Name of Decedent *

Full Legal Name

First Name

Last Name

Date of Death *

MM

DD

YYYY

Estate Planning documents *

Revocable Trust (notarized)

Will (signed and witnessed)

Handwritten Instructions

No documents - if none, then please complete my Probate questionnaire instead

Marital Status *

Single (never married)

Married

Widowed

Divorced

Children Information *

Yes. If yes, please fill out information.

No. If no, then proceed to the next section.

Child 1 - Full Legal Name

First Name

Last Name

Child 1 - Date of Birth

MM

DD

YYYY

Child 2 - Full Legal Name

First Name

Last Name

Child 2 - Date of Birth

MM

DD

YYYY

Child 3 - Full Legal Name

First Name

Last Name

Child 3 - Date of Birth

MM

DD

YYYY

Full Name of Successor Trustee *

First Name

Last Name

Date of Birth

MM

DD

YYYY

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Phone

(###)

###

####