 Enter todays date. You can click the small Calender Icon to select the date. |
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| Trust Information |
Enter a name for your trust, ie: Jones Family Trust; or Joe & Mary Jones Trust.
Select the State from the dropdown.
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| Grantor(s) Information |
The Grantor(s) are the creators of the trust;
Be sure to enter all information as noted next to each text box.
Phone No. Format should be
(123)-123-4567.
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The Grantor(s) are the creators of the trust;
Be sure to enter all information as noted next to each text box.
Phone No. Format should be
(123)-123-4567.
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| Trustee(s) Information |
The Trustees are the managers of the trust; usually the managers of your trust will be you and your spouse. Enter all information as indicated next to each text box.
Phone No. Format should be
(123)-123-4567.
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The Trustees are the managers of the trust; usually the managers of your trust will be you and your spouse. Enter all information as indicated next to each text box.
Phone No. Format should be
(123)-123-4567.
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| Successor Trustee(s) Information |
The Successor Trustee(s) are the person(s) your want to manage or distibute your assets if you become incapacitated or die.
Phone No. Format should be
(123)-123-4567.
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The Successor Trustee(s) are the person(s) your want to manage or distibute your assets if you become incapacitated or die.
Phone No. Format should be
(123)-123-4567.
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| Beneficiaries |
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Select the number of beneficiary(ies) in your case. |
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| Beneficiary No. 1 |
Enter all information as complete as possible in each text box.
Select Per Stirpes or Per Capita for the beneficiaries.
Per Stirpes indicates the share of that beneficiary will be distributed to his/her blood line if they pre-decease you.
Per Capita indicates the share of that beneficiary will be equally divided amount the surviving beneficiaries if he/she should pre-decease you.
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Enter all information as complete as possible in each text box.
Select Per Stirpes or Per Capita for the beneficiaries.
Per Stirpes indicates the share of that beneficiary will be distributed to his/her blood line if they pre-decease you.
Per Capita indicates the share of that beneficiary will be equally divided amount the surviving beneficiaries if he/she should pre-decease you.
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Enter all information as complete as possible in each text box.
Select Per Stirpes or Per Capita for the beneficiaries.
Per Stirpes indicates the share of that beneficiary will be distributed to his/her blood line if they pre-decease you.
Per Capita indicates the share of that beneficiary will be equally divided amount the surviving beneficiaries if he/she should pre-decease you.
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Enter all information as complete as possible in each text box.
Select Per Stirpes or Per Capita for the beneficiaries.
Per Stirpes indicates the share of that beneficiary will be distributed to his/her blood line if they pre-decease you.
Per Capita indicates the share of that beneficiary will be equally divided amount the surviving beneficiaries if he/she should pre-decease you.
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Enter all information as complete as possible in each text box.
Select Per Stirpes or Per Capita for the beneficiaries.
Per Stirpes indicates the share of that beneficiary will be distributed to his/her blood line if they pre-decease you.
Per Capita indicates the share of that beneficiary will be equally divided amount the surviving beneficiaries if he/she should pre-decease you.
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| Balance of Trust Estate |
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If their is any remaining percentage of your estate after listing you beneficiaries, you may wish to make a gift to your favorite church, charity, college or etc
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| Notary Information |
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State and County where this document will be Notarized.
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| Your Contact Information |
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