Will and Trust Questionnaire
  • Instructions for Completing your Will and Trust questionnaire:

    This is basic information about who will be responsible for family, assets, and important decisions in the event of incapacity or death.  If you are unsure who see Important Choices

    When completing this please keep in mind:

    We will automatically list your spouse first but if for any reason your spouse could not act, you will be entering a replacement and then an alternate to act as fiduciaries involved in your trust. 

    This assumes that both you and your spouse are no longer able to manage your estate due to incapacity or death.

    Your Trust is revocable which means that you can change it at any time.

    Also, all corrections, updates, and future changes are included in the price.

  • How did you hear about AAT Document Services?

    Please share with us who referred you. We cherish all of our client relationships!
  • *Referred by
  • Contact information:

    Please tell us a little bit about you. We need your full legal names and complete information. This is how your information will appear in your documents.
    • His Full Legal Name
    • *
      Family Last Name
  • What is his date of birth?
  • His Phone Number
  • His Email Address
    • Her Full Legal Name
    • Family Last Name
  • What is her date of birth?
  • Her Phone Number
  • Her Email Address
  • Do you Rent or Own your home?
    • Address1
    • Address2
    • City
    • Postal Code
    • County
    • State
    • Home Phone if any
  • Children / Beneficiaries:

  • Please list names of beneficiaries: Name / Phone / Relationship (Son or Daughter, Step Son or Step Daughter, Neice or Nephew). If blended (2nd Marriage) family, Identify children to parent. (If not children please list relationship; Mother/Father, Aunt/Uncle, etc.)

  • Do you want a Special Needs Trust?

    If any of your beneficiaries are receiving government assistance, we want to insure that they continue to receive those benefits. A Special Needs trust holds their inheritance in trust. If they receive an inheritance directly the state will require that they spend those funds and then reapply for assistance. We do this through a special needs trust.
  • List name(s) of special needs children? and Date of Birth?
  • Have you lost any children?

    Any child who has passed away needs to be listed.

  • Deceased children? List name(s) of any children that have passed away?
  • How would you like to distribute assets to your beneficiaries? Click all that apply!

  • If one of your children were not to survive you, would you want that child's portion of inheritance to:
  • Children to be disinherited? List name(s) of children to be disinherited?
  • The Successor Trustee is the individual(s) that will manage your estate after death or incapacity.

    You and your spouse are co-trustees. If one of you passes, the other spouse will manage the estate. When both pass, the Successor Trustee / Executor will then manage your estate and distribute assets according to your wishes. Please list who will be the person in charge after both are unable, and list an alternate. They can serve in succession or jointly as Co-Trustees.

    • Executor / Successor Trustee Name
    • Relationship
    • Phone
    • Alternate Executor / Successor Trustee Name
    • Relationship
    • Phone
  • A Guardian is the individual that will raise any minor children in the event that you are unable.

    Please name who will serve as Guardian and an alternate.
    • Guardian Name
    • Relationship
    • Phone
    • Alternate Guradian Name
    • Relationship
    • Phone
  • A power of Attorney is the individual that will manage your finances in the event of incapacity.

    Your spouse is always listed first. Please name a replacement and an alternate power of attorney below.
    • His Power of Attorney Name
    • Relationship
    • Phone
    • His Alternate Power of Attorney Name
    • Relationship
    • Phone
    • Her Power of Attorney Name
    • Relationship
    • Phone
    • Her Alternate Power of Attorney Name
    • Relationship
    • Phone
  • A Medical Power of Attorney is the individual who voices your choices at the time of Incapacity.

    Your spouse will aurtomatically be first, Who do you want as an alternate? Please name who will be your voice in the event of incapacity and then next alternate.

    • His Medical Power of Attorney Name
    • Relationship
    • Phone
    • His Alt Medical POA Name
    • Relationship
    • Phone
    • Her Medical Power of Attorney Name
    • Relationship
    • Phone
    • Her Alt. Medical POA Name
    • Relationship
    • Phone
  • The HIPPA waiver allows the medical industry to share status with individuals listed.

    Due to medical privacy laws, the medical industry cannot share personal medical information. The HIPPA waiver lists those who you will allow to know your current medical condition. Please list those individuals (friends and family) who you will allow to know your current medical condition in the event that they need to know.
  • His HIPPA Waiver List: Name / Phone / Relationship
    List all possible people for HIPPA Waiver
  • Her HIPPA Waiver List: Name / Phone / Relationship
    List all possible people for HIPPA Waiver
  • Do you own any additional real estate, other than address previously listed.

    2nd homes, Vacation properties, investment properties, time shares, land, etc.
    • Additional Real Estate
    • Address1
    • Address2
    • City
    • Postal Code
    • County
    • State
  • Business interests are also assigned to the Trust.

    Please list any business interests or business ownership that you have.
    • Business Name (LLC/Corp)?
    • Phone
  • Please list any additional information here.

  • Other - Notes
    List any additional Information necessary
  • Funding your Trust

    Please select the assets you will be funding into your trust.
  • Please select assets you will be funding into your trust.
  • Funding your Trust

    These are individuals involved in the funding of your Trust. Please list the names and numbers of those financial team members you're currently working with. I will contact them at the time of Funding your Trust.

    Please rate them from 1-5 Stars on how well they do for you.  1= Not Satisfied  5= Excellent

    • Financial Advisor
    • Company
    • Scale 1-5 Stars
    • Phone
    • LIfe Insurance Agent
    • Company
    • Score 1-5 Stars
    • Phone
    • Car and Home Insurance Agent
    • Company
    • Scale 1-5 Stars
    • Phone
    • Tax Preparer
    • Company
    • Scale 1-5 Stars
    • Phone
    • HR Director
    • Company
    • Scale 1-5 Stars
    • Phone
    • Other Professionals
    • Company
    • 1-5 Stars
    • Phone
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  • ZS_Email_Address

That's all, folks!

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