Trust Consultation Form

Full Legal Name (Grantor 1)

First name: Last name: Email Address The Grantor is the person that sets up the trust and will be able to make changes to the trust. Must be over age of 18

Preferred Name (Grantor)

Street Address (Grantor)

Street

City

State/Province

Zip/Postal Code

Country

Date of birth (Grantor)

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Phone Number (Grantor)

Format:+123-456-7890

US citizen? (Grantor)

Are you married? (Grantor)

Full Legal Name (Co-Grantor)

First name: Last name: Email Address

Preferred Name (Co-Grantor)

Street Address (Co-Grantor)

Street

City

State/Province

Zip/Postal Code

Country

Date of birth (Co-Grantor)

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Phone Number (Co-Grantor)

Format:+123-456-7890

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). This person must be over 18 years of age.

Beneficiary Information

1. Primary Beneficiary:

First name: Last name: Date of Birth

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2. Secondary Beneficiary:

First name: Last name: Date of Birth

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We will need to name the beneficiary(ies) of the trust. Please provide the full legal names AND AGES of the people that will benefit from the trust assets

Any other information you would like to provide

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Identity Verification

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