Family Information Questionnaire Form

(Please list all spouses separated by a coma.)
Please list:
Child 1
Child 2
Child 3
Child 4 etc.
Please list:
Child 1
Child 2
Child 3
Child 4 etc.
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.)
Please write the name of your Primary P.R., Successor P.R.,
Please write the name of your Primary P.R., Successor P.R.,
Please write the name of your Primary P.R., Successor P.R.,
(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]
Please provide the requested information for each individual named above. (Name, Address, Phone) Separated by a New Paragraph.