Client Intake Form

Client Name *

First Name

Last Name

Middle Name

Address *

Street Address

Street Address Line 2

City

State/Province

Postal / Zip Code

Email

example@example.com

Phone Number

Birthdate

dd.mm.yyyy

Spouse

First Name

Last Name

Email

example@example.com

Phone Number

Birthdate

dd.mm.yyyy

Add spouse

Delete spouse

Beneficiaries

Please list all children, or others who will be the beneficiaries of the Family Trust. Please consider carefully who your beneficiaries will be, as the trust cannot be changed. (Children, not yet born can be added at a later date.)

Beneficiary #1 *

First Name

Last Name

Percent(%)

Relationship

Birthdate

Beneficiary #2

First Name

Last Name

Percent(%)

Relationship

Birthdate

Trustee

The trustee of your trust is vital to the administration of the trust. The trustee works on behalf of the beneficiaries. The trustee chosen, should have a complete understanding of the fiduciary responsibilities associated with trust administration. You should choose someone who meets these qualifications and is someone you know and trust. The trustee cannot be an immediate family member.

Trustee *

First Name

Last Name

Address *

Street Address

Street Address Line 2

City

State/Province

Postal / Zip Code

Email

example@example.com

Phone Number

CPA

Same as Trustee

CPA *

First Name

Last Name

Address *

Street Address

Street Address Line 2

City

State/Province

Postal / Zip Code

Email

example@example.com

Phone Number

Successor Trustee (Optional)

The person who assumes control of the trust after the initial trustee dies or becomes unable to continue with his or her responsibilities. Once the successor trustee has assumed control, he or she is responsible to ensure that your property is distributed to your beneficiaries according to the trust terms.

Hide

Successor Trustee *

First Name

Last Name

Address *

Street Address

Street Address Line 2

City

State/Province

Postal / Zip Code

Email *

example@example.com

Phone Number *

Phone Number

Trust Protector (Optional but recommended)

A trust protector is a person (not the beneficiary, or trustee) who are appointed to exercise one or more powers affecting a trust and the interest of the beneficiaries. The trust protector is named to protect beneficiaries from a rogue trustee.

Hide

Protector *

First Name

Last Name

Address *

Street Address

Street Address Line 2

City

State/Province

Postal / Zip Code

Email *

example@example.com

Phone Number *

Phone Number

Charities

The charities you choose are not permanent and can be changed at any time. However, they must be public, federally registered, 501(c)3 charities. No private foundations will be accepted by the foundation. Example: Churches, synagogues, or other religious organizations, Red Cross, Save the Children and so on. Gift percentages must total 100%

Charity #1 *

If your Charity is not in the list below, please type in.

Percentage *

(%)

EIN - Tax ID Number *

Please contact Your Charity, inform them of your potential donation and request their Tax ID

Address *

Street Address

Street Address Line 2

City

State/Province

Postal / Zip Code

Phone Number

Email

example@example.com

Website

Charity #2

If your Charity is not in the list below, please type in.

Percentage

(%)

EIN - Tax ID Number

Please contact Your Charity, inform them of your potential donation and request their Tax ID

Address

Street Address

Street Address Line 2

City

State/Province

Postal / Zip Code

Phone Number

Email

example@example.com

Website