Trust Consultation Form

Full Legal Name (Grantor 1)

First name: Last name: Please enter your full legal name

Preferred Name (Grantor)

Street Address (Grantor)

Street

City

State/Province

Zip/Postal Code

Country

Email Address (Grantor)

Date of birth (Grantor)

Phone Number (Grantor)

Format: +123456789

US citizen? (Grantor)

Are you married? (Grantor)

Full Legal Name (Co-Grantor)

First name: Last name:

Preferred Name (Co-Grantor)

Street Address (Co-Grantor)

Street

City

State/Province

Zip/Postal Code

Country

Email Address (Co-Grantor)

Date of birth (Co-Grantor)

Phone Number (Co-Grantor)

Format: +123456789

US citizen? (Co-Grantor)

Are you married? (Co-Grantor)

Florida Real Estate Assets

Trustee Information

1. Primary Trustee:

First name: Last name: Mailing Address

2. Backup Trustee:

First name: Last name: Mailing Address

We will need to name a trustee (manager) of your trust. Please provide the full legal name AND MAILING ADDESSES of your trustee(s) and backup trustee(s)

Beneficiary Information

1. Primary Beneficiary:

First name: Last name: Date of Birth

2. Secondary Beneficiary: