TrezzaDox | Revocable Living Trust

LIVING TRUST PACKAGE

Your Name

First

Middle

Last

Your Address

Address Line 1

Address Line 2

City

State

Zip Code

Your Email

Your Phone

REVOCABLE TRUST

Your Spouse's Name

First

Middle

Last

Your Spouse's Address

Address Line 1

Address Line 2

City

State

Zip Code

Your Spouse's Email

Your Spouse's Phone

SUCCESSOR TRUSTEE(S)

(You will be Trustee(s) during your lifetime(s). This is who will handle the assets in the trust after you pass away.)

1ST SUCCESSOR TRUSTEE NAME:

2ND SUCCESSOR TRUSTEE NAME:

3RD SUCCESSOR TRUSTEE NAME:

Should these trustees act jointly or independently?

Jointly
Independently

Notes:

Does your spouse have the same choices or different?

BENEFICIARIES

This is who will receive your assets after you pass away.

NAME 1:

NAME 2:

NAME 3:

NAME 4:

Should these beneficiaries each receive an equal share of the total value of your assets?

Yes
No

If you chose No, Please explain how you want your assets to be divided and distributed.

If a Beneficiary dies before you should their share go to

Their children equally
The other Beneficiaries equally

If a Beneficiary is a minor should their share be held in the trust?

Yes

Until what age?

Should anyone be excluded from receiving anything from your assets?

No
Yes

If you chose Yes: Who?

YOUR ASSETS THAT WILL FUND THE TRUST

Real Estate:

Address 1:

Address 2:

Address 3:

Motor Vehicles: (Usually only collectable vehicles are put in a trust)

Vehicle 1:

Vehicle 2:

Vehicle 3:

Bank Accounts:

Name of Bank 1

Name of Bank 2

Name of Bank 3

Last 4 digits of account in Bank 1

Last 4 digits of account in Bank 2

Last 4 digits of account in Bank 3

Brokerage Accounts:

Name of Financial Institution 1

Name of Financial Institution 2

Name of Financial Institution 3

Last 4 digits of account in Inst. 1

Last 4 digits of account in Inst. 2

Last 4 digits of account in Inst. 3

Specific Gifts: (Usually personal items you want to give to someone in particular).

Item/Property 1

Item/Property 2

Item/Property 3

Item/Property 1 Goes to Whom?

Item/Property 2 Goes to Whom?

Item/Property 3 Goes to Whom?

Does your spouse have the same choices above or different?

Anything else you want to tell me about?

Additional info:

POUR OVER WILL

Answer the questions below and we will prepare your Last Will and Testament with the information provided.

ABOUT THE TESTATOR

The Testator is the person who will be signing their Last Will and Testament

Name

First

Middle

Last

Date of Birth

City and State of Residence

If Married Name of Spouse

Do you have children under 18 years of age?

Yes
No

Children's Names, Age, Birthdates, City/State of Residence

ABOUT THE PERSONAL REPRESENTATIVE

The Personal Representative is the person who will gather and distribute your assets to the beneficiaries.

Executor/Trustee Name

First

Last

Executor/Trustee City of Residence

Executor/Trustee State of Residence

Executor/Trustee Date of Birth

ALTERNATE PERSONAL REPRESENTATIVE

If your first choice for personal representative is unable or unwilling to perform who is your second choice, if any?

Alternate Executor/Trustee Name

First

Last

Alternate Executor/Trustee City of Residence

Alternate Executor/Trustee State of Residence

Alternate Executor/Trustee Date of Birth

ORDER OF APPOINTMENT

Do you want your first and second choices for Personal Representative to act jointly or independently in order of succession?

Order of Appointment

Acting jointly (both must agree before an action is taken).
Acting independently in order of availability.

Enter 3rd and 4th Choices (Optional)

Does your spouse have the same choices or different?

SPECIFIC GIFTS

After all of your final expenses and creditors are paid then distribution of the remaining assets shall occur. Specific gifts get distributed first. If you have no specific gifts then skip this section.

If you wish to have your entire estate divided proportionately between your beneficiaries then skip this section.

Gift 1

Gift 2

Gift 3

Gift 4

Name of Beneficiary of Gift 1

Name of Beneficiary of Gift 2

Name of Beneficiary of Gift 3

Name of Beneficiary of Gift 4

List More Gifts here

Does your spouse have the same choices above or different?

REMAINDER OF YOUR ASSETS

List the percentage of your assets each beneficiary should receive.

1st Beneficiary

2nd Beneficiary

3rd Beneficiary

1st Percentage of Estate

2nd Percentage of Estate

3rd Percentage of Estate

List more beneficiaries and their percentage distribution here.

IF A BENEFICIARY DIES BEFORE YOU.

What happens to their share?

Choose 1

That person's share goes to the other beneficiaries in equal shares
That person's share goes to their children in equal shares
Other

If you chose Other please explain

EXCLUSIONS

Is there any person that you wish to exclude from receiving a portion of your estate?

List their names and relationship to you

SPECIAL PROVISIONS

If there is anything else you would like to include in your Will such as burial instructions or whether you would like to be cremated etc., please add that below.

Other additions

Does your spouse have the same choices above or different?

DURABLE (FINANCIAL) POWER OF ATTORNEY

1) Designate your financial power of attorney who may conduct transactions for you, access banking accounts and otherwise conduct business for you in the event of your incapacity.

1ST CHOICE NAME OF POWER OF ATTORNEY

2ND CHOICE IF FIRST IS UNABLE OR UNWILLING

3RD CHOICE (OPTIONAL)

2) Will your choices for financial power of attorney act jointly? Or in order listed above?

Make a selection

Acting Jointly
Acting in Succession

Additional Information

Does your spouse have the same options or different?

HEALTH CARE POWER OF ATTORNEY

In this document you will appoint someone to make sure that the choices you make in the Living Will are honored and to make any other health care choice on your behalf if you are incapacitated. Please provide the following information for your Health Care Power of Attorney.

Do you have a Living Will? Do you have a Living Will? (check yes if we are preparing one for you)

Yes
No

Do you have a Prehospital Medical Care Directive (DNR do not resuscitate) - This document is prepared by your physician and is on orange paper only.

Yes
No

Do you consent to an autopsy (assuming an autopsy is not required)?

Yes
No

Do you give your Agent permission to consent to or refuse an autopsy?

Yes
No

Do you want to make an organ or tissue donation?

Yes
No

If you said Yes then choose an option

Do you want your agents or family members to make and organ or tissue donation for you?

Yes
No

WHO WILL BE YOUR AGENT

Name the person who will be your first choice to make decisions on your behalf if you become incapacitated.

Agent Name

First

Middle

Last

Date of Birth

City and State of Residence

ALTERNATE AGENT

If the person named as your first choice is unable or unwilling to act on your behalf name an alternate agent.

Alternate Agent Name

First

Middle

Last

Date of Birth

City and State of Residence

LIVING WILL

A Living Will conveys your end of life wishes when you are unable to or become incapacitated.

IF YOU HAVE A TERMINAL ILLNESS DO YOU WANT THE FOLLOWING:

Do you want your life prolonged to the greatest extent possible?

Yes
No

Do you want life-sustaining treatment beyond comfort care that would serve only to artificially delay the moment of your death?

Yes
No

Do you want the medical treatment that would keep you comfortable but not delay the moment of your death?

Yes
No

Do you want cardiopulmonary resuscitation, for example, the use of drugs, electric shock and artificial breathing?

Yes
No

Do you want artificially administered foods and fluids?

Yes
No

Do you want to avoid being taken to a hospital if possible?

Yes
No

IF YOU DO NOT HAVE A TERMINAL CONDITION, DO YOU WANT THE FOLLOWING:

Do you want all medical care necessary to treat your condition until your doctor determines your condition is terminal, irreversible or you are in a persistent vegetative state?

Yes
No

HIPPA RELEASE

Do you authorize your agents to obtain your medical records and health information when determining your incapacity?

Yes
No

DEED TO FUND THE TRUST - ARIZONA PROPERTIES ONLY

Upload a copy of your Deed (optional)

Click or drag files to this area to upload. You can upload up to 2 files.

Grantors Names (person(s) who own the property now)

The Persons giving away the property

Grantees Names (this will be the trust)

The persons receiving the property

Legal Description (If you have it)

EXEMPTION CODE- There is no exchange of money for this transfer. The relationship between the person giving the property and receiving the property is...

Person and Trustee/ Trustee to Beneficiary (A.R.S. 11-1134 B8)

Name

First

Last

Date

Living Trust Package

Price: $975.00

Costs*

Price: $30.00

(Recording Fee)
*Sometimes low additional costs are required like electronic filing fees and recording fees etc.

Total

$0.00

Credit Card Payment

Living Trust

LIVING TRUST PACKAGE

REVOCABLE TRUST

SUCCESSOR TRUSTEE(S)

BENEFICIARIES

YOUR ASSETS THAT WILL FUND THE TRUST

POUR OVER WILL

ABOUT THE TESTATOR

ABOUT THE PERSONAL REPRESENTATIVE

ALTERNATE PERSONAL REPRESENTATIVE

ORDER OF APPOINTMENT

SPECIFIC GIFTS

REMAINDER OF YOUR ASSETS

IF A BENEFICIARY DIES BEFORE YOU.

EXCLUSIONS

SPECIAL PROVISIONS

DURABLE (FINANCIAL) POWER OF ATTORNEY

HEALTH CARE POWER OF ATTORNEY

WHO WILL BE YOUR AGENT

ALTERNATE AGENT

LIVING WILL

IF YOU HAVE A TERMINAL ILLNESS DO YOU WANT THE FOLLOWING:

IF YOU DO NOT HAVE A TERMINAL CONDITION, DO YOU WANT THE FOLLOWING:

HIPPA RELEASE

DEED TO FUND THE TRUST - ARIZONA PROPERTIES ONLY

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