Trust & Estate Planning Questionnaire - Vinh Doan Law Office - Trusts, Estates, Tax, and Legal Services

Trust and Estate Planning Questionnaire

This questionnaire will serve as the foundation for your Trust and Estate Planning documents. This is a working document that will be revised to meet your requirements.

A typical Living Trust includes:

Revocable Living Trust
Certification of Trust
Individual Bequest Sheet
Pour-Over Wills
Advanced Health Care Directives
HIPAA Medical Information Releases
Children Guardianship
Dementia and End of Life Planning
Funding Documents (Grant Deed Transfers, PCOR)
Summary

CLIENT INFORMATION

Strictly Confidential

What name would you like to give to your Living Trust? *

How would you like to establish your Trust? *

Are you a "Registered Domestic Partner"? *

YesNo

Are you legally married under state law? *

YesNo

How each should be referenced? *

If Other: *

Do you have Legal Insurance? *

YesNo

if Yes, Case # *

Home Address *

City *

State *

Zip *

County *

CLIENT INFORMATION

Strictly Confidential

Husband's Information

Legal Name *

Date of Birth *

Other Name Used

Employment

US Citizen *

YesNo

If no, what country? *

Email Address *

Cell Phone *

Prior Marriage *

YesNo

If Yes, Name of Prior Spouse? *

How Marriage Terminated? *

Date of Termination?

Children from Prior Marriage?

YesNo

Children Names *

Son or Daughter *

DOB *

Wife's Information

Legal Name *

Date of Birth *

Other Name Used

Employment

US Citizen *

YesNo

If no, what country? *

Email Address *

Cell Phone *

Prior Marriage *

YesNo

If Yes, Name of Prior Spouse? *

How Marriage Terminated? *

Date of Termination?

Children from Prior Marriage?

YesNo

Children Names *

Son or Daughter *

DOB *

Do you have any Children? *

Children from Current Marriage? *

YesNo

Children Names *

Son or Daughter *

DOB *

Do you have any children under 18 years of age?

YesNo

SUCCESSOR TRUSTEES, POA, AHCD

Strictly Confidential

The name, address, and phone number of the person(s) that you want to be the decision maker concerning your estate upon your death.

Will Trustees get paid for helping you? *

YesNo

Trustees to Serve *

If as Co-Trustees, will all must sign? *

YesNo

Names *

Address *

Relationship *

Phone # *

GUARDIANSHIP

The name, address, and phone number of the person(s) that you want to raise a child that is under 18, if both spouses were to pass away:

Names *

Address *

Relationship *

Phone # *

POWER OF ATTORNEY - FINANCIALS

The name, address, and phone number of the person(s) other than the surviving spouse that you want to make any financial decisions on your behalf:

Same as Trustees? *

YesNo

Names *

Address *

Relationship *

Phone # *

HEALTH CARE DIRECTIVE

The name, address, and phone number of the person(s) that you want to make any major medical decisions on your behalf:

Same as Trustees? *

YesNo

Names *

Address *

Relationship *

Phone # *

ORAL FEEDING IN THE EVENT OF DEMENTIA

This option to prepare a voluntary Advance Directive for Oral Feeding and Fluids in the event of dementia.

Choose which best states your desire:

Husband - Choose which best states your desire:

Wife - Choose which best states your desire:

BENEFICIARIES

Strictly Confidential

BENEFICIARIES

In general, state how you want your estate distributed among your beneficiaries after your death?

Name *

Address *

Relationship *

Phone # *

% *

CONTINGENT BENEFICIARIES

State Contingent Beneficiaries in case your Primary Beneficiaries cannot inherit the inheritance upon your dealth.

Would you like to add a Contingent Beneficiary? *

YesNo

Name *

Address *

Relationship *

Phone # *

% *

If your Beneficiary is a minor. What age would you like your Beneficiary to get the inheritance? *

CONCERNS

State any specific concerns (not already mentioned) that you have regarding the distribution of your estate:

ADDITIONAL QUESTIONS

Strictly Confidential

Any deceased children?

YesNo

If Yes, name:

If Yes, survived by issue?

Any adopted children?

YesNo

If Yes, name:

Do any of your beneficiaries have a learning disability, special educational, medical or physical needs?

YesNo

Do you have any relatives (other than children) who depend on you for all or part of their support?

YesNo

Do you think any of your beneficiaries have special problems with spouses, drugs, alcohol or handling money?

YesNo

Do you wish to disinherit any of your children, grandchildren or any other close relative?

YesNo

Do you have an existing Marital Property Agreement?

YesNo

Do you expect to inherit substantial assets ($100,000 +)?

YesNo

Do you have existing Wills?

YesNo

Do you have any existing trusts (either revocable or irrevocable)?

YesNo

Have you ever filed a Federal Gift Tax Return?

YesNo

Do you want assets passing to your beneficiaries to be held in trust until a specific age or ages?

YesNo

If yes, what age?

If a named beneficiary dies before you, do you want the assets to go to that beneficiary's issue?

YesNo

END-OF-LIFE DECISIONS

Strictly Confidential

BURIAL WISHES

Husband:

At my death, I wish to be: *

I have already made arrangements at:

If cremation, I would like my ashes disposed as follows:

If buried, I would like my remains interred as follows:

Wife:

At my death, I wish to be: *

I have already made arrangements at:

If cremation, I would like my ashes disposed as follows:

If buried, I would like my remains interred as follows:

Trust and Estate Planning Questionnaire

A typical Living Trust includes:

CLIENT INFORMATION

Strictly Confidential

CLIENT INFORMATION

Strictly Confidential

Husband's Information

Wife's Information

SUCCESSOR TRUSTEES, POA, AHCD

Strictly Confidential

GUARDIANSHIP

POWER OF ATTORNEY - FINANCIALS

HEALTH CARE DIRECTIVE

ORAL FEEDING IN THE EVENT OF DEMENTIA

BENEFICIARIES

Strictly Confidential

BENEFICIARIES

CONTINGENT BENEFICIARIES

CONCERNS

ADDITIONAL QUESTIONS

Strictly Confidential

END-OF-LIFE DECISIONS

Strictly Confidential

END-OF-LIFE DECISIONS

Husband:

Wife:

BURIAL WISHES

Husband:

Wife:

ASSETS TO BE TRANSFER INTO TRUST

Strictly Confidential

TYPES OF ASSETS: