LAESQUIRE · Estate planning intake

Individual living trust — printable worksheet

818-714-1789 · shekhar@lavakil.com
Chatsworth, CA 91313

Personal information

Full legal name

Also known as

Date of birth

Social Security # (optional)

Home address

Phone

Occupation

Employer

Marital status (circle)

Guardian for minor children (name, address, phone)

2nd choice guardian

Temporary guardian

Real property (address, value, loan)

Bank & investment accounts

Retirement (401k, IRA, pension)

Life insurance

Vehicles, business, other

1st successor trustee

Relationship

2nd successor trustee

3rd successor trustee

Financial power of attorney

Healthcare agent

How should the estate pass? (outright, ages, trust, etc.)

Specific gifts

Additional notes