{"id":1709,"date":"2015-03-04T16:09:18","date_gmt":"2015-03-04T22:09:18","guid":{"rendered":"https:\/\/pollanlaw.com\/?page_id=1709"},"modified":"2015-05-20T16:18:29","modified_gmt":"2015-05-20T21:18:29","slug":"estate-planning-information-form","status":"publish","type":"page","link":"https:\/\/pollanlaw.com\/?page_id=1709","title":{"rendered":"Estate Planning Information Needed"},"content":{"rendered":"

[vc_row][vc_column width=”1\/1″][vc_column_text] <\/p>\n

ESTATE PLANNING INFORMATION NEEDED FOR REVOCABLE TRUST<\/p>\n

Please Print<\/em><\/p>\n

SECTION A. GRANTOR\u2019S PERSONAL INFORMATION<\/strong><\/p>\n

 <\/p>\n

Name of the Trust:\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _________________________________________Family Trust<\/p>\n

Home Address \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 ___________________________________________________<\/p>\n

Home phone\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _______________________________<\/p>\n

Husband Cell phone\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _______________________________<\/p>\n

Wife Cell phone \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 _______________________________<\/p>\n

Business Address\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 ___________________________________________________<\/p>\n

Business phone\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _______________________________<\/p>\n

Fax Number\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _______________________________<\/p>\n

Husband E-mail Address\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _______________________________<\/p>\n

Wife E-mail Address\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _______________________________<\/p>\n

County of Residence\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _______________________________<\/p>\n

State (if other than Texas) \u00a0 \u00a0 \u00a0 _______________________________<\/p>\n

\u00a0<\/span><\/p>\n

Husband\u2019s Information \u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/strong><\/p>\n

Name: \u00a0______________________________<\/p>\n

Wife\u2019s Information<\/strong><\/p>\n

Name \u00a0 \u00a0______________________________<\/p>\n

(as to appear on documents)<\/p>\n

Social Security Number: \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 H_______________________________ \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0W________________________________<\/p>\n

 <\/p>\n

Date of Birth:<\/p>\n

H_______________________________ \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0W________________________________<\/p>\n

 <\/p>\n

Date of Marriage:\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _______________________________<\/p>\n

 <\/p>\n

Have you executed a pre- or post-nuptial agreement?\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 ( ) yes \u00a0 \u00a0 \u00a0 \u00a0( ) no<\/p>\n

If so please provide a copy of same.<\/p>\n

If either spouse has been previously married, please furnish:<\/p>\n

Name of former Spouse(s):<\/p>\n

H 1st Wife\u00a0_____________________________<\/p>\n

H 2nd Wife_____________________________<\/p>\n

H Prior Marriage(s) terminated<\/p>\n

1. death ( ) divorce ( ) \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 2. \u00a0 \u00a0 \u00a0 death ( ) divorce ( )<\/p>\n

approximate date<\/p>\n

1. ________________________________<\/p>\n

2. ________________________________<\/p>\n

W 1st Husband _____________________________<\/p>\n

W 2nd Husband_____________________________<\/p>\n

W Prior Marriage(s) terminated<\/p>\n

1. \u00a0death ( ) divorce ( ) \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a02. \u00a0 \u00a0 \u00a0death ( ) divorce ( )<\/p>\n

approximate Date<\/p>\n

1. ________________________________<\/p>\n

2. _____________________________<\/p>\n

SECTION B.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 HEIRS or REMAINDER BENEFICIARIES OF REVOCABLE TRUST <\/strong><\/p>\n

 <\/p>\n

Children\/Heirs\/Remainder Beneficiaries of Husband:<\/strong><\/p>\n

Name ___________________________________<\/p>\n

Age ________<\/p>\n

Percentage of Estate to Receive_____________<\/p>\n

Address_________________________________________________________________________________________________<\/p>\n

 <\/p>\n

Name ___________________________________<\/p>\n

Age ________<\/p>\n

Percentage of Estate to Receive_____________<\/p>\n

Address_________________________________________________________________________________________________<\/p>\n

 <\/p>\n

Name ___________________________________<\/p>\n

Age ________<\/p>\n

Percentage of Estate to Receive_____________<\/p>\n

Address_________________________________________________________________________________________________<\/p>\n

 <\/p>\n

Name ___________________________________<\/p>\n

Age ________<\/p>\n

Percentage of Estate to Receive_____________<\/p>\n

Address_________________________________________________________________________________________________<\/p>\n

 <\/p>\n

Name ___________________________________<\/p>\n

Age ________<\/p>\n

Percentage of Estate to Receive_____________<\/p>\n

Address_________________________________________________________________________________________________<\/p>\n

 <\/p>\n

Name ___________________________________<\/p>\n

Age ________<\/p>\n

Percentage of Estate to Receive_____________<\/p>\n

Address_________________________________________________________________________________________________<\/p>\n

 <\/p>\n

Children\/Heirs\/Remainder Beneficiaries of Wife<\/strong> (Fill out only if different from Husband\u2019s Heirs\/Remainder Beneficiaries):<\/p>\n

 <\/p>\n

Name ___________________________________<\/p>\n

Age ________<\/p>\n

Percentage of Estate to Receive_____________<\/p>\n

Address_________________________________________________________________________________________________<\/p>\n

 <\/p>\n

Name ___________________________________<\/p>\n

Age ________<\/p>\n

Percentage of Estate to Receive_____________<\/p>\n

Address_________________________________________________________________________________________________<\/p>\n

 <\/p>\n

Name ___________________________________<\/p>\n

Age ________<\/p>\n

Percentage of Estate to Receive_____________<\/p>\n

Address_________________________________________________________________________________________________<\/p>\n

Name ___________________________________<\/p>\n

Age ________<\/p>\n

Percentage of Estate to Receive_____________<\/p>\n

Address_________________________________________________________________________________________________<\/p>\n

 <\/p>\n

Name ___________________________________<\/p>\n

Age ________<\/p>\n

Percentage of Estate to Receive_____________<\/p>\n

Address_________________________________________________________________________________________________<\/p>\n

 <\/p>\n

Name ___________________________________<\/p>\n

Age ________<\/p>\n

Percentage of Estate to Receive_____________<\/p>\n

Address_________________________________________________________________________________________________<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0<\/span>100%<\/strong><\/p>\n

 <\/p>\n

Do any children have special needs or disabilities\u00a0\u00a0 ( ) yes ( ) no<\/p>\n

If yes please describe:<\/p>\n

______________________________________________________________________________________________________<\/p>\n

 <\/p>\n

SECTION C.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 TRUSTEE INFORMATION FOR REVOCABLE TRUST<\/strong><\/p>\n

 <\/p>\n

    \n
  1. Successor Trustee(s),<\/span> (To serve; in order \u00a8, “jointly \u00a8):<\/li>\n<\/ol>\n

     <\/p>\n

    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 In Husband\u2019s Documents \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0<\/strong><\/p>\n

    (Typically the successor Trustees are the same in H and W documents, unless blended marriage)<\/p>\n

     <\/p>\n

    First:<\/p>\n

    Name\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 __________________________________ \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 Add.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 ____________________________________________ \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ___________________________________________________<\/p>\n

    City, State, Zip\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 __________________________________<\/p>\n

    Phone\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 __________________________________<\/p>\n

     <\/p>\n

    Second:<\/p>\n

    Name\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 __________________________________ \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 Add.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 ____________________________________________ \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0_______________________________________<\/p>\n

    City, State, Zip\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 __________________________________<\/p>\n

    Phone \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0__________________________________<\/p>\n

     <\/p>\n

     <\/p>\n

    Third:<\/p>\n

    Name\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 __________________________________ \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 Add.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 ____________________________________________\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _______________________________________<\/p>\n

    City, State, Zip\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 __________________________________<\/p>\n

    Phone \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 __________________________________<\/p>\n

    In Wife\u2019s Documents<\/p>\n

    (Typically the successor Trustees are the same in H and W documents, unless blended marriage)<\/p>\n

    First:<\/p>\n

    Name __________________________________ Add. ____________________________________________ ___________________________________________________<\/p>\n

    City, State, Zip __________________________________<\/p>\n

    Phone __________________________________<\/p>\n

    Second:<\/p>\n

    Name __________________________________ Add. ____________________________________________ _______________________________________<\/p>\n

    City, State, Zip __________________________________<\/p>\n

    Phone __________________________________<\/p>\n

    Third:<\/p>\n

    Name __________________________________ Add. ____________________________________________ _______________________________________<\/p>\n

    City, State, Zip __________________________________<\/p>\n

    Phone __________________________________<\/p>\n

     <\/p>\n

     <\/p>\n

     <\/p>\n

     <\/p>\n

      \n
    1. GRANTOR FINANCIAL INFORMATION [<\/strong>approximate values ONLY, exact figures not needed<\/em>]<\/strong><\/li>\n<\/ol>\n
        \n
      1. Life Insurance\/Annuities<\/li>\n<\/ol>\n

        ______________________________________<\/p>\n

        ______________________________________<\/p>\n

         <\/p>\n

          \n
        1. Checking\/Saving Accounts\/CD’s<\/li>\n<\/ol>\n

          ______________________________________<\/p>\n

          ______________________________________<\/p>\n

            \n
          1. Stocks, Bonds, Mutual Funds<\/li>\n<\/ol>\n

            ______________________________________<\/p>\n

            ______________________________________<\/p>\n

              \n
            1. IRA’s, Pension Plans<\/li>\n<\/ol>\n

              ______________________________________<\/p>\n

              ______________________________________<\/p>\n

                \n
              1. Real Estate<\/li>\n<\/ol>\n

                 <\/p>\n

                Residence______________________________<\/p>\n

                Other Real Estate ________________________<\/p>\n

                 <\/p>\n

                  \n
                1. Extraordinary Personal Assets ( stamp\/coin\/gun\/art collections; antiques; valuable jewelry; etc)<\/li>\n<\/ol>\n

                  ______________________________________<\/p>\n

                    \n
                  1. Other Assets (mineral interests, closely held business interests, partnerships, etc)<\/li>\n<\/ol>\n

                    ______________________________________<\/p>\n

                    ______________________________________<\/p>\n

                      \n
                    1. Expected Inheritances.<\/li>\n<\/ol>\n

                      ______________________________________<\/p>\n

                       <\/p>\n

                      Total Estate\u00a0 <\/strong>\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0____________________________<\/p>\n

                      Attach additional pages if necessary<\/p>\n

                       <\/p>\n

                      Annual Income\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 ____________\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 ____________\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 ___________________<\/p>\n

                       <\/p>\n

                      SECTION F.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 SPECIAL ESTATE PLANNING PROVISIONS<\/strong><\/p>\n

                       <\/p>\n

                      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.<\/p>\n

                       <\/p>\n

                       <\/p>\n

                      Signed this the ________day of _____________________, 201.<\/p>\n

                       <\/p>\n

                       <\/p>\n

                      ________________________________________<\/p>\n

                      Grantor<\/p>\n

                       <\/p>\n

                      ________________________________________<\/p>\n

                      Grantor<\/p>\n

                       <\/p>\n

                      COPIES OF DOCUMENTS TO BE FURNISHED<\/h2>\n

                       <\/p>\n

                        \n
                      1. All deeds and\/or deeds of trust concerning real property you have an interest in.<\/li>\n<\/ol>\n

                         <\/p>\n

                          \n
                        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.<\/li>\n<\/ol>\n

                           <\/p>\n

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

                             <\/p>\n

                            Additional Notes:<\/p>\n

                             <\/p>\n

                             [\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"

                            [vc_row][vc_column width=”1\/1″][vc_column_text]  ESTATE PLANNING INFORMATION NEEDED FOR REVOCABLE TRUST Please Print SECTION A. GRANTOR\u2019S PERSONAL INFORMATION   Name of the Trust:\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _________________________________________Family Trust Home Address \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 ___________________________________________________ Home phone\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _______________________________ Husband Cell phone\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _______________________________ Wife Cell phone \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"footnotes":""},"class_list":["post-1709","page","type-page","status-publish","hentry"],"yoast_head":"\nEstate Planning Information Needed - Pollan Law<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pollanlaw.com\/?page_id=1709\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estate Planning Information Needed - Pollan Law\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column width=”1\/1″][vc_column_text]  ESTATE PLANNING INFORMATION NEEDED FOR REVOCABLE TRUST Please Print SECTION A. GRANTOR\u2019S PERSONAL INFORMATION   Name of the Trust:\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _________________________________________Family Trust Home Address \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 ___________________________________________________ Home phone\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _______________________________ Husband Cell phone\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _______________________________ Wife Cell phone \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/pollanlaw.com\/?page_id=1709\" \/>\n<meta property=\"og:site_name\" content=\"Pollan Law\" \/>\n<meta property=\"article:modified_time\" content=\"2015-05-20T21:18:29+00:00\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/pollanlaw.com\\\/?page_id=1709\",\"url\":\"https:\\\/\\\/pollanlaw.com\\\/?page_id=1709\",\"name\":\"Estate Planning Information Needed - Pollan Law\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/pollanlaw.com\\\/#website\"},\"datePublished\":\"2015-03-04T22:09:18+00:00\",\"dateModified\":\"2015-05-20T21:18:29+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/pollanlaw.com\\\/?page_id=1709#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/pollanlaw.com\\\/?page_id=1709\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/pollanlaw.com\\\/?page_id=1709#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/pollanlaw.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Estate Planning Information Needed\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/pollanlaw.com\\\/#website\",\"url\":\"https:\\\/\\\/pollanlaw.com\\\/\",\"name\":\"Pollan Law\",\"description\":\"Dallas TX Attorney | Estate Planning and Series LLC\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/pollanlaw.com\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Estate Planning Information Needed - Pollan Law","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/pollanlaw.com\/?page_id=1709","og_locale":"en_US","og_type":"article","og_title":"Estate Planning Information Needed - Pollan Law","og_description":"[vc_row][vc_column width=”1\/1″][vc_column_text]  ESTATE PLANNING INFORMATION NEEDED FOR REVOCABLE TRUST Please Print SECTION A. GRANTOR\u2019S PERSONAL INFORMATION   Name of the Trust:\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _________________________________________Family Trust Home Address \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 ___________________________________________________ Home phone\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _______________________________ Husband Cell phone\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 _______________________________ Wife Cell phone \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 […]","og_url":"https:\/\/pollanlaw.com\/?page_id=1709","og_site_name":"Pollan Law","article_modified_time":"2015-05-20T21:18:29+00:00","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/pollanlaw.com\/?page_id=1709","url":"https:\/\/pollanlaw.com\/?page_id=1709","name":"Estate Planning Information Needed - Pollan Law","isPartOf":{"@id":"https:\/\/pollanlaw.com\/#website"},"datePublished":"2015-03-04T22:09:18+00:00","dateModified":"2015-05-20T21:18:29+00:00","breadcrumb":{"@id":"https:\/\/pollanlaw.com\/?page_id=1709#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/pollanlaw.com\/?page_id=1709"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/pollanlaw.com\/?page_id=1709#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/pollanlaw.com\/"},{"@type":"ListItem","position":2,"name":"Estate Planning Information Needed"}]},{"@type":"WebSite","@id":"https:\/\/pollanlaw.com\/#website","url":"https:\/\/pollanlaw.com\/","name":"Pollan Law","description":"Dallas TX Attorney | Estate Planning and Series LLC","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/pollanlaw.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/pollanlaw.com\/index.php?rest_route=\/wp\/v2\/pages\/1709","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pollanlaw.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/pollanlaw.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/pollanlaw.com\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/pollanlaw.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1709"}],"version-history":[{"count":8,"href":"https:\/\/pollanlaw.com\/index.php?rest_route=\/wp\/v2\/pages\/1709\/revisions"}],"predecessor-version":[{"id":3048,"href":"https:\/\/pollanlaw.com\/index.php?rest_route=\/wp\/v2\/pages\/1709\/revisions\/3048"}],"wp:attachment":[{"href":"https:\/\/pollanlaw.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1709"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}