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

Spouse or partner's full legal name *

Prior divorce

Former spouse's full name *

Date divorce finalized *

County & state where divorced *

Deceased spouse

Spouse's full name *

Date of death *

County & state *

Street address *

Enter address manually

Street

Unit

City

State

ZIP

County

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 their share and 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

You are the initial trustee of your own trust. Name successors who step in if you are unable or unwilling to serve.

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? *

Executor

Your executor is responsible for winding up your affairs at death — locating your will, gathering assets, paying expenses, and distributing property to those named in your will.

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? *

Real property

List real estate you intend to transfer into the trust. Add each parcel separately.

Financial power of attorney

Your financial POA agent handles financial and legal decisions if you become incapacitated. This authority ends at your death.

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 (MPOA) & advance directives

Your MPOA agent has the legal authority to make medical decisions on your behalf if you cannot communicate your own wishes.

MPOA agent

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:

Stay on life support

Be taken off life support

Let my doctor and MPOA agent decide

Additional instructions (optional)

Advance directive — permanent unconscious state

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

Stay on life support

Be taken off life support

Let my doctor and MPOA agent decide

Additional instructions (optional)

HIPAA representatives

These individuals are authorized to receive your protected health information. You may name up to three HIPAA designated representatives.

HIPAA representatives 0 / 3

Disposition of remains

Name the people authorized to make decisions about your remains and record any specific wishes you have.

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.

Anatomical gifts

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

Children & guardianship

Do you have children?

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

Children

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

Identifying information

Trust goals & beneficiaries

Trustees

Executor

Real property

Financial power of attorney

Medical Power of Attorney (MPOA) & advance directives

HIPAA representatives

Disposition of remains

Children & guardianship

Review & submit

Intake submitted