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.

Revocable Living Trust Questionnaire

What we're preparing

Who is this trust for? *

Just me

Me and my spouse

Would you also like us to prepare any of these?

Advance Health Care Directive

Power of Attorney

Final arrangements instructions

Optional.

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 *

Home phone (optional)

Your spouse and current documents

Are you married? *

Married

Not married

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

Do you or your spouse already have any of these?

List your children: full name, address, and gender, one per line

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

Are any of your children under 18?

Yes

Grandchildren (optional): full name and address, one per line

What would you like to name your trust?

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

First-choice successor trustee: name, relationship to you, and address *

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 to you, and address

Steps in if your first choice can't serve.

Should your executor be the same people as your successor trustees? *

Yes

An executor is the person who handles your estate under your will after you die.

First-choice executor: name, relationship to you, and address

Backup executor: name, relationship to you, and address

Who should raise your minor children if you (and your spouse) can't? Name and address

Backup guardian: name and address

Who should manage money left to a child until they're grown? First choice and backup, with addresses

This can be the guardian, another adult, or a bank or trust company.

How should a young beneficiary's share be held?

Custodial account (UTMA) that ends at age 18

Custodial account (UTMA) that ends at age 21

A child's trust that ends at an age I choose

Not sure, let's discuss

UTMA = Uniform Transfers to Minors Act account.

At what age should the child's trust end?

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

List who should inherit: name, relationship or address, 18 or older (yes/no), and amount or %, one per line *

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%

If a beneficiary dies before you, what should happen to their share?

Split it among my other beneficiaries

Give it to someone I name

Who gets their share instead? Beneficiary and backup, one per line

Example: Jane Julian, her children

Specific gifts (optional): what you're giving and to whom (person or organization), one per line

Example: $5,000 to St. Mark's Church; wedding ring to my daughter Jane

Any relative you do NOT want to inherit anything? Name and relationship (optional)

Any debts owed to you that you want forgiven? Who owes it, their address, and the amount (optional)

Property going into your trust

Property with a title or account: what it is, where it is, and whose it is, one per line

Your home, land, cars, boats, bank and investment accounts. Skip anything that already names a beneficiary, like life insurance or retirement accounts. Mark each one joint, mine, or my spouse's.

Other things to put in the trust (optional): what it is, where it is, and whose it is

Things without a title, like jewelry, furniture, or antiques. Mark each one joint, mine, or my spouse's.

Final wishes (optional)

Type of service, where, burial or cremation, people to contact, and where your cemetery plot is if you have one.

Health care directive and power of attorney

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

This person is called your agent.

When should the power of attorney start?

Right away

Only if I become unable to manage my affairs

First backup agent (optional): Name, relationship to you, phone, and address

Second backup agent (optional): Name, relationship to you, phone, and address

Which statement matches your wishes about 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

Pain relief

Always give me pain relief and comfort care, even if it may hasten my death

I have exceptions (I'll describe them)

Describe your exceptions for pain relief

Do you want to donate organs, tissues, or parts after your death?

Yes, any that are needed

Yes, only the ones I list

Which organs, tissues, or parts?

Your primary doctor (optional): name, phone, and address

Backup (successor) agent (optional): Name, relationship to you, phone, and address

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.

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. *

I agree

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