Alam One Stop Tax and Accounting Services

Name of Living Trust

Yes/No

Yes/No

Yes/No

Yes/No

Yes/No

Full Name ( First, Middle, Last Name)

Full Name(First, Middle and Last Name)

You can name a guardian for your minor children, if applicable. You can add wishes for burial cremation and funeral services

This is relatively common for gifts to minor children or people who need help managing money. Until the beneficiary reaches the age you define, your gift and any income from it may only be used for the beneficiary’s health, education and support.

Now that you have chosen who you want to receive general gifts, you have the option of including specific and charitable gifts.

Give this percentage To (enter full name)

Give this percentage To (enter full name )

 The surviving spouse receives the deceased spouse’s portion of the property with no restrictions  The surviving spouse will be able to use the deceased spouses’s portion of the property . However , when the survivung spouse passes away , that property must go to the beneficiaries named by the other spouse  The deceased spouse’s portion of the property will be given to the multiple people

General Gifts: Percentage of property left to beneficiaries (family, friends, charities) after any specific gifts and charities cash gifts are given. Specific Gifts(optional): Personal items (such as jewelry , haircoms, art etc) or cash amounts to be given to family or friends. Charitable Gifts(optional): Cash gifts or other items to be given to charities

Please tell us about the life insurance proceeds that will be put into the trust Policy Proceeds # 1

Please tell us about the business interest that will be put into the trust

Please tell us about the financial accounts that will be into the trust. This includes your bank accounts, brokerage accounts , mutual funds,etc.).

Name of Financial Institution :

Please tell us about the financial accounts that will be into the trust. This includes your bank accounts, brokerage accounts , mutual funds,etc.).

Name of Financial Institution

Please tell us about the real estate that will be put into the trust . As an optional service , a new deed can be prepared to transfer your real estate to the trust If you would like to change or remove a property where you had previously selected for a deed to be prepared .

Address: (Street address, City, State, Zip code)

Address: ( Street Address, City, State, Zip code)

This section will ask you to enter details about the property that will be put into this trust. There are two sets of questions in this section.

You will be asked to select the types of property to be included in the trust (e.g. real estate savings accounts, business interests, personal goods, jewelry, art, furniture, etc.).

You will be asked to provide the details and owners of each item of property to be included in the trust.

If you have multiple residences, enter the address on your driver’s license

At the beginning of the questionnaire, you indicated that your spouse is putting property into the trust.

(First, Middle, Last Name)

Please list all born and adopted children of you /or your spouse.

Full Name (First, Middle and Last ) Parents of Child

Full Name (First Middle and Last Name)

Please enter your full legal name (as it appears on your driver’s license ) (First, Middle name, Last Name)