?Is this Agreement being prepared to amend a prior Living Trust?
{NEXT_?}
Name: |City: |State: |
LTRUST01
Who will be the Trustee?
LVT01013
Spouse: |
LTRUST01
)What is the name of the Grantor's spouse?
If desired, enter the name of the Grantor's spouse. Use the P.I. Manager to select and paste a record. Press [Ctrl+F1] for more information regarding the rights of the spouse.
LVT01007
LVT01013
Frequency of distributions:#|
LTRUST02
4How often will distributions be made to the Grantor?
During the Grantor's life, the Trustee shall distribute all of the net income of this Trust to or for the benefit of the Grantor, or as the Grantor may designate. Enter the frequency of these distributions.
{NEXT_?}
Yes, debts and expenses will be paid first.
LTRUST03
]Will distributions of the Trust be made only after the Grantor's debts and expenses are paid?
Enter an X if, upon the Death of the Grantor, distributions will be made only after the payment of the Grantor's just debts, funeral expenses, and expenses of last illness. This phrase is usually included.
{NEXT_?}
Yes, specific distributions shall be made only if the Grantor's:spouse does not survive the Grantor.spouse and children do not survive the Grantor.
LTRUST04
yWill specific distributions of the Trust be made only if the Grantor's spouse and/or children do not survive the Grantor?
LVT04013
shall be distributed to:#|
LTRUST04
:What is the first distribution and who is the beneficiary?
LVT04015
Residuary assets of the TrustAlternate beneficiary:Name: |
LTRUST04
If the previous beneficiary does not survive the Grantor, will an alternate beneficiary be named, or will the distribution be added to the residuary assets?
LVT04018
Yes, include additional distributions.
LTRUST04
9Do you wish to include additional specific distributions?
{NEXT_?}
Yes, specific distributions will be included.
LTRUST04
<Will specific distributions be included in the Living Trust?
LVT04003
{NEXT_?}
shall be distributed to:#|
LTRUST05
4What is the distribution and who is the beneficiary?
Residuary assets of the Trust
Alternate beneficiary:
Name: |
LTRUST05
If the previous beneficiary does not survive the Grantor, will an alternate beneficiary be named, or will the distribution be added to the residuary assets?
Yes, include additional distributions.
LTRUST05
9Do you wish to include additional specific distributions?
{NEXT_?}
shall be distributed to:#|
LTRUST06
4What is the distribution and who is the beneficiary?
Residuary assets of the Trust
Alternate beneficiary:
Name: |
LTRUST06
If the previous beneficiary does not survive the Grantor, will an alternate beneficiary be named, or will the distribution be added to the residuary assets?
Yes, include additional distributions.
LTRUST06
9Do you wish to include additional specific distributions?
{NEXT_?}
shall be distributed to:#|
LTRUST07
4What is the distribution and who is the beneficiary?
Residuary assets of the Trust
Alternate beneficiary:
Name: |
LTRUST07
If the previous beneficiary does not survive the Grantor, will an alternate beneficiary be named, or will the distribution be added to the residuary assets?
Yes, include additional distributions.
LTRUST07
9Do you wish to include additional specific distributions?
{NEXT_?}
shall be distributed to:#|
LTRUST08
4What is the distribution and who is the beneficiary?
Residuary assets of the Trust
Alternate beneficiary:
Name: |
LTRUST08
If the previous beneficiary does not survive the Grantor, will an alternate beneficiary be named, or will the distribution be added to the residuary assets?
Yes, include additional distributions.
LTRUST08
9Do you wish to include additional specific distributions?
{NEXT_?}
shall be distributed to:#|
LTRUST09
4What is the distribution and who is the beneficiary?
Residuary assets of the Trust
Alternate beneficiary:
Name: |
LTRUST09
If the previous beneficiary does not survive the Grantor, will an alternate beneficiary be named, or will the distribution be added to the residuary assets?
SpouseChildrenNamed beneficiaries
LTRUST10
LWho is the first choice to receive the Grantor's tangible personal property?
Enter an X if named beneficiaries (persons and/or entities) are the first choice to receive the tangible personal property. If you select this option, you will be asked to name the beneficiaries and the method of distribution (either in equal shares or specific percentages).
{NEXT_?}
Yes, include personal property section.
LTRUST10
\Do you want to include information regarding the distribution of tangible personal property?
LVT10003
{NEXT_?}
ChildrenResiduary assets of the trustNamed beneficiaries
LTRUST11
]If the Grantor's spouse does not survive the Grantor, who will receive the tangible property?
Enter an X if the tangible personal property should be distributed to named beneficiaries (persons and/or entities) if the spouse does not survive the Grantor. If you select this option, you will be asked to name the beneficiaries and the method of distribution (either in equal shares or percentages).
{NEXT_?}
Residuary assets of the TrustNamed beneficiaries
LTRUST12
oIf none of the Grantor's children or grandchildren survive the Grantor, who will receive the tangible property?
Enter an X if the tangible personal property should be distributed to named beneficiaries (persons and/or entities) if the Grantor's children and grandchildren do not survive the Grantor. If you select this option, you will be asked to name the beneficiaries and the method of distribution (either in equal shares or percentages).
{NEXT_?}
Equal sharesPercentages
LTRUST13
SHow will the Grantor's tangible property be distributed to the named beneficiaries?
LVT13004
%0;FQ
'2=HS|% [Percentages selected]
(3>ITName: |
)4?JUAddress 1: |
*5@KVAddress 2: |
+6ALWCity: |
!,7BMXState: |
"-8CNYZip: |
#.9DOZ[Include country]
$/:EP[Country: |\\\\\\\|% [Percentages total]
LTRUST13
\0What is the name and address of the beneficiary?
EWho is the first choice to receive the residuary assets of the Trust?
Enter an X if the remaining assets of the trust should be distributed to the Grantor's SPOUSE. The residuary assets of the Trust are the assets that remain after specific distributions have been made and tangible personal property has been distributed. Press [Ctrl+F1] for more information.
Enter an X if named beneficiaries (persons and/or entities) are the first choice to receive the remaining assets of the Trust. If you select this option, you will be asked to name the beneficiaries and the method of distribution (either in equal shares or specific percentages).
\If the Grantor's spouse does not survive the Grantor, who will receive the residuary assets?
Enter an X if the remaining assets of the Trust should be distributed to named beneficiaries (persons and/or entities) if the Grantor's spouse does not survive the Grantor. If you select this option, you will be asked to name the beneficiaries and the method of distribution (either in equal shares or percentages).
HWhat is the name and address of the beneficiary of the residuary assets?
{NEXT_?}
Named beneficiaryHeirs-at-lawNamed beneficiaries
LTRUST16
nIf the Grantor's children and grandchildren do not survive the Grantor, who will receive the residuary assets?
Enter an X if the remaining assets of the Trust should be distributed to named beneficiaries (persons and/or entities) if the Grantor's children and grandchildren do not survive the Grantor. If you select this option, you will be asked to name the beneficiaries and the method of distribution (either in equal shares or percentages).
HWhat is the name and address of the beneficiary of the residuary assets?
{NEXT_?}
Heirs-at-lawNamed beneficiaries
LTRUST17
gIf the Grantor's named beneficiary does not survive the Grantor, who will receive the residuary assets?
Enter an X if the remaining assets of the Trust should be distributed to named beneficiaries (persons and/or entities) if the previously named beneficiary does not survive the Grantor. If you select this option, you will be asked to name the beneficiaries and the method of distribution (either in equal shares or percentages).
{NEXT_?}
If a child of the Grantor does not survive the Grantor, the deceased child's share shall be distributed in equal shares to the child(ren) of the deceased child. If the deceased child has no surviving children of his or her own, his or her share shall be distributed to the Grantor's other children, or to the Grantor's grandchildren, if necessary. The next question asks how the children's share should be distributed if the Grantor has no surviving descendants.
LTRUST18
LVT18190
Equal sharesPercentages
LTRUST18
RHow will the Grantor's residuary assets be distributed to the named beneficiaries?
LVT18177
LVT18187
LVT18004
Yes, a Children's Trust will receive a share or percentage.
LTRUST18
GWill part of the residuary assets be distributed to a Children's Trust?
Enter an X if a share or percentage of the residuary assets will be distributed to the Trustee, to be retained, managed and distributed under the provisions of this Trust entitled "Trust Share for Children".
LVT18222
LVT18007
LTRUST18
QWhat percent of the Grantor's residuary assets will the Children's Trust receive?
Enter the percentage of the residuary assets to be distributed to the Trustee, to be retained, managed and distributed under the provisions of Article III (Trust for Children).
LVT18007
/>M\kz
1@O^m|
|% [Percentages selected]2AP_n}
Name: |3BQ`o~
Address 1: |4CRap
Address 2: |5DSbq
City: |6ETcr
State: |
#|% [Percentages Total]
LTRUST18
"#$%&'
0What is the name and address of the beneficiary?
=L[jy
In equal shares to the other distributee(s) listed under this provision.7FUds
#| To the following beneficiary:8GVet
Name: |9HWfu
Address 1: |:IXgv
Address 2: |;JYhw
City: |<KZix
State: |
LTRUST18
.()*+,-bIf this person or organization does not survive the Grantor, how should this share be distributed?
Yes, the Grantor's spouse will receive a share or percentage.
LTRUST18
?Will the Grantor's spouse receive part of the residuary assets?
Enter an X if a share or percentage of the residuary assets will be distributed to the Grantor's spouse.
LVT18223
LVT18187
LVT18004
LTRUST18
GWhat percent of the residuary assets will the Grantor's spouse receive?
Enter the percentage of the residuary assets to be distributed to the Grantor's spouse.
LVT18180
In equal shares to the other distributee(s) listed under this provision.#| To the following beneficiary:Name: |Address 1: |Address 2: |City: |State: |
LTRUST18
[If the Grantor's spouse does not survive the Grantor, how should this share be distributed?
LVT18187
LVT18004
Yes, the Grantor's child(ren) will receive a share or percentage.
LTRUST18
AWill the Grantor's children receive part of the residuary assets?
LVT18224
LVT18004
LTRUST18
IWhat percent of the residuary assets will the Grantor's children receive?
Enter the percentage of the residuary assets to be distributed to the Grantor's child(ren).
LVT18000
In equal shares to the other distributee(s) listed under this provision.To the Grantor's heirs-at-lawunder | law.To the following beneficiary:Name: |Address 1: |Address 2: |City: |State: |
LTRUST18
[If the Grantor's children do not survive the Grantor, how should this share be distributed?
LVT18004
LTRUST18
LVT18006
LVT18007
LTRUST18
LVT18179
LVT18180
LTRUST18
LVT18189
LVT18000
To provide for the support of#| the Grantor's child.the Grantor's children.any future children born to or adopted by the Grantor.
LTRUST19
4What is the primary purpose of the Children's Trust?
Enter an X if the primary purpose of the Children's Trust is to provide for the health, support, maintenance, and education of the Grantor's child. You will be asked to enter the name of the child that will be the beneficiary of the Children's Trust. Press [Ctrl+F1] for more information.
Enter an X if the primary purpose of the Children's Trust is to provide for the health, support, maintenance, and education of the Grantor's children. You will be asked to enter the names of the children that will be the beneficiaries of the Children's Trust.
Yes, the Children's Trust is also intended to include any other children born to or adopted by the Grantor after the signing of this document.
LTRUST19
IWill the Children's Trust provide for any future children of the Grantor?
LVT19145
Name: |Include future children
LTRUST19
(What is the name of the Grantor's child?
LVT19145
One-time distributionDistribution in three installments
LTRUST19
sWill the final distribution of the remaining Children's Trust assets be made all at once, or in three installments?
Enter an X if the final distribution of the Children's Trust shall be made in three installments, with each child receiving the first one-third of their share immediately. The next two installments shall be paid when each child reaches two certain ages specified by the Grantor (for example, 25 and 30 years old).
LVT19038
{NEXT_?}
- age at initial disbursement- age at second disbursement- age at third disbursement
LTRUST19
RWhat age must each child reach before the second and third disbursements are made?
{NEXT_?}
years old
LTRUST19
What age must all the children reach before the final distribution of the remaining assets of this Children's Trust will begin?
]Whose heirs-at-law will receive the remainder of the Children's Trust and in what percentage?
Enter an X if a percentage of the remaining Children's Trust assets should be distributed to the Grantor's heirs-at-law. These heirs-at-law are the persons who would have been entitled to the assets of the Grantor's estate if the Grantor had died Intestate (without leaving a valid will).
Enter an X if a percentage of the remaining Children's Trust assets should be distributed to the Grantor's spouse's heirs-at-law. These heirs-at-law are the persons who would have been entitled to the assets of the Grantor's spouse's estate if the Grantor's spouse had died Intestate (without leaving a valid will).
g0What is the name and address of the beneficiary?
{NEXT_?}
LVT20053
Heirs-at-lawNamed beneficiaries
LTRUST20
YHow will the Children's Trust be distributed if the Grantor has no surviving descendants?
Enter an X if the Children's Trust should be distributed to named beneficiaries (persons and/or entities) if the Grantor has no surviving descendants. If you select this option, you will be asked to name the beneficiaries and the method of distribution (either in equal shares or percentages).
LVT20148
LVT20046
Equal sharesPercentages
LTRUST20
`How will the remaining assets of the Children's Trust be distributed to the named beneficiaries?
LVT20053
LTRUST21
{NEXT_?}
Hold Trust Assets as a Single FundCompensationLoans to BeneficiariesMethods of DistributionContinue Operation of Business
LTRUST22
=Which of the following optional powers will the Trustee have?
{NEXT_?}
Yes, include optional powers section.
LTRUST22
/Do you wish to include optional Trustee powers?
Enter an X to include a section that allows you to select OPTIONAL Trustee powers, including the power to invest and manage the Trust assets as a single fund, make loans or payments to Trust beneficiaries, and continue any business owned by the Trust. (Standard Trustee powers will be included automatically.)
LVT22002
{NEXT_?}
Name: |City: |State: |
LTRUST23
MWho will be appointed as successor Trustee if the Trustee is unable to serve?
LVT23014
days' written notice
LTRUST23
XHow many days' written notice must the Trustee (or any successor) give before resigning?
LVT23009
LTRUST23
After receiving written notice of the Trustee's resignation, how many days will the beneficiaries of the Trust have to designate a successor Trustee?
LVT23010
On at least a | basis.
LTRUST23
THow often shall the Trustee provide an accounting of the Trust to the beneficiaries?
LVT23011
NO, bond will NOT be required.#| NO, bond will NOT be required if the Trustee is the Grantor or a corporate trustee.#| YES, bond WILL BE REQUIRED (unless the Trustee is the Grantor).
LTRUST23
,Will the Trustee be required to post a bond?
{NEXT_?}
Name: |City: |State: |
LTRUST23
cWho, if anyone, will be appointed as alternate Trustee if the successor Trustee is unable to serve?
If desired, enter the name of an alternate Trustee or use the P.I. Manager to select and paste a record. You are not required to name an alternate Trustee.
LVT23007
LVT23014
Yes, include the section.
LTRUST23
CDo you wish to include additional provisions regarding the Trustee?
It is recommended that you include this section. It contains provisions relating to the resignation of a Trustee, the appointment of a successor Trustee, how often the Trustee must provide an accounting to the Grantor, and whether a bond will be required of the Trustee.
LVT23003
{NEXT_?}
Yes. Provided that the Grantor is mentally competent, the Grantor may direct any Trustee to purchase, sell, or retain any trust investment.
LTRUST24
xWill the Grantor be allowed to control the Living Trust investments as long as he or she is mentally competent to do so?
{NEXT_?}
LTRUST25
{NEXT_?}
State: |
LTRUST26
1Which state's laws will govern this Living Trust?
{NEXT_?}
LTRUST27
{NEXT_?}
LTRUST28
{NEXT_?}
Yes. No person or organization shall be deemed to have survived the Grantor, unless such person or entity is also surviving on the thirtieth day after the death of the Grantor.
LTRUST29
xWill beneficiaries be required to survive the Grantor by 30 days in order to receive any distributions under this Trust?
Enter an X to state that a beneficiary must survive the Grantor by 30 days in order to receive the distribution.
LVT29008
Yes. It should be presumed thatthe Grantor#| predeceased the Grantor's spouse.survived the Grantor's spouse.
LTRUST29
|Do you wish to specify who should be presumed to have died first if the Grantor and the Grantor's spouse die simultaneously?
{NEXT_?}
Spouse includedSpouse NOT includedGrantor is not married
LTRUST30
LWill the Grantor's spouse be included as a beneficiary of this Living Trust?
{NEXT_?}
Yes, include spouse identity section.
LTRUST30
eDo you wish to specify the Grantor's marital status and whether the spouse is included in this Trust?
LVT30002
{NEXT_?}
Name: |
LTRUST31
(What is the name of the Grantor's child?
Enter the name of the child or edit the information as desired. Use the P.I. Manager to select and paste a record. If you chose the Children's Trust option, the program transfers the child's name from a previous section.
LVT31007
ALL children includedOne or more children NOT included
LTRUST31
`Will the Grantor's child(ren) and/or future children be included as beneficiaries in this Trust?
LVT31035
{NEXT_?}
No childrenOne childTwo or more children
LTRUST31
QHow many children does the Grantor have at the time of the signing of this Trust?
LVT31099
LVT31004
LVT31010
Yes, all references in this Trust to "my child" or "my children" include any child(ren) born to or adopted by me after the signing of this Trust.
LTRUST31
{Should any references in this Trust to the Grantor's children be interpreted to include any future children of the Grantor?
{NEXT_?}
One child to be excludedSeveral children to be excluded
LTRUST31
2How many children will be excluded from the Trust?
LVT31036
LVT31040
Name: |
LTRUST31
BWhat is the name of the child who will be excluded from the Trust?
{NEXT_?}
This child is not included:This child is not included:This child is not included:This child is not included:This child is not included:
LTRUST31
!PWhich of the Grantor's children are not included as beneficiaries in this Trust?
LVT31055
This child is not included:This child is not included:This child is not included:This child is not included:This child is not included:
LTRUST31
"#$%&'()*+PWhich of the Grantor's children are not included as beneficiaries in this Trust?
6Do you wish to state whether the Grantor has children?
LVT31009
{NEXT_?}
Yes. The failure of this Trust to provide for any distribution to the following person(s) or organization(s) is intentional:
LTRUST32
mDo you wish to specify any individuals or organizations who have been intentionally excluded from this Trust?
{NEXT_?}
State: |
LTRUST33
'Where will this Living Trust be signed?
LVT33013
Name: |Title: |
LTRUST33
-Who will be signing on behalf of the Trustee?
{NEXT_?}
IndividualCorporation
LTRUST33
.Is the Trustee an individual or a corporation?
LVT33009
{NEXT_?}
This section provides an acknowledgement paragraph that is completed by a Notary Public (or other officer authorized to take and certify acknowledgements and administer oaths) at the time the document is signed.
LTRUST34
{NEXT_?}
This section provides an acknowledgement paragraph that is completed by a Notary Public (or other officer authorized to take and certify acknowledgements and administer oaths) at the time the document is signed.
LTRUST35
{NEXT_?}
This section provides an acknowledgement paragraph that is completed by a Notary Public (or other officer authorized to take and certify acknowledgements and administer oaths) at the time the document is signed.
LTRUST36
{NEXT_?}
This section provides an acknowledgement paragraph that is completed by a Notary Public (or other officer authorized to take and certify acknowledgements and administer oaths) at the time the document is signed.
LTRUST37
{NEXT_?}
This section provides an acknowledgement paragraph that is completed by a Notary Public (or other officer authorized to take and certify acknowledgements and administer oaths) at the time the document is signed.
LTRUST38
{NEXT_?}
This section provides a summary of the specific distributions that have been made in this Trust. The summary will print at the end of the document.
(.txt)