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Trust questionnaire 2025

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The document is a Trust Questionnaire Form designed for unmarried individuals to establish a living trust. It includes sections for naming the trust, providing personal information, specifying heirs and their inheritance percentages, and outlining conditions for distribution of assets. Additionally, it addresses the appointment of trustees, health care decision-makers, guardians for minor children, and preferences regarding living wills and organ donation.

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Click ‘Get Form’ to open the trust questionnaire in the editor.
Begin by entering the desired name for your trust in the first field. A common recommendation is 'THE [YOUR LAST NAME] LIVING TRUST'.
Fill in your full name, including any middle initials and suffixes like Sr. or Jr., in the next section.
Provide your complete address, including street, city, state, zip code, and county. Ensure all details are accurate.
Indicate your phone numbers for daytime and evening contact. Confirm if the trust documents will be signed in the listed county and state.
In section five, list individuals who should inherit from your trust after your passing. You can categorize them into two groups and specify percentages for each heir.
Continue filling out sections regarding additional heirs, exclusions, and specific instructions for asset distribution as per your preferences.
Review all entries carefully before saving or sharing the completed form to ensure accuracy and completeness.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can a beneficiary take all the money from a trust?

The ability of a beneficiary to withdraw money from a trust depends on the trusts specific terms. Some trusts allow beneficiaries to receive regular distributions or access funds under certain conditions, such as docHubing a specific age or achieving a milestone.

What is the five by five rule?

The 5 by 5 rule allows a beneficiary of a trust to withdraw up to $5,000 or 5% of the trusts total value per year, whichever amount is greater. This withdrawal can occur without the amount being considered a taxable distribution or inclusion in the beneficiarys estate, which can have docHub tax advantages.

Who is the most powerful person in a trust?

Trustee. The Trustee is named within the Trust as the person or entity that carries out the terms of the Trust. This person or entity ensures that the assets and property are used in the way that the Trust Maker directed. As noted above, the initial Trustee may be the Trust Maker.

What is the 5 or 5 rule for trusts?

This term refers to a Trust agreement that allows Beneficiaries to withdraw $5,000 or 5% of the Trusts assets annually, whichever amount is greater. This tool is designed to provide the Beneficiaries with a certain level of flexibility and control over the Trust, without compromising its overall intent or structure.

What is the 5 by 5 rule for trusts?

Answering the Five Most Common Questions About Trusts 1) What is a trust? 2) What are the benefits of a trust? 3) Why do I need a trust if I can just title all assets in joint ownership to avoid probate? 4) How do I set up a trust? 5) What is the difference between a revocable and irrevocable trust?