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

Name

Email address *

Phone number

Agency name (if any)

Address

Trust portfolio will be sent to this address.

City

State

ZIP code

Application identifier

Enter Trustor 1's last name, plus the last 4 digits of their phone number. Example: Smith4567.

Password

Enter Password

Confirm Password

Is this trust for an individual or a couple?

Individual

Couple

Trustor 1

First name

Middle initial or name (optional)

Last name

Date of birth

Gender

Male

Female

Country of citizenship

Phone number

Email address

Trustor 2

First name

Middle initial or name (optional)

Last name

Date of birth

Gender

Male

Female

Country of citizenship

Phone number

Email address

Do you have a living spouse?

Yes

No

Do you have a predeceased spouse?

Yes

No

Do you have any living children?

Yes

No

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

Do you have any predeceased children?

Yes

No

Living Spouse

Full name

Date of birth

Predeceased Spouse

Full name

Date of death

Predeceased Children

Full name

Predeceased child 1

Relationship

Predeceased child 1

Date of birth

Predeceased child 1

Date of death

Predeceased child 1

Full name

Predeceased child 2

Relationship

Predeceased child 2

Date of birth

Predeceased child 2

Date of death

Predeceased child 2

Full name

Predeceased child 3

Relationship

Predeceased child 3

Date of birth

Predeceased child 3

Date of death

Predeceased child 3

If you need to list more than three predeceased children, please do so here.

Trustor(s) Address

Street address

City

State State

ZIP code

County

Statement of Understanding

S1 *

Client understands that the primary function of the Revocable Living Trust is to distribute wealth without Probate.

S2 *

Client understands that the Trust is not effective unless it is properly funded. Client is responsible for supplying the Attorney with all applicable statements, deeds, and other funding information. The Attorney will prepare new deeds and funding letters based on the information provided.

S3 *

Although an “A-B” Trust for a married couple may offer two federal estate tax exemptions for estate tax purposes following a proper “A-B” split, this Trust offers no income tax advantages.

S4 *

Client understands that this Trust is a Revocable Trust and may be amended or revoked by the Client at any time, but only by the Client. This Revocable Trust becomes irrevocable at the Client’s death or incapacity and may not be changed by anyone after that has occurred.

S5 *

This Trust is designed to be customized to the needs of the Client. The Client controls all of the rules for distribution and selects the Successor Trustees, who take over when the Client can no longer function as Trustee. For the first 60 days after the Trust is delivered, the Attorney will make any desired changes at no additional charge.

S6 *

If the Client is a married couple, the husband and wife both agree that the Attorney is representing them together and not either of them individually.

S7 *

Attorney Barbara Craig is a California Attorney and a member of the California Bar Association. Any out-of-state Client selecting Barbara Craig to prepare this Trust knows that she is only licensed in California and they are agreeing that they wish to have a California Attorney prepare their Trust.

S8 *

Client acknowledges that Barbara Craig is not providing any financial or estate planning advice for the Client. Barbara Craig is only supplying a custom Revocable Living Trust Portfolio prepared in accordance with the Clients stated wishes and funded in accordance with asset information provided by the Client. Client should consult a tax or financial professional for tax or investment advice.

S9 *

Client understands that Barbara Craig may hold a telephone consultation with the Client. The consultation may not be in person. During the consultation, the Client and the Attorney will modify the Application as necessary to meet the Client’s needs and to be in compliance with applicable laws.

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

Trustor 1 *

Trustor 2 *