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Scottsdale Estate Planning Attorneys

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Confidential Trust Amendment Questionnaire

Confidential Trust Amendment QuestionnaireOn the Net2022-12-03T08:02:05-08:00

"*" indicates required fields

MM slash DD slash YYYY
Revocable Living Trust Amendment Questionnaire*
MM slash DD slash YYYY
Revocable Living Trust Agreement Amendment Fee*
About Your Trust*
$500 Discount If You Hire Us to Prepare an Estate Plan with a Trust*
Do You Want to HIre Us to Prepare an Estate Plan with a Trust & Get a $500 Discount?*
1st Step: Complete Our Online Gold Estate Plan Questionnaire*
2nd Step: Make a Free Estate Plan Consultation Appointment*

Your Information

Your Mailing Address*
Your Email Address*
Your Marital Status*
Definition of Beneficiary*
Will Your Spouse be a Current Beneficiary of Your Trust?*
Community Property vs. Separate Property*
Do You Want Us to Prepare a Disclaimer for Your Spouse to Sign?*

In this field describe in detail all assets owned by the trust that are your separate property. For the Disclaimer to be effective with respect to an asset the asset must be listed and described in an exhibit to the Disclaimer we will prepare based on the information you put in this field.

Trust Information

About Your Trust*
See Section 1.01 of the trust agreement.
MM slash DD slash YYYY
See the first paragraph of the trust agreement.

Current Trustee(s) of Your Trust

Current Trustee(s)*
Legal Name(s) of the Current Trustee(s)*
1st Current Trustee
2nd Current Trustee
 
If you name a 2nd current trustee that person must be the spouse of the 1st current trustee.

Successor Trustees of Your Trust

Successor Trustees*
Legal Name(s) of the Successor Trustee(s)*
1st Successor Trustee or Co-trustee(s)
2nd Successor Trustee or Co-trustee(s)
3rd Successor Trustee or Co-trustee(s)
 

You must name a 1st successor trustee or co-trustees Additional successor trustees are optional.

Beneficiaries of the Trust

Your Trust's Current Beneficiary or Beneficiaries
Legal Name(s) of the Current Beneficiary or Beneficiaries*
1st Current Beneficiary
2nd Current Beneficiary
 

If you name a 2nd current beneficiary that person must be the spouse of the 1st current beneficiary.

Future Beneficiary or Beneficiaries*
Do You Want to Change One or More Future Beneficiaries?
Who Will Inherit the Trust's Assets When the Current Beneficiary or Beneficiaries Die?
In the following question enter the names of each future beneficiary and what the beneficiary will inherit.
Do You Want to Disinherit Any Family Members?*
In What State & County Will You Sign the Trust Agreement Amendment?*
State In Which You Will Sign
County In Which You Will Sign
 
Enter the state and county in which you will sign the amendment to the trust agreement. We need this information to put in the signature block for the notary's signature.
Do You Have Any Additional Information You Want Us to Know?*

Add any additional information you want KEYTLaw to know.

Asset Protection Warning*
How to Pay $347 for Your Trust Amendment*
How to Pay $444 for Your Trust Amendment*
What Happens Next*

You Are Done - Click the Submit Button

Richard Keyt, JD, LL.M. (tax law)
Phone: 480-664-7478
Email: [email protected]

Richard C. Keyt, JD, MS (accountancy)
Phone: 480-664-7472
Email: [email protected]

7373 E. Doubletree Ranch Road
Suite 135
Scottsdale, AZ 85258

We are of Counsel to:
Dyer, Bregman & Ferris, PLLC
3411 N. 5th Ave., Suite 300
Phoenix, AZ 85013

WealthCounsel Member
Copyright 2009 - 2023 Richard Keyt, All Rights Reserved
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