No Sidebar

This template supports the unlimited sidebar's widgets.
For adding widgets to Extra Panel sidebar Click Here

[email protected]   phone (972) 705 9400   fax 866-532-7530

Estate Planning Information Needed

 

ESTATE PLANNING INFORMATION NEEDED FOR REVOCABLE TRUST

Please Print

SECTION A. GRANTOR’S PERSONAL INFORMATION

 

Name of the Trust:               _________________________________________Family Trust

Home Address                                     ___________________________________________________

Home phone                          _______________________________

Husband Cell phone              _______________________________

Wife Cell phone                       _______________________________

Business Address                        ___________________________________________________

Business phone                                    _______________________________

Fax Number                                    _______________________________

Husband E-mail Address            _______________________________

Wife E-mail Address                        _______________________________

County of Residence                  _______________________________

State (if other than Texas)       _______________________________

 

Husband’s Information                 

Name:  ______________________________

Wife’s Information

Name    ______________________________

(as to appear on documents)

Social Security Number:                       H_______________________________            W________________________________

 

Date of Birth:

H_______________________________            W________________________________

 

Date of Marriage:                     _______________________________

 

Have you executed a pre- or post-nuptial agreement?            ( ) yes        ( ) no

If so please provide a copy of same.

If either spouse has been previously married, please furnish:

Name of former Spouse(s):

H 1st Wife _____________________________

H 2nd Wife_____________________________

H Prior Marriage(s) terminated

1. death ( ) divorce ( )                         2.       death ( ) divorce ( )

approximate date

1. ________________________________

2. ________________________________

W 1st Husband _____________________________

W 2nd Husband_____________________________

W Prior Marriage(s) terminated

1.  death ( ) divorce ( )                          2.      death ( ) divorce ( )

approximate Date

1. ________________________________

2. _____________________________

SECTION B.            HEIRS or REMAINDER BENEFICIARIES OF REVOCABLE TRUST

 

Children/Heirs/Remainder Beneficiaries of Husband:

Name ___________________________________

Age ________

Percentage of Estate to Receive_____________

Address_________________________________________________________________________________________________

 

Name ___________________________________

Age ________

Percentage of Estate to Receive_____________

Address_________________________________________________________________________________________________

 

Name ___________________________________

Age ________

Percentage of Estate to Receive_____________

Address_________________________________________________________________________________________________

 

Name ___________________________________

Age ________

Percentage of Estate to Receive_____________

Address_________________________________________________________________________________________________

 

Name ___________________________________

Age ________

Percentage of Estate to Receive_____________

Address_________________________________________________________________________________________________

 

Name ___________________________________

Age ________

Percentage of Estate to Receive_____________

Address_________________________________________________________________________________________________

 

Children/Heirs/Remainder Beneficiaries of Wife (Fill out only if different from Husband’s Heirs/Remainder Beneficiaries):

 

Name ___________________________________

Age ________

Percentage of Estate to Receive_____________

Address_________________________________________________________________________________________________

 

Name ___________________________________

Age ________

Percentage of Estate to Receive_____________

Address_________________________________________________________________________________________________

 

Name ___________________________________

Age ________

Percentage of Estate to Receive_____________

Address_________________________________________________________________________________________________

Name ___________________________________

Age ________

Percentage of Estate to Receive_____________

Address_________________________________________________________________________________________________

 

Name ___________________________________

Age ________

Percentage of Estate to Receive_____________

Address_________________________________________________________________________________________________

 

Name ___________________________________

Age ________

Percentage of Estate to Receive_____________

Address_________________________________________________________________________________________________

                                                                                                                                                100%

 

Do any children have special needs or disabilities   ( ) yes ( ) no

If yes please describe:

______________________________________________________________________________________________________

 

SECTION C.            TRUSTEE INFORMATION FOR REVOCABLE TRUST

 

  1. Successor Trustee(s), (To serve; in order ¨, “jointly ¨):

 

                        In Husband’s Documents                           

(Typically the successor Trustees are the same in H and W documents, unless blended marriage)

 

First:

Name            __________________________________                        Add.            ____________________________________________                     ___________________________________________________

City, State, Zip            __________________________________

Phone            __________________________________

 

Second:

Name            __________________________________                        Add.            ____________________________________________                                  _______________________________________

City, State, Zip            __________________________________

Phone                            __________________________________

 

 

Third:

Name            __________________________________                        Add.            ____________________________________________            _______________________________________

City, State, Zip            __________________________________

Phone                           __________________________________

In Wife’s Documents

(Typically the successor Trustees are the same in H and W documents, unless blended marriage)

First:

Name __________________________________ Add. ____________________________________________ ___________________________________________________

City, State, Zip __________________________________

Phone __________________________________

Second:

Name __________________________________ Add. ____________________________________________ _______________________________________

City, State, Zip __________________________________

Phone __________________________________

Third:

Name __________________________________ Add. ____________________________________________ _______________________________________

City, State, Zip __________________________________

Phone __________________________________

 

 

 

 

  1. GRANTOR FINANCIAL INFORMATION [approximate values ONLY, exact figures not needed]
  1. Life Insurance/Annuities

______________________________________

______________________________________

 

  1. Checking/Saving Accounts/CD’s

______________________________________

______________________________________

  1. Stocks, Bonds, Mutual Funds

______________________________________

______________________________________

  1. IRA’s, Pension Plans

______________________________________

______________________________________

  1. Real Estate

 

Residence______________________________

Other Real Estate ________________________

 

  1. Extraordinary Personal Assets ( stamp/coin/gun/art collections; antiques; valuable jewelry; etc)

______________________________________

  1. Other Assets (mineral interests, closely held business interests, partnerships, etc)

______________________________________

______________________________________

  1. Expected Inheritances.

______________________________________

 

Total Estate             ____________________________

Attach additional pages if necessary

 

Annual Income                                                            ____________            ____________            ___________________

 

SECTION F.            SPECIAL ESTATE PLANNING PROVISIONS

 

Describe any special estate planning provisions (specific bequests, etc.) concerning how you want your estate disposed of at the time of your death. Designate contingent beneficiary, if a named beneficiary should not survive you and leave no children of their own. Attach additional pages if necessary.

 

 

Signed this the ________day of _____________________, 201.

 

 

________________________________________

Grantor

 

________________________________________

Grantor

 

COPIES OF DOCUMENTS TO BE FURNISHED

 

  1. All deeds and/or deeds of trust concerning real property you have an interest in.

 

  1. Any contract that limits your ability to transfer assets; such as a Buy-Sell Agreement concerning an interest in a closely held corporation or a partnership agreement that contains any restrictions on transferability.

 

  1. Copies of any trusts (for Husband/Wife or children), charitable trusts, partnership agreements, wills or any other existing estate planning document or entity.

 

Additional Notes: