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Belmont, CA, 94002
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family trustee form
Family Name
*
Preferred Family Name? Ex. DiFonzo, DiFonzo-Hoeg
Type of Family Trust:
Survivor's Trust
A-B Trust
1. First Choice Trustee
First Name
Last Name
Trustee role to be held:
alone.
Relationship
Mother, Brother-in-law, Aunt, Family Friend
First Trustee Spouse
Only include name if you want them to have managerial rights over your assets.
First Name
Last Name
Trustee role to be held:
so long as they are married.
jointly. (May extend Trustee role to both parties in a divorce.)
Relationship
Mother, Brother-in-law, Aunt, Family Friend
Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Phone
(###)
###
####
2. Second Choice Trustee
First Name
Last Name
Trustee role to be held:
alone.
Relationship
Mother, Brother-in-law, Aunt, Family Friend
Second Trustee Spouse
Only include name if you want them to have managerial rights over your assets.
First Name
Last Name
Trustee role to be held:
so long as they are married.
jointly. (May extend Trustee role to both parties in a divorce.)
Relationship
Mother, Brother-in-law, Aunt, Family Friend
Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Phone
(###)
###
####
3. Third Choice Trustee
First Name
Last Name
Trustee role to be held:
alone.
Relationship
Mother, Brother-in-law, Aunt, Family Friend
Third Trustee Spouse
Only include name if you want them to have managerial rights over your assets.
First Name
Last Name
Trustee role to be held:
so long as they are married.
jointly. (May extend Trustee role to both parties in a divorce.)
Relationship
Mother, Brother-in-law, Aunt, Family Friend
Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Phone
(###)
###
####
Notes & Questions for Attorney:
Thank you!
Trust beneficary form
Our Named Beneficiary:
Our only child.
Our children, equally.
Other Named Beneficiary.
Other Beneficiary Provisions:
Distribution Age to Beneficiary
What age do you want your Beneficiary to take their distribution? For example: Age 22, 25, 30? Or a schedule, 1/3 @ 22, remainder at 26?
Contingency Beneficiary
In the case Settlor's and their Beneficiaries do to survive, and the Beneficiaries do not have heirs, who would the assets to go to; typically family members or charities. Please list Names & Percentages for multiple Beneficiaries.
Notes & Questions
Thank you!
