Online Living Trust Consultation Form
Note: Although it may be your desire to transfer most/all of your
assets via a Trust, there may be some items that will not be able to go into trust, and therefore will
require a "pour-over" Will. Therefore, we will also need you to fill-out the Wills Consultation
Form after sending this form to us.
Trust property may include:
- House(s) and other real estate (street address will suffice
in describing)
- Jewelry, antiques, furs and valuable furniture
- Computer, camera, electronic equipment, tools, and other appliances
- Cash accounts (e.g., COD’s, Checking, Savings, etc.)
- Securities (e.g., Bonds, Commodities, Mutual Funds, Stocks, U.S. bills/notes/bonds,
etc.)
- Stock in a closely held corporation
- Small business interests
- Patents and copyrights
- Precious metals
- Valuable works of art
- Valuable collections of stamps, coins or other objects
Trust Property should NOT include:
- Automobiles - vehicles are too cumbersome and confusing for Insurance Companies to
deal with in a trust (in addition, you will likely purchase and sell several different vehicles before
you die).
- Retirement accounts, like 401(k)’s and IRA’s - instead of using a trust
to pass these paper assets to your beneficiaries, you should utilize Pay-on-Death/Tranfer-on-Death directives
available for these types of accounts, instead.
Before listing the assets you would like to put into your
Living Trust, please read these instructions on how to classify each asset as you list them:
- Describe each item (include where located);
- Indicate who owns it (husband, wife or both);
- Designate whether or not the item has a title document (e.g., recorded deed, pink
slip, etc.), and if so, classify the type of ownership written on the title form (e.g., Joint Tenancy,
Tenancy in Common, etc.).
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