Pioneers in Internet Technology for your legal needs!
Living
Trust and Pour Over Will
Simply
complete this form and submit it.
This package includes a
Living Trust and Pour Over Will. The living trust provides a means
for you to avoid probate and sets forth provisions for the administration
of the trust during your lifetime and after your death. The Pour
Over Will leaves everything to the trust that you did not convey to the
trust during your lifetime. You will also receive instructions for
administration of the trust.
Confirm
County:
Your Name:
Address:
City:
State:
Zip:
Phone:
Fax:
Your E-Mail:
Date of
Birth:
U.S. Citizen?
Yes No
Other Names:
Gender:
Male
Female
Name of
Spouse:
Provide the Full name of your spouse,
if married.
Spouse date of birth:
v
Children and Date of Birth
Child One:
Child Two:
Child Three:
Child Four:
m
Property to Trust
Complete this section to provide a brief
description of any personal or real property that you know know will be
conveyed to the trust.
Description of Property:
Description of Property:
Description of Property:
Description of Property:
Description of Property:
Description of Property:
Description of Property:
Description of Property:
Description of Property:
Description of Property:
a
Living Trust General Information
Trustee(s):
The living trust names the Trustors
of the trust as initial trustees. If you are married, you and your
spouse will be the trustees and trustors of the trust. If you desire
to have some person act as initial Trustee other than yourself, please
provide the name here:
Alternate
Trustee:
Name a person here to serve as successor
trustee (required). This person can be one of your adult children.
Distributions:
The trust provides for distributions
as you decide during your lifetime. At your death, if you are married,
the trust would remain in effect for your spouse. After the death
of both spouses the property would go to your children. That portion left
to your minor children would be left in trust until the an age you specify
below.
If you have no children, please
state who is to receive the property contained in the trust at your death,
or the death of you and your spouse, if you are married.
Trustee
terminate:
The trust is established to provide
that your trustee will manage your estate and make distributions to your
children based upon their needs until the children reach a certain age.
This blank is for the age of your children at which your trustee will distribute
the assets of the trust to your children outright. i.e. 21, 24, etc.
You decide the age at which you feel your children should be given your
estate.
k
Executor - Personal Representative
Executor:
This is the person who will probate
your pour over will. This can be your spouse.
Alternate Executor:
This person will be in charge of
your estate if the first person you named cannot
serve.
h
Guardian
Guardian for Minor Children:
Complete if you have minor children.
Your guardian will be in charge of your children if a guardian is needed.
k
Form Delivery Instructions
In what format?
Other Provisions desired, if
any:
Adams & Edens offers quality legal services through your home or office computer.
