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What is an LDA?
- Disclaimer
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Client Intake Portal
- Living Trust Questionnaire
- Property Transfer
FAQ

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Home Page
What is an LDA?
- Disclaimer
About Us
Services
Client Intake Portal
- Living Trust Questionnaire
- Property Transfer
FAQ

Home Page
What is an LDA?
- Disclaimer
About Us
Services
Client Intake Portal
- Living Trust Questionnaire
- Property Transfer
FAQ

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

TRUST TYPE & SETTLOR INFORMATION

1. TYPE OF TRUST*

INDIVIDUAL TRUST (One person only)

JOINT TRUST (Married couple or domestic partners)

2. TRUST STRUCTURE*

REVOCABLE LIVING TRUST (Can be changed or cancelled anytime)

IRREVOCABLE TRUST (Cannot be changed once signed)

REASON*

Medicaid/Long-term care planning

Special Needs Trust

Tax planning

Asset protection

Other

Other:

3. TRUST FORMAT*

LONG FORM TRUST (Detailed provisions, all terms spelled out - recommended for most clients)

SHORT FORM TRUST (Basic provisions, refers to California law for details)

4. PRIMARY SETTLOR (Person Creating the Trust)

Full Legal Name:

(Exactly as shown on driver's license or ID)

Also Known As/AKA:

(Any other names you've used - maiden name, previous married names, etc.)

Social Security Number:

Date of Birth:

MM slash DD slash YYYY

Current Marital Status:

Married

Single

Divorced

Widowed

Domestic Partnership

Home Address:

Full Address City State ZIP Code

Email:

Phone:

Cell:

5. CO-SETTLOR / SPOUSE (Complete ONLY if Joint Trust)

Full Legal Name:

Also Known As/AKA:

Social Security Number:

Date of Birth:

MM slash DD slash YYYY

Email:

Date of Marriage:

MM slash DD slash YYYY

Phone:

Cell:

6. EXISTING TRUST

Do you currently have a living trust?

Yes

Trust Name:

Date Created:

MM slash DD slash YYYY

Action:

Revoke old trust and create new one

Amend existing trust

Restate existing trust (keep same name/date, rewrite completely)

CHILDREN & FAMILY

1. Do you have any children (biological, adopted, or step)?

Yes

List ALL children:

CHILD #1:

Full Name:

Date of Birth:

MM slash DD slash YYYY

Age:

Relationship:

Your biological

Your adopted

Stepchild

Deceased

Address:

Phone:

Special Needs/Disabled?

Yes

Receives government benefits (SSI/Medi-Cal)?

Yes

CHILD #2:

Full Name:

Date of Birth:

MM slash DD slash YYYY

Age:

Relationship:

Your biological

Your adopted

Stepchild

Deceased

Address:

Phone:

Special Needs/Disabled?

Yes

Receives government benefits (SSI/Medi-Cal)?

Yes

CHILD #3:

Full Name:

Date of Birth:

MM slash DD slash YYYY

Age:

Relationship:

Your biological

Your adopted

Stepchild

Deceased

Address:

Phone:

Special Needs/Disabled?

Yes

Receives government benefits (SSI/Medi-Cal)?

Yes

CHILD #4:

Full Name:

Date of Birth:

MM slash DD slash YYYY

Age:

Relationship:

Your biological

Your adopted

Stepchild

Deceased

Address:

Phone:

Special Needs/Disabled?

Yes

Receives government benefits (SSI/Medi-Cal)?

Yes

2. GUARDIAN FOR MINOR CHILDREN (If you have children under 18)

First Choice Guardian:

Name:

Address:

Phone:

Relationship:

Second Choice (Alternate):

Name:

Address:

Phone:

Relationship:

TRUSTEES

1. INITIAL TRUSTEE (While you are alive)

I (we) will serve as trustee(s)

2. SUCCESSOR TRUSTEE (Takes over when you die or become incapacitated)

First Choice Successor Trustee:

Name:

Address:

Address City State / Province / Region ZIP / Postal Code

Phone:

Social Security Number:

Relationship to you:

Second Choice (Alternate):

Name:

Address:

Address City State / Province / Region ZIP / Postal Code

Phone:

Social Security Number:

BENEFICIARIES & DISTRIBUTION

1. FOR JOINT TRUST ONLY: When FIRST spouse dies, what happens?

Everything stays in trust for surviving spouse to use during their lifetime

Split assets now - some to spouse, some to children

Other

Other:

2. PRIMARY BENEFICIARIES (Who inherits when you die, or when 2nd spouse dies)

All my children equally

Specific people in specific percentages (list below)

Other arrangement

Other arrangement:

If listing specific beneficiaries and percentages:

Name:

Percentage:

Address:

Name:

Percentage:

Address:

Name:

Percentage:

Address:

Name:

Percentage:

Address:

TOTAL MUST EQUAL 100%:

3. IF A BENEFICIARY DIES BEFORE YOU, their share goes to:

Their children (your grandchildren)

Divide among remaining beneficiaries

Other

Other:

4. DISTRIBUTION METHOD (check one):

OUTRIGHT DISTRIBUTION
Beneficiaries receive their inheritance immediately with no restrictions.
(Most common for adult beneficiaries)

LIFETIME TRUST (For some or all beneficiaries) Keep inheritance in trust managed by trustee. Good for: - Minor children - Beneficiaries with disabilities - Beneficiaries with substance abuse issues - Beneficiaries who aren't good with money - Protection from creditors/divorce

Lifetime Trust, check applicable:

For ALL beneficiaries

Only for beneficiaries under age

Only for these specific beneficiaries

Age

Only for these specific beneficiaries:

Trustee can distribute for (check all that apply):

Health and medical care

Education (college, trade school, etc.)

Basic living expenses (rent, food, utilities)

Home purchase (down payment)

Starting a business

AGE-BASED DISTRIBUTION (Staggered over time)

COMBINATION

At Age

Remainder at age

Outright to adult beneficiaries age and older

Hold in trust for beneficiaries under age

5. SPECIAL NEEDS TRUST PROVISION

Do you have a beneficiary with disabilities who receives government benefits?

Yes

beneficiary name:

This will require Special Needs Trust provisions to protect their benefits.

SPECIFIC BEQUESTS (GIFTS)

These gifts are made BEFORE the remainder is divided among your primary beneficiaries.

1. CASH BEQUESTS

Do you want to leave specific dollar amounts to anyone?

Yes

Recipient:

Amount:

Address:

Recipient:

Amount:

Address:

Recipient:

Amount:

Address:

2. CHARITABLE BEQUESTS

Do you want to leave anything to charity?

Yes

Charity Name:

Address:

Amount OR Percentage:

Amount

Percentage

Amount:

Percentage:

% of estate

3. SPECIFIC PERSONAL PROPERTY BEQUESTS

Do you want to give specific items to certain people?

Yes

(Examples: jewelry, car, gun collection, artwork, furniture)

Item:

To:

Item:

To:

Item:

To:

Item:

To:

4. REAL PROPERTY BEQUESTS (Houses, Land, etc.)

Do you want to leave real property to specific people?

Yes

Property Address:

Leave to:

Do you want to leave real property to specific people?

Outright ownership

Can live there for _____ years, then sell and divide proceeds

Can live there for life, then property goes to: ________________________

Years

then property goes to:

5. TANGIBLE PERSONAL PROPERTY (Furniture, household items, jewelry, etc.)

All other personal property not specifically mentioned above:

Divide equally among my children

Give all to: ______________________________________

Trustee decides how to distribute

Include in residuary estate (divided per Section 4)

then property goes to:

6. DISINHERITANCE

Are there any relatives you specifically DO NOT want to inherit?

Yes

list names:

TRUST FUNDING (What Goes in the Trust)

1. REAL PROPERTY (Houses, land, etc.)

Property #1:

Address:

Approximate Value:

Mortgage Balance:

Owners Listed on Deed:

Do you want deed prepared to transfer to trust?

Yes

E-recording service needed?

Yes

Property #2:

Address:

Approximate Value:

Mortgage Balance:

Do you want deed prepared to transfer to trust?

Yes

2. BANK ACCOUNTS (Checking, Savings, Money Market, CDs)

Approximate total in all bank accounts:

Do you want us to provide trust certification letter for bank?

Yes

(You will take this to your bank to retitle accounts into trust name)

3. INVESTMENT ACCOUNTS (Brokerage, Stocks, Bonds, Mutual Funds)

Approximate total in investment accounts:

4. LIFE INSURANCE POLICIES

Policy #1:

Insurance Company:

Death Benefit:

Current Beneficiary:

Do you want to change beneficiary?

Yes

No, keep current beneficiary

change to:

5. RETIREMENT ACCOUNTS (IRA, 401k, 403b, etc.)

NOTE: Do NOT transfer retirement accounts to trust (tax penalty). This is for information only.

Approximate total in retirement accounts:

Current Beneficiary:

Do you want to review beneficiary designations?

Yes

6. VEHICLES

Do you own vehicles you want to list?

Yes

(Note: In California, vehicles can transfer without probate. Usually not necessary to put in trust unless very valuable.)

7. BUSINESS INTERESTS

Do you own any business?

Yes

Business Name:

Type:

Sole Proprietorship

Partnership

LLC

Corporation

Your Ownership:

8. OTHER SIGNIFICANT ASSETS

Cryptocurrency

Valuable collections (art, antiques, coins, etc.)

Firearms

Intellectual property (patents, copyrights, royalties)

Other

Estimated value:

Value:

Other:

9. DEBTS

Approximate Total Debts (mortgages, loans, credit cards):

10. ESTIMATED NET WORTH

Total Assets:

Total Debts:

Net Worth:

ADDITIONAL DOCUMENTS

Your living trust package includes:

Revocable Living Trust

Pour-Over Will

Certification of Trust

Assignment of Personal Property

Trust Funding Instructions

Do you also want these documents?

Durable Power of Attorney for Finances

Advanced Healthcare Directive

HIPAA Authorization - Included with Healthcare Directive

Durable Power of Attorney for Finances - $_____ (add-on)

Advanced Healthcare Directive - $_____ (add-on)

Agent for Power of Attorney (handles finances if incapacitated):

Name:

Alternate:

Agent for Healthcare Decisions (makes medical decisions if incapacitated):

Name:

Alternate:

PREFERENCES & NOTES

1. PET CARE

Do you have pets you want to provide for?

Yes

Pet Name/Type:

Caregiver:

Amount for pet care:

2. FINAL ARRANGEMENTS

Preference:

Burial

Cremation

Donation to Science

No preference

Pre-arranged funeral?

Yes

Funeral Home:

Cemetery plot purchased?

Yes

Location:

3. SPECIAL INSTRUCTIONS OR CONCERNS

Is there anything else we should know to prepare your trust properly?

PACKAGE SELECTION & PAYMENT

PACKAGE PRICING:

Basic

Complete Planning

Special Need

Irrevocable

Additional property

Amendment living trust

Addons

Deed preparation- $275 per deed Quantity

Price: $275.00

Quantity

Electronic recording $50 per deed Quantity

Price: $50.00

Quantity

TOTAL FEE:

PAYMENT METHOD:

Email*

You will receive receipt

Credit Card*

Cardholder Name

Card Details

ACKNOWLEDGMENT AND AUTHORIZATION

I/We understand that:

1. TrustPoint Disability & Legal Services is a Legal Document Assistant service (LDA #268). Quinnie is NOT an attorney and cannot provide legal advice.

2. I am directing TrustPoint to prepare documents based on the information I have provided in this questionnaire.

3. I will review all documents carefully before signing.

4. If I have complex legal issues, I may want to consult an attorney.

5. All information I have provided is true and correct to the best of my knowledge.

CLIENT SIGNATURE:

DATE:

MM slash DD slash YYYY

PRINT NAME:

SPOUSE/CO-SETTLOR SIGNATURE:

DATE:

MM slash DD slash YYYY

PRINT NAME:

OFFICE USE ONLY:

Date Received: ___/___/_______

Package Selected: _____________________

Total Fee: $_________

Payment Received: $_________

Expected Completion: ___/___/_______

TrustPoint Disability & Legal Services

Registration: LDA268

Expiration: 03/17/2027

Process serving provided by partner Fingerscan Digital Inc (Reg. PS1904)

Mon-Fri 10:00am - 6:00pm
434 Blossom Hill Rd
San Jose CA 95123
(408) 766-3532
[email protected]

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Home Page
What is an LDA?
- Disclaimer
About Us
Services
Client Intake Portal
- Living Trust Questionnaire
- Property Transfer
FAQ

Home Page
What is an LDA?
- Disclaimer
About Us
Services
Client Intake Portal
- Living Trust Questionnaire
- Property Transfer
FAQ

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IMPORTANT: I am not an attorney. I can only provide self-help services at your specific direction. Registered and Bonded Legal Document Assistant – Registration #268, Santa Clara County

TRUST TYPE & SETTLOR INFORMATION

CHILDREN & FAMILY

TRUSTEES

BENEFICIARIES & DISTRIBUTION

SPECIFIC BEQUESTS (GIFTS)

TRUST FUNDING (What Goes in the Trust)

ADDITIONAL DOCUMENTS

PREFERENCES & NOTES

PACKAGE SELECTION & PAYMENT

ACKNOWLEDGMENT AND AUTHORIZATION

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