T&WO Trusts Intake Form – Gold | Trusts and Wills Online

Set Up a Trust

Your Name*
First Last
Are you married?*
- Yes
- No
Spouse's Name*
First Last
Email*
Phone*
Address*
Street Address City State ZIP Code
Do you own or rent?*
- Own
- Rent
How many children do you have?*
1st Child's Name*
First Last
Age*
2nd Child's Name*
First Last
Age*
3rd Child's Name*
First Last
Age*
4th Child's Name*
First Last
Age*
5th Child's Name*
First Last
Age*
6th Child's Name*
First Last
Age*
7th Child's Name*
First Last
Age*
8th Child's Name*
First Last
Age*
9th Child's Name*
First Last
Age*
10th Child's Name*
First Last
Age*
Who would be the guardian if both parents are deceased?
Guardian's Name
First Last
Backup Guardian's Name
First Last
Is there a child with special needs or that is on Medi-Cal or SSI?*
- Yes
- No
Please specify any specific gifts you want to give people and write their full name next to the item
How would you like to distribute the estate? Please specify a % or fraction and the full name of the person the portion will be distributed to.*
Who would be in charge of finances for if you became incapacitated or deceased?
Name
First Last
Backup Person's Name
First Last
Who would be in charge of health choices if you became incapacitated or deceased?
Name
First Last
Backup Person's Name
First Last
Do you own other parcels of real property other than your primary residence?*
- Yes
- No
Please list the addresses of your properties.*
Trust
Price:
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Special Instructions*
Please indicate any special instructions or information we should know. For example, step-children, adopted children, distribution to John Doe as follows: 50% at age 21 and 50% at age 25.
Consent*
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Set Up a Trust

Who would be the guardian if both parents are deceased?

Who would be in charge of finances for if you became incapacitated or deceased?

Who would be in charge of health choices if you became incapacitated or deceased?

357 Cliffwood Park St. Suite B, Brea CA 92821

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