LAESQUIRE · Estate planning intake

Married couple living trust — printable worksheet

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

Spouse / partner 1

Full legal name

Date of birth

Home address

Phone

Full legal name

Date of birth

Address (if different)

Phone

Real estate

Accounts & investments

Retirement & insurance

Trustees after both of you (names, phones)

Financial agent / healthcare agent

How should the trust estate pass? Special needs? Substance concerns?

Additional notes