Estate Plan Married Couple Questionnaire

Feel free to fill this lengthy form out on your own. PLEASE NOTE, if convenient for you, we would love to walk you through it.

  • We recommend "THE [YOUR LAST NAME] FAMILY TRUST", but you may choose any name.
  • First, Middle or Middle Initial and Last; use Sr. or Jr. when appropriate
  • First, Middle or Middle Initial and Last
    MAXIMUM CONTROL: Maximum control consistent with creditor protection and tax avoidance provided by trust. This option includes the right on the part of the surviving spouse to rename the final trust beneficiaries. In other words, the surviving spouse may completely alter the trust plan after the death of one spouse. This option is similar to a joint bank account, giving total control to the surviving spouse. MEDIUM CONTROL: Authority to spend money, as needed, to maintain the surviving spouse. Since the surviving spouse is usually the sole trustee, he or she may access funds of the deceased spouse, with limited accountability to the final heir(s). This is intended to prevent assets of the deceased spouse from going to someone who is an “outsider” to the trust, especially a future spouse. The surviving spouse may alter the trust, as long as it remains with at least one of the originally-named heirs; some heirs may be excluded, however. LIMITED CONTROL: Access to funds, if needed, with full accountability to the final heirs. Under this option, the surviving spouse may spend the income from the deceased spouse’s assets; principal may also be accessed (including all of it, if needed) but the surviving spouse is legally accountable and must justify his or her need to the final heir(s), if asked. The surviving spouse may not make any revisions to the deceased spouse’s final disposition (at the surviving spouse’s death).
  • NameRelationshipPercentageIf Heir Doesnt Survive Option 
    Add a new row
    ***** FOR RELATIONSHIP: If heir is a son or daughter select: H = husband’s child, W = wife’s child, J = joint child ***** PERCENTAGE: Please do not exceed 100% in total. ***** FOR HEIR DOESN'T SURVIVE: 1 = If heir doesn't survive, to his/her own descendants (children, grandchildren, etc.), if any, otherwise pro rata to other beneficiaries. 2 = If heir doesn't survive, to his/her spouse, if any, otherwise pro rata to other beneficiaries. 3 = If heir doesn't survive, to his or her descendants (children, grandchildren, etc.), if any, otherwise to his or her spouse, if any, otherwise pro rata to other beneficiaries. 4 = If heir doesn't survive, to his or her spouse, if any, otherwise to his or her descendants (children, grandchildren, etc.), if any, otherwise pro rata to other beneficiaries. 5 = If heir doesn't survive, pro rata to other beneficiaries and not to the heir’s spouse or descendants (children, grandchildren, etc.).
  • NameRelationshipPercentageIf Heir Doesnt Survive Option 
    Add a new row
    ***** FOR RELATIONSHIP: If heir is a son or daughter select: H = husband’s child, W = wife’s child, J = joint child ***** PERCENTAGE: Please do not exceed 100% in total. ***** FOR HEIR DOESN'T SURVIVE: 1 = If heir doesn't survive, to his/her own descendants (children, grandchildren, etc.), if any, otherwise pro rata to other beneficiaries. 2 = If heir doesn't survive, to his/her spouse, if any, otherwise pro rata to other beneficiaries. 3 = If heir doesn't survive, to his or her descendants (children, grandchildren, etc.), if any, otherwise to his or her spouse, if any, otherwise pro rata to other beneficiaries. 4 = If heir doesn't survive, to his or her spouse, if any, otherwise to his or her descendants (children, grandchildren, etc.), if any, otherwise pro rata to other beneficiaries. 5 = If heir doesn't survive, pro rata to other beneficiaries and not to the heir’s spouse or descendants (children, grandchildren, etc.). ***** NOTE: Charities that are listed in above question must be listed here also if you intend for them to inherit in the event the individuals in above question are all deceased.
  • NameRelationship 
    Add a new row
    4 options: choose one. Note: Funds will be available before distribution age(s) for education, health care, support and maintenance.
  • Manually input the age if you do not like the options listed in question above
  • NOTE - Spouse is automatically first choice; do not enter spouse’s name
  • NOTE - Spouse is automatically first choice; do not enter spouse’s name
  • NOTE - Spouse is automatically first choice; do not enter spouse’s name
  • (The decision is non-binding; both parties have to agree to accept this person’s decision)
  • Give full legal name