LDAs are not lawyers and do not offer legal advice, discuss legal strategies, answer questions of a legal nature, select forms for the consumer, or appear in court on the consumer’s behalf.

Trust Portfolio Questionnaire

One questionnaire for your whole plan: your living trust, pour-over will, power of attorney, health care directive, and the deed that puts your home into the trust. It takes about 10 minutes. Anything optional can be left blank, and Rob will go over everything with you before you sign.

Who is this trust for? *

Just me

Me and my spouse

Your first name *

Use your full legal name, as it appears on your ID.

Your gender *

Male

Female

Used for he/she wording in your documents.

Home street address *

County you live in *

Are you married?

Married

Not married

Spouse's full legal name (first, middle, last)

Your spouse doesn't need a separate questionnaire. Your answers below are used for both of you, and each of you is the other's first choice for health care and financial decisions.

Spouse's pronouns

he/him

she/her

they/them

Spouse's phone number

Your children: full name and city, one per line (leave blank if none)

Include children born to you or adopted by you. Leave blank if none.

Are any of your children under 18? *

Yes

Which of your children are under 18? (names, or None)

Who should raise your minor children if you can't? First choice and backup, name and city

At what age should a child receive their inheritance outright? (for example 25)

Any age up to 35 (for example 18, 21, 25, 30, or 35).

Trust name (optional - leave blank and we'll use "The [Your Names] Family Trust")

Example: The Julian Family Trust. Leave blank if you'd like help choosing.

Successor trustee: who takes over if you (both) can't? Name, relationship, and city *

A successor trustee is the person who takes over managing your trust if you die or can't manage it. If you're married, your spouse usually steps in first. List who should come after.

Backup successor trustee: name, relationship, and city

Your successor trustees will also be the executors of your pour-over will(s).

Who should inherit, and what share? One per line: name, relationship, and % or amount. If someone should get a share in place of a beneficiary who passes first, add "backup: name". *

Beneficiaries are the people or organizations who inherit from you. You can skip addresses for your own children and grandchildren. Example: Jane Julian, daughter, yes, 50%

Your home and other property

Do you own real estate that should go into the trust? *

Yes

Is it the home address you gave above?

Yes

Property address: street, city, ZIP, and county

APN / parcel number (on your property tax bill; leave blank if you don't know it)

Whose names are on the deed now? Write them exactly as they appear, if you can (for example "John A. Smith and Mary B. Smith, husband and wife as joint tenants")

Is this property your main home (where you live most of the year)?

Yes

Anything else about the property we should know? (e.g., more than one property, a rental, held in an LLC)

Other property for the trust (optional): other real estate, bank or investment accounts, one per line

Health care and financial decisions

Who should make health care and financial decisions for you if you can't? Name, relationship, phone, and city

This person is called your agent.

Backup decision-maker: name, relationship, phone, and city (for couples: the person after your spouse)

Life support at the end of life *

Do not prolong my life if I have an incurable condition that will soon cause my death, if I am unconscious and not expected to wake up, or if the burdens of treatment would outweigh the benefits

Prolong my life as long as possible within accepted medical standards

I don't want to choose. My agent will decide

If your spouse's choices are different, say so in the last box.

Organ donation *

Yes, any that are needed

Yes, only the ones I list

Which organs or tissues?

Your doctor (optional): name, phone, and city

Anything else Rob should know? (optional) Specific gifts, anyone you want to leave out, debts to forgive, final wishes, or anything different for your spouse

Upload any relevant documents (optional)

PDF, JPEG, JPG, PNG, DOCX or DOC ( max 10 Files )Any existing trust or will, and the deeds for your properties.

How would you like to sign?

In office

Mobile notary

Online (RON)

In office is included. A mobile notary or online notarization costs extra.

Acknowledgement and Authorization

I understand that the Legal Document Assistant (LDA) preparing my documents is NOT an attorney, cannot select forms and DOES NOT give legal advice. I hereby direct the Legal Document Assistant to type and perform certain services as outlined in the Contract for Services which we each executed regarding this matter. I further declare that the foregoing information which I have provided is, to the best of my knowledge, true and correct.

I have read and agree to the acknowledgment above. *

Your signature *

Clear

Sign

I understand LDAs are not lawyers and do not offer legal advice, discuss legal strategies, answer questions of a legal nature, select forms for the consumer, or appear in court on the consumer's behalf.

Santa Clara County Registered LDA #208 | Valid till Sept. 15, 2027

Upload current recorded deed

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