Identifying information

Enter your personal details exactly as they should appear in your trust documents.

First *

Middle *

Last *

Suffix

Custom suffix

Date of birth *

Legal relationship status *

Spouse / partner

First *

Middle *

Last *

Suffix

Custom suffix

Prior divorce

First *

Middle *

Last *

Suffix

Custom suffix

Date divorce finalized *

County *

State *

Divorced outside of the US

Country / jurisdiction *

Deceased spouse

First *

Middle *

Last *

Suffix

Custom suffix

Date of death *

County *

State *

Died outside of the US

Country / jurisdiction *

Street address *

Enter address manually

Street

Unit

City

State

ZIP

County

Do you have children?

Do you have biological children, step-children, or adopted children? *

Children

Trust goals & beneficiaries

Add each beneficiary below. If they also serve in another role (e.g. trustee), you won't need to re-enter their details later.

Trust name

What do you want to name your trust? *

Beneficiaries 0

For each beneficiary, enter their information and specify a contingency plan. If they also serve in another role (e.g. trustee), you won't need to re-enter their details later.

Charitable beneficiaries

If you named a charitable organization as a beneficiary, do you want to support a particular program within that organization, or do you wish to offer general support?

Organization name & specific program (if any) *

Concerns

Are you concerned about anyone making a fuss of any kind? Is there anyone immediately related to you or to a beneficiary who you do not want to receive anything from your trust?

Additional goals

In your own words, what are your goals for your living trust? Who do you want to receive your property after you pass?

1. Please include the beneficiary's relationship to you (e.g. my sister A). 2. For each beneficiary, include two backup plans. 3. If you name multiple beneficiaries, consider what happens if any predecease you.

Trustees

The alternate trustee is the person who will carry out the instructions in your trust after the original trustee(s) pass away or are incapacitated. The secondary alternate trustee is the backup if your named alternate trustee cannot serve. If you named your spouse as a co-trustee, you must name someone else as alternate trustee.

Spouse as co-trustee

Do you want your spouse to be a co-trustee with you? *

This means your spouse will have the same access to the trust as you do. After one spouse dies, the surviving spouse will continue to act as trustee of the trust.

Alternate and successor trustees

Name your alternate trustee first, then your second alternate. If someone is already in your registry, choose "Already added" to select them.

Trust committee

Name three additional people to form a committee to appoint a trustee if both your alternate and second alternate trustees are unable to serve.

Name one person to serve as interim trustee during any vacancy

Consider naming someone who will also be on the trust committee.

Compensation

Should the alternate trustee(s) be compensated for their work? *

Designation of executor

An executor is the person who will manage the distribution of your estate according to your will.

Although you are creating a trust, it is important to have a will as a backup vehicle to transfer any remaining property into your trust. (Ideally it never needs to be used because all of your property will be in the trust.)

It is okay if the executor of your estate is also your spouse, child, or a beneficiary. It is also okay if your executor is also the trustee. No special skills are necessary.

Executor chain

Name your executor first, then your alternate executor. Texas generally permits any competent adult to serve.

Compensation

Should your executor be compensated for their work? *

Deed transferring real property to trust

Financial power of attorney

Your financial POA agent is the person who will pay your bills and handle financial matters in the event of your incapacity.

Choose someone you trust who is likely to be available in an emergency. Someone who lives far away may not be your best choice.

Statutory Durable Power of Attorney (SDPOA)

Immediate

Your agent can act at any time, even if you are not incapacitated.

Springing

Only effective when a physician certifies incapacity.

SDPOA agent

Medical power of attorney

Your MPOA agent is the person who will speak to doctors and make medical decisions on your behalf in the event of your incapacity.

Choose someone you trust who is likely to be available in an emergency. Someone who lives far away may not be your best choice.

MPOA agent

HIPAA release of information authorization

You may authorize medical professionals to release your otherwise-protected medical information to up to three people.

HIPAA representatives 0 / 3

Advance directive

Advance directive — terminal condition

If you have a terminal condition and are expected to die within six months, even if you are on life support, do you want to:

Stay on life support

Be taken off life support

Let my doctor and MPOA agent decide

Additional instructions (optional)

Advance directive — irreversible condition

If you have an irreversible condition and are not expected to be able to live without life support, do you want to:

Stay on life support

Be taken off life support

Let my doctor and MPOA agent decide

Additional instructions (optional)

Anatomical gifts

Yes — I already have a heart on my Texas driver's license indicating this

Yes — I would like to make a gift of any needed organ or body part

Yes — I have more specific gifts I would like to make

Let my agent decide

No — I do not wish to make anatomical gifts

Please explain your specific wishes *

Would you like your anatomical gifts to be used only for therapeutic treatment and transplants, or are you willing for them to additionally be used for research and education? *

Therapeutic treatment and transplants only

Willing to additionally support research and education

Disposition of remains

Appoint someone to ensure your last wishes are carried out.

Agent for disposition of remains

Burial & cremation wishes

Do you have any specific instructions regarding cremation, burial, or other last wishes? You may also make arrangements directly with a funeral home and include its name here.

Review & submit

Review your information below. Use the sidebar to go back and make corrections.

Certification

I certify that the information provided is accurate and complete to the best of my knowledge. I understand my attorney will rely on this information to prepare my estate planning documents, and that inaccurate information may result in a plan that does not reflect my intentions. I understand that submitting this form does not create an attorney-client relationship, and that a separate engagement letter will be provided before legal services commence.

I agree and am ready to submit.

Living Trust Intake

People in your form

Identifying information

Trust goals & beneficiaries

Trustees

Designation of executor

Deed transferring real property to trust

Financial power of attorney

Medical power of attorney

HIPAA release of information authorization

Advance directive

Anatomical gifts

Disposition of remains

Review & submit

Intake submitted