

Yes No

What is your Email Address?

Are you married?

Yes No

What is the legal name of your spouse?

This document will leave all of your property which is not defined within a specific bequest to your Spouse

How many children do you have?

None One or More

Enter all of the names of your living children whether natural or adopted.

Full Name

Age

Are any of your children under the age of 18?

Answering "yes" to this question means that the program will include a provision for you to nominate 2 possible guardians for your children in your Will. If you have children that have not reached the legal age of majority (18 in most states), a guardian or conservator will be appointed by the court upon your death if the other natural parent or no other legal guardian is then living. Nomination of your preferred guardians in your Will is persuasive, but does mean the court must appoint any of your choices.
Yes No

Enter the name of your first choice to act as guardian or conservator of your minor children. Include the person's first name, middle initial, and last name.

The person you select should be someone you trust to be responsible for the personal well-being of your minor children and to handle any of the minor children's financial affairs not handled through the Living Trust. If you are married to the other parent (natural or adopted) of each of your children, it is not necessary to name that other parent here. That other parent would likely be the sole legal guardian of your surviving children. Appointment of a guardian would most often be necessary only if both parents are deceased. If you are not married to the other parent of your child or are widowed, you may want to designate your current spouse as your preferred guardian for your children. The person selected may be the same person as the Trustee or Personal Representative. Some people, however, prefer that the person responsible for the children not be the same person handling the child's finances under the trust. While the decision concerning a guardian or conservator is an important one, the person named in the Will is only the person you request the probate court to appoint. If the probate court does not believe the person selected is the appropriate person to act as guardian or conservator, or if the person selected decides that he or she does not want to act, the probate court will appoint another person. It is very important that you notify everyone you name as one of your guardian choices, and that you make sure all of the people you have chosen are both able and willing to act.

Enter the name of your second choice to act as guardian or conservator. If you do not wish to name a second choice, type "none.

What is your gender?

Male Female

Type your complete residential address.

Select the COUNTY in which you presently reside?

Enter today's date.

Do you wish to name more than one person as beneficiary of your estate?

Yes No

Enter the name, address, and telephone number of the person who is your first choice for successor trustee. A successor trustee is the person you designate to administer, manage, control, and settle your trust after you die (or become incapacitated). For example, if during your lifetime, you become physically incapable of handling your affairs, your successor trustee becomes responsible for all such matters.

Enter the name, address, and telephone number of the person who is your second choice for trustee. If you do not wish to name a second choice, type: "none".

Do you own real property? There are 2 types of property: (1) Real Property; and (2) Personal Property. Real Property refers to land and things permanently attached to the land. Personal property generally refers to everything else (i.e., the items which are movable and not a part of the land). For example, your house (and the land on which its built) is considered Real Property; your car, bank account, and computer are items of Personal Property.

Yes No

Do you own any automobiles?

Yes No

Do you wish to transfer bank accounts, insurance policies, and/or stock certificates to your trust?

Yes No

Create a Trust Agreement

Are you at least eighteen (18) years of age?

STOP! Unfortunately, pursuant to California law, you must be at least 18 years of age, at the time you prepare/execute your estate planning documents.

Are you currently of SOUND MIND and FREE OF MENTAL ILLNESS?

STOP! Pursuant to California law, you must be of sound mind and free of mental illness at the time you prepare/execute your estate planning documents.

What is your Email Address?

Are you married?

What is the legal name of your spouse?

How many children do you have?

Enter all of the names of your living children whether natural or adopted.

Full Name

Age

Are any of your children under the age of 18?

Enter the name of your first choice to act as guardian or conservator of your minor children. Include the person's first name, middle initial, and last name.

Enter the name of your second choice to act as guardian or conservator. If you do not wish to name a second choice, type "none.

What is your gender?

Type your complete residential address.

Select the COUNTY in which you presently reside?

Enter today's date.

Do you wish to name more than one person as beneficiary of your estate?

Name

Address

Percentage

Enter the name, address, and telephone number of the person who is your second choice for trustee. If you do not wish to name a second choice, type: "none".

Address

City

State

ZipCode

Do you own any automobiles?

State the year

Make

Model

Current license plate for each automobile

Do you wish to transfer bank accounts, insurance policies, and/or stock certificates to your trust?

Bank Accounts: Account number(s)

Name of Insurance Company

Policy number

Brokerage Accounts (Stocks): Account number(s)

Card Holder name

Credit Card Number

Expiration Date

Card Security Code

Total Cost:$89.95

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