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Estate Planning
Living Trust
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Family
Family Limited Partnership Form
First Name
*
Last Name
*
SSI#
Street Address
Home Phone
Work Phone
Fax
Email Address
Business / Profession
Age
Marital Status
Single
Married
Divorced
Number of children
How many years married
Spouse Name
Spouse Age
Names of children & age
Names of children & age
Names of children & age
Names of children & age
If you were to die today, to whom would you leave your estate?
What would be the percentage (%) distribution? (add additional pages if necessary)
Do you have an existing living trust?
Name of trust & date established
Name and address of trustee(s)
Are you presently establishing a new living trust?
Are you presently in litigation?
Yes
No
Name chosen for your living trust
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FOR MORE INFORMATION PLEASE CONTACT
ASSET PROTECTION, INC.
949-375-4662
