Family Information Questionnaire Form

If you prefer, please call our office and verbally provide your SSN.
Ex: Single, Married, Divorced, Widow/Widower.
(Please list all spouses separated by a comma.)
If you prefer, please call our office and verbally provide your spouse's SSN.
Please list:
Child 1
Child 2
Child 3
Child 4 etc.
(Please list names of children separated by a comma.)
(Please list names of children separated by a comma.)
(Please list names of who your children are related to separated by a comma.)
(Please list names of who your children living at home separated by a comma.)
If you want to form a Trust, this individual may or may not be your Trustee as well.
(Note- Corporate Trustees usually charge approximately 1% of the Trust Estate for their services.)
Option 1. Lump Sum Age:______
Option 2. Two Distribution Ages: (1)___ (2)___ [Consider ages 25 and 30]
Option 3. Three Distribution Ages: (1)___ (2)___ (3)___ [Consider ages 25/30/35]
Option 4. Four Distribution Ages: (1)___ (2)___ (3)___ (4)___ [Consider ages 25/30/35/40]