Trust form - || HerTrust ||

Step 1 of 11

Congratulations on your first step towards completing your estate plan!

Please tell us who is this trust being created for?

First Name

First

Middle Name

Middle

Last Name

Last

Password

Enter Password Confirm Password

Address

City State ZIP Code

Are you a U.S. Citizen?

YES

Are You Married?

YES

What is your spouse’s name?

Spouse’s first name

First

Spouse’s Middle name

Middle nm

Spouse’s last name

Last nm

Is your spouse a U.S. citizen?

YES

Do You Have Any Children?

YES

How many children?

One Child

Two or More

What is your child’s name?

Is this a child of this marriage?

Yes

When is their birthday?

First child birthday month

First child birthday date

First child birth year

What is your child’s name?

Is this a child of this marriage ?

Yes

When is their birthday?

Is Any Person Intentionally Excluded As A Beneficiary Of This Living Trust?

Is Any Person Or Organization Intentionally Excluded As A Beneficiary Of This Living Trust?

YES

Who Is Intentionally Excluded As Beneficiary Of This Trust?

Name of Individual Organization

Would you like to provide for any future children in this Trust?
Select “Yes” if you are planning to have more biological children or planning to adopt after you sign this Trust.

Would you like to provide for any future children in this Trust?

YES

Do your children need guardians? (If your child(ren) are under 18, please select yes.)

Yes

Who would you like to name as your FIRST LONG TERM GUARDIAN? This is the person/couple who you would wish to raise and love your children the way that you do.

First long term gurdian first name

First

First long term gurdian last name

Last

Relationship with first long term gurdian

Address of first long term gurdian

Street Address Address Line 2 City State ZIP Code

First long term gurdian phone number

Who would you like to name as your first choice as your child’s guardian?

First successor long term gurdian first name

First

First Successor long term gurdain last name

Last

Relationship with first successor long term

Address of first time successor long term gurdian

Street Address Address Line 2 City State ZIP Code

First successor long term gurdian phone number

Who would you like to list as your second choice as guardian?

Second successor long term gurdian first name

First

Second successor long term gurdian last name

Last Name

Relationship with Second successor long term gurdian

Address of second successor long term gurdian

Address Line 1 Address Line 2 City State Zipcode

Second successor long term gurdian phone number

If you would like to list additional successor guardians, you can do so in this section:

Who will Serve as Trustee of This Trust?
This person is someone you can rely on to carry out the terms of your trust, including managing your assets and making distributions to your beneficiaries.

Who will Serve as Trustee of This Trust?

SOLE TRUSTEE

CO-TRUSTEES

Who is the Trustee?

Trustee's first name

First

Trustee's last name

Last

Trustee's address

Street Address Address Line 2 City State ZIP Code

Who will serve as successor Trustee if the initial Trustee can no longer serve?

Second trustee first name

First

Second trustee last name

Last

Second trustee address

City State

After your death, will there be a specific distribution (a cash amount or percentage of your estate) to be given to anyone before the estate is distributed to your named beneficiaries?

After your death, will there be a specific distribution from your Trust Assets before your estate is distributed to your beneficiaries?

YES

What is the specific distribution you would like to make? This can be in the form of cash or property?

what is the specific distribution you would like to make? This can be in the form of cash or property.

How do you want your assets to be distributed to your beneficiaries? Please list percentage of cash value amount (i.e.) I leave 20% of my estate to my aunt, Mary Smith or I leave $5000 to my brother Joseph Smith.

Who are your beneficiaries? A beneficiary is the person or persons who will receive the trust property.

First Name

Last Name

City

State

Is this beneficiary under 18?

YES

Do you want your final taxes and debts to be paid from your Revocable Living Trust?

YES

Do you want your funeral costs and other financial expenses to be paid out of your Living Trust?

YES

OTHER FIDUCIARIES
If you were incapacitated for any period of time, who would you want to make decisions for you with regard to your FINANCIAL affairs?

Financial decisions maker first name

First

Financial decisions maker last name

Last

Financial decision maker Address

Street Address Address Line 2 City State ZIP Code

Who would be your second choice?

Financial decision maker second choice first name

First

Financial decision maker second choice last name

Last

Address of financialdecision maker second choice

Address line 1 Address line 2 City State ZIP Code

Who would be your third choice?

Financial decision maker third choice first name

First

Financial decision maker third choice last name

Last

Address of financial decision maker third choice

Street Address Address Line 2 City State ZIP Code

If you were incapacitated for any period of time, who would you want to make decisions for you with regard to your HEALTHCARE?

First Health care decision maker first name

First

First Health care decision maker last name

Last

Relation with First Health care decision maker

First Health care decision maker Phone number

Address of First Health care decision maker

Street Address Address Line 2 City State ZIP Code

Who would be your second choice?

Second Health care decision maker first name

First

Second Health care decision maker last name

Last

Second Health care decision maker relation

Second Health care decision maker phone number

Address of second Health care decision maker

Street Address Address Line 2 City State ZIP Code

Who would be your third choice?

Third Health care decision maker first name

First

Third Health care decision maker last name

Last

Address of third Health care decision maker

Street Address Address Line 2 City State ZIP Code

Do you want to provide that the moment of your death not be unnecessarily prolonged by artificial means or measures?

YES

UNSURE

Do you want to provide that your organs and tissues should be made available for transplant purposes?

YES

UNSURE

Select your plan

Trust Plan – Single

Trust Plan – Single (Three monthly installments)

Trust Plan – Joint

Trust Plan – Joint (Three monthly installments)

Total

Your card will be charged on the first of each month with the installment plan.

Card Details

Cardholder Name

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Trust Form Questionnaire