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Alam One Stop Tax and Accounting Services

Alam One Stop Tax and Accounting. Services, Inc

3933 Baronet Ct., San Jose, CA 95121

(408)202-0306

Estate Planning Application:

Name of Living Trust
Do you want this trust to have a different name?:*
If yes, put details
Additional instructions for trustees: Do you and your spouse want to include any additional instructions regarding trust management or distribution ?
If yes please put details
Additional instructions for Executors or Guardians: Do you and your spouse want to include any additional instructions for your executors or guardian?
If yes please put details
Statement of Interment and Final Wishes: Would you and your spouse like to inlude any instructions about final resting place, funeral, or the handling of your remains?
If yes please put details
o you and your spouse want to name guardians for minor children?: A guardian takes care of a minor child if both their parents have passed away or are incapacitated. The guardian will have legal custody of a minor child until they become an adult.
If yes put details
Full Name ( First, Middle, Last Name)
Full Name(First, Middle and Last Name)
Representatives are the people who will carry out your wishes included in your trust regarding property , gifts,subtrusts and care for minor children There are three types of representatives whinin Living trust: Trustees: Successor trustees will manage the trust property ,gifts and subtrusts after the grantiors have passed away or become incapacited . Executors: Executors are responsible for carrying out the wishes in a pour -over will. It is common for the successor trustee to also act as executor . Guardian: You can name guardians to care for minor children , lf applicable
You can name a guardian for your minor children, if applicable. You can add wishes for burial cremation and funeral services
Do you want to include a pour-over will for you and your spouse?
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.
Do you want any of your gifts held in a subtrust?:
Now that you have chosen who you want to receive general gifts, you have the option of including specific and charitable gifts.
Specific Gifts (optional) Would you like to include specific gifts (such as jewelry, artwork, cash amounts) in the trust
Charitable Gifts (Optional) Would you like to include charitable gifts (cash amount to charitable schools, ect) in the trust?
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
Do you want to put all of your jewelry, furniture , artwork and other personal property into the trust?
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)
Would you like a transfer deed prepared for this property? Additional fees apply:
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)
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