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YOU'RE ONLY 4 EASY STEPS FROM GETTING YOUR CUSTOMIZED TRUST AGREEMENT
Fill in the required information in the table below.
Pay for the document using your credit card.
Print your trust agreement and sign it in front of two witnesses and a notary public.
Breathe a sigh of relief, you have your trust in writing!
Are you married?
Yes
No
Please enter your full name:
Please enter the husband's full name:
Please enter the wife's full name:
Enter the city where you live:
In which state do you live?
Select a State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Do you have living children?
Yes
No
How many living children do you have?
1
2
3
4
5
6
7
8
9
10
Enter the full name of your first child:
Enter the full name of your second child:
Enter the full name of your third child:
Enter the full name of your fourth child:
Enter the full name of your fifth child:
Enter the full name of your sixth child:
Enter the full name of your seventh child:
Enter the full name of your eighth child:
Enter the full name of your ninth child:
Enter the full name of your tenth child:
Click here when you are finished entering your children's names
Once you are unable to serve as
trustee
, do you want to have a single
successor trustee
or at least
two or more
successor trustees
?
Single successor
Multiple successors
What is the full name of
the person
one of the persons
who you will have serve as your
successor trustee
?
What is the full name of another person that you will have serve as one of your
successor trustees
?
What is the full name of another person that you will have serve as one of your
successor trustees
?
(If you don't have another successor trustee, just leave this blank)
If
that person
one of these people
is unable to serve as your
successor trustee
what is the full name of
the person
one of the persons
you will have as your
alternate trustee
?
What is the full name of another person that will serve as one of your
alternate successor trustees
?
Will each
successor trustee
be able to act
independently for the trust
or will they
be required to agree in writing
with the others to act for the trust?
Act independantly
Be in agreement
Will the
successor trustee(s)
receive any
payment
for acting as trustee?
Yes
No
The following questions refer to the husband's property, beneficiaries, and residuary beneficiaries
The wife will always be the primary beneficiary unless she does not survive the husband. You do not need to enter the wife's name in this area.
Please tell us how you would like your property to be distributed after your death.
My wife will be the primary beneficiary if I die before her, but if she does not survive me...
1. I have one
beneficiary
that I would like to receive everything.
2. I have
multiple beneficiaries
that I would like to receive everything in
equal amounts
.
3. I have
multiple beneficiaries
that I would like to receive everything but
not in equal amounts
.
4. I am going to make
specific gifts
of my property to various people,
organizations or charities
.
Please enter the full name of
one
the
beneficiary
:
What
percentage of your estate
do you want this beneficiary to receive?
Enter the name of another
beneficiary
:
What
percentage of your estate
do you want this beneficiary to receive?
Enter the name of another
beneficiary
:
(If you don't have any more beneficiaries, leave this blank)
What
percentage of your estate
do you want this beneficiary to receive?
Enter the full name of an
alternate beneficiary
:
If one of these
beneficiaries
does not survive you, do you want his or or her
children to receive their portion
of your estate, or
the other named beneficiaries
?
Children
The others
Click here
to enter information about the specific gifts.
Will you have one or multiple
residuary beneficiaries
?
1. One residuary beneficiary
2. Multiple residuary beneficiaries with even shares
3. Multiple residuary beneficiaries with uneven shares
Please enter the full name of the
residuary beneficiary
:
Enter the full name of an
alternate residuary beneficiary
in case the first one does not survive you:
Please enter the name of the first
residuary beneficiary
:
What
percentage of the estate
do you want this beneficiary to receive?
Enter the name of another
residuary beneficiary
:
What
percentage of the estate
do you want this beneficiary to receive?
Enter the name of another
residuary beneficiary
:
(If you don't have another residuary beneficiary, leave this blank)
What
percentage of the estate
do you want this beneficiary to receive?
The following questions refer to the wife's property, beneficiaries, and residuary beneficiaries
The husband will always be the primary beneficiary unless he does not survive the wife. You do not need to enter the husband's name in this area.
Please tell us how you would like your property to be distributed after your death:
My husband will be the primary beneficiary if I die before him, but if he does not survive me...
1. I have one
beneficiary
that I would like to receive everything.
2. I have
multiple beneficiaries
that I would like to receive everything in
equal amounts
.
3. I have
multiple beneficiaries
that I would like to receive everything but
not in equal amounts
.
4. I am going to make
specific gifts
of my property to various people,
organizations or charities
.
Please enter the full name of
one
the
beneficiary
:
What
percentage of your estate
do you want this beneficiary to receive?
Enter the name of another
beneficiary
:
What
percentage of your estate
do you want this beneficiary to receive?
Enter the name of another
beneficiary
:
(If you don't have any more beneficiaries, leave this blank)
What
percentage of your estate
do you want this beneficiary to receive?
If one of these
beneficiaries
does not survive you, do you want his or or her
children to receive their portion
of your estate, or
the other named beneficiaries
?
Children
The others
Click here
to enter information about the specific gifts.
Will you have one or multiple
residuary beneficiaries
?
1. One residuary beneficiary
2. Multiple residuary beneficiaries with even shares
3. Multiple residuary beneficiaries with uneven shares
Please enter the full name of the
residuary beneficiary
:
Enter the full name of an
alternate residuary beneficiary
in case the first one does not survive you:
Please enter the name of the first
residuary beneficiary
:
What
percentage of the estate
do you want this beneficiary to receive?
Enter the name of another
residuary beneficiary
:
What
percentage of the estate
do you want this beneficiary to receive?
Enter the name of another
residuary beneficiary
:
(If you don't have another residuary beneficiary, leave this blank)
What
percentage of the estate
do you want this beneficiary to receive?
Are there any
children under the age of 18
that will be inheriting through your trust?
Yes
No
Do you want to create a
custodianship
for their inheritance?
Yes
No
Do you want
to have a custodian?
(Select no if he or she didn't receive inheritance)
No
Yes
Enter the name of an adult who can serve as
custodian
for this child's inheritance
Do you want
to have a custodian?
(Select no if he or she didn't receive inheritance)
No
Yes
Enter the name of an adult who can serve as
custodian
for this child's inheritance
Do you want
to have a custodian?
(Select no if he or she didn't receive inheritance)
No
Yes
Enter the name of an adult who can serve as
custodian
for this child's inheritance
Do you want
to have a custodian?
(Select no if he or she didn't receive inheritance)
No
Yes
Enter the name of an adult who can serve as
custodian
for this child's inheritance
Do you want
to have a custodian?
(Select no if he or she didn't receive inheritance)
No
Yes
Enter the name of an adult who can serve as
custodian
for this child's inheritance
Do you want
to have a custodian?
(Select no if he or she didn't receive inheritance)
No
Yes
Enter the name of an adult who can serve as
custodian
for this child's inheritance
Do you want
to have a custodian?
(Select no if he or she didn't receive inheritance)
No
Yes
Enter the name of an adult who can serve as
custodian
for this child's inheritance
Do you want
to have a custodian?
(Select no if he or she didn't receive inheritance)
No
Yes
Enter the name of an adult who can serve as
custodian
for this child's inheritance
Do you want
to have a custodian?
(Select no if he or she didn't receive inheritance)
No
Yes
Enter the name of an adult who can serve as
custodian
for this child's inheritance
Do you want
to have a custodian?
(Select no if he or she didn't receive inheritance)
No
Yes
Enter the name of an adult who can serve as
custodian
for this child's inheritance
The child(ren) will be allowed to have the money or the property anywhere from ages 18 to 21, at which age would you like the child to receive his or her inheritance?
The child(ren) will be allowed to have the money or the property anywhere from ages 18 to 25, at which age would you like the child to receive his or her inheritance?
Click here
when you are done entering information about children's inheritances.
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