TRUST

Fill out a form below if you would like our office to create a living trust

Cost of creation a Living TRUST is $2500. This price includes everything: Attorneys Fee plus all the Recording Fees.

There is no extra charges will be added.

I. Info of the Person Creating a Living Trust

First Name

Middle Name

Last Name

Social Security Number

Date Of Birth?

II. Contact Info of the Person Creating a Living Trust

Phone

Mailing Address

Street Address Line 2

City

Region/State/Province

Postal / Zip code

III. Martial Info of the Person Creating a Living Trust

Spouse’s Full Name? (If applicable)

Spouse’s Date of Birth?

If YES, list their Names, Dates Of Birth, and current Addresses:

IV. Executor and Trustee Information

*PRIMARY TRUSTEE: (Name, Contact Information)

Note: TRUSTEE - The person responsible for managing the trust according to your wishes. They ensure your assets are distributed as specified in the TRUST.

ALTERNATE TRUSTEE: (Name, Contact Information)

Note: ALTERNATE TRUSTEE - A backup Trustee who steps in if the primary trustee is unable to fulfill their duties.

* EXECUTOR OF WILL: (Name, Contact Information)

Executor: The person responsible for carrying out the instructions in your will, such as distributing your assets and settling debts.

ALTERNATE EXECUTOR OF WILL: (Name, Contact Information)

Alternate Executor: A backup executor who takes over if the primary executor cannot perform their duties.

V. Primary Beneficiaries:

Full Name:

Relationship:

Percentage of Estate/Specific Assets:

Contact Information:

Note: Beneficiary - The person or entity who will receive the assets from your trust or will.

VI. Alternate Beneficiaries:

Full Name:

Relationship:

Percentage of Estate/Specific Assets:

Contact Information:

Note: Alternate Beneficiary - A person or entity that will receive assets if the primary beneficiary cannot.

VII. Special Bequests:

Item/Asset Description:

Beneficiary Name:

Relationship:

Contact Information:

Note: Special Bequests - Specific items or assets you wish to leave to particular individuals or organizations.

VIII. Asset Information:

Street Address

Street Address Line 2

City

Region/State/Province

Postal / Zip code

Market Value:

Mortgage Details:

Ownership (Joint, Single):

If you own more than one property, please list ALL the addresses, market values, mortgage details, and ownership information here:

IX. Bank Accounts:

Bank Name:

Account Type (Checking, Savings):

Account Number:

Balance:

Joint Account Holder (if any):

If you have more than one Bank Account, please list ALL Bank Accounts here:

X. Investment Accounts:

Institution Name:

Account Type (Brokerage, Retirement):

Account Number:

Current Value:

If you have more than one Investment Account, please list ALL Investments Accounts here:

Note: Investment Accounts: Accounts where you hold stocks, bonds, or retirement savings.

IX. Attachments

Upload a copy of the WILL (if you have):

Upload File

Upload a copy of the LIVING TRUST (if you have):

Upload File

Upload other documents related to your case (optional)

Upload File

If you have more documents please send them as attachments to this email:

info@ForeclosureLawExperts.com

PROBATE & INHERITANCE DISPUTES

Lawyer in Los Angeles

(310) 800-8870

Free consultation Available 24/7 🇺🇸 🇪🇸

TRUST