Personal Information Form for Trust Preparation

Personal Information Form for Trust Preparation

Personal Information Form for Trust Preparation

Dated: __________________

Banking accounts:
Certificates of deposit:
Stock Brokers:
Stocks not held by brokers:
Parcels of real estate owned:
Mortgages/liens against the real estate:
C.P.A/Tax preparer:
Powers of attorney given to:
Debts owed me:
Litigation in which I am a party:
Attorney handling such litigation:
Burial plot and information regarding pre-paid burial plans:
Safe deposit boxes:
Life insurance policies:
Partnership interests:
Debts which I owe:
Persons jointly responsible for these debts, if any:
Location of other valuables:
Location of will/living trust:
Location of other important documents:
Special instructions:

Copies of the foregoing have been added to this file as exhibits.

Personal Information Form for Trust Preparation
Review List

This review list is provided to inform you about this document in question and assist you in its preparation.  You should fill out a personal information form for each member of your family and, if possible, include the related documents.  This project should be undertaken as a first draft; followed up upon at a later point so the task is not too daunting.  With the idea that any information provided is better than none, get to work on this promptly, at least as a first cut to the problem.

1. Make a copy.  Update it once a year on a known anniversary date (e.g., birthday; January 1).
2. Keep a copy with your will/estate plan information.  Give a copy to your spouse, if you have one.



The information in this document is designed to provide an outline that you can follow when formulating business or personal plans. It is provided as is, and isn’t necessarily endorsed or approved by Due to the variances of many local, city, county and state laws, we recommend that you seek professional legal counsel before entering into any contract or agreement.

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