Trust Information Form

Referred by

Name of Trust (Example: John J. and Jane J. Doe Family)
The Trust

Trustors (Grantors of the trust)

Trustor #1 (First M. Last)
He She
Phone

Email

Trustor #2 (First M. Last)
He She
Phone

Email

Address    Own Rent

City

State

Zip

Notes (addresses of other real estate owned, etc.)

Trustees (often children, siblings, parents, friends)

Trustee #1 (First M. Last)
He She
Phone

Email

Address

City

State

ZIp

Trustee #2 (First M. Last)
He She
Phone

Email

Address

City

State

Zip

Comments (Co-Trustees, Succession Order, Tiebreakers, etc.)

Other Agents (Guardians, Medical Reps, Power of Attorney, etc.)

Beneficiaries (Family members, individuals, charities,schools, etc.)

Distribution Notes (If not equal shares or specific terms, times, gifts, etc.)

Sub-Trusts (Separate Property, Special Needs, Pets)