Family Limited Partnership Form

Living Trust Questionnaire Form

First Name

Last Name

SSI#

Street Address

Home Phone

Work Phone

Fax

Email Address

Business / Profession

Age

Marital Status

Number of children

How many years married

Spouse Name

Spouse Age

Names of children & age

If you were to die today, to whom would you leave your estate?

What would be the percentage (%) distribution? (add additional pages if necessary)

Do you have an existing living trust?

Name of trust & date established

Name and address of trustee(s)

Are you presently establishing a new living trust?

Are you presently in litigation?

Yes No

Name chosen for your living trust

Assets Protection

March 23, 2026

Wealth Protection

March 23, 2026

Assets Protection

March 23, 2026