FOR TRUSTORS: 

      Names

Addresses and phone numbers

Birthdates

Citizenship

County of Residence (where documents will be notarized)

FOR SUCCESSOR TRUSTEES:

Names

Addresses and phone numbers

Age at least 18?

Citizenship

Relationship to Trustor(s)

FOR BENEFICIARIES (CHILDREN/HEIRS):

Names

Birthdates

Relationship to Trustor(s)

Special gifts or bequests

Percentage of inheritance

Age of inheritance

Trustee of inheritance if Beneficiary is underage

To whom share goes if Beneficiary predeceases Trustor(s)    (deceased Beneficiary's children/spouse/remaining       existing Beneficiaries of the Trust?)

FOR CHARITIES: Organization name, address, phone number

Person to contact

FOR REAL PROPERTIES:

We can obtain a copy of the deed(s) for you.

We'll need the property street address and the County in which each property is located.

FOR OTHER ASSETS:

Company name

Account description

(cash maximizer, IRA, CD, regular savings, etc.)

Account number(s) (we don't need the $ amount)

Exact name(s) on the account