Revocable Living Trust Application w/registration

Part 1 - Client Information

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Important Note

Information entered in this form will not be saved until the "Submit Application" or "Update" button at the bottom of Part 5 is clicked. Partial applications may be saved and revised later. To get to Part 5, click the "Next" button at the bottom of each page until you reach Part 5, or click the "5" icon in the navigation bar at the top of any page.

Trust Application Contact Person

Trust portfolio will be sent to this address.
Enter Trustor 1's last name, plus the last 4 digits of their phone number. Example: Smith4567.
Enter Password
Confirm Password

Trustor 1

Trustor 2

The information for living children will be entered in Part 2 of the application.

Living Spouse

Predeceased Spouse

Predeceased Children

Predeceased child 1
Predeceased child 1
Predeceased child 1
Predeceased child 1
Predeceased child 2
Predeceased child 2
Predeceased child 2
Predeceased child 2
Predeceased child 3
Predeceased child 3
Predeceased child 3
Predeceased child 3

Trustor(s) Address

Statement of Understanding

By entering my name in the space(s) below, I acknowledge that I understand and agree with each statement listed above.