We try to make it easy to get
started with your living trust. All you need to do
is fill out this simple questionnaire.
Everything we need for your
initial consultation can be found on this Mini -
Worksheet.
Print the completed Mini -
Worksheet and fax it to my office for a free
initial consultation. (Fax# -
818-244-9996)
We will send you a Living Trust
DVD in preparation for the initial consultation.
LIVING TRUST
MINI - WORKSHEET
BASIC
ESTATE PLANNING INFORMATION:
Name:
Spouse's Name:
Do you own your own home?
Yes
No
Do you own other real estate?
Yes
No
CURRENT MARKET VALUE OF HOME AND ANY OTHER REAL ESTATE:
$
YOUR CHOICES FOR SUCCESSOR TRUSTEES:
These are the people you would trust to
distribute your assets to the people you would want them
to go to.
Your best choices are: parents,
brothers, sisters, responsible adult children, and other
friends and relatives. Just try to pick the people
who would be the best choices.
1.
2.
3.
4.
Law Offices of William G. Wais
100 W. Broadway, Suite 900, Glendale, California 91210
