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50876
Client Meeting Form
Date
*
MM slash DD slash YYYY
Name
*
First
Last
Email
*
Phone
*
TRUST
Type of Trust:
*
Original
Amendment
Restatement
Name of Trust
*
Settlor 1:
*
Settlor 2:
*
Successor Trustee:
*
Relation of Successor Trustee:
*
Special Gift:
*
Beneficiary:
*
Terms:
*
WILL (Husband)
Type of Will:
*
Pour Over
Simple
Testamentary
Personal Representative 1:
*
Personal Representative 2:
*
Guardian:
*
Successor Guardian:
*
Funeral Arrangements:
*
Burial
Cremation
Burial Place / Disposition of Ashes:
*
Specific Gift(s):
*
Beneficiary:
*
WILL (Wife)
Type of Will:
*
Pour Over
Simple
Testamentary
Personal Representative 1:
*
Personal Representative 2:
*
Guardian:
*
Successor Guardian:
*
Funeral Arrangements:
*
Burial
Cremation
Burial Place / Disposition of Ashes:
*
Specific Gift(s):
*
Beneficiary:
*
Durable Power of Attorney (Husband)
First:
*
Phone
*
Second:
*
Phone
*
Durable Power of Attorney (Wife)
First:
*
Phone
*
Second:
*
Phone
*
Health Care Surrogate (Husband)
First:
*
Phone
*
Second:
*
Phone
*
Third:
*
Phone
*
Health Care Surrogate (Wife)
First:
*
Phone
*
Second:
*
Phone
*
Third:
*
Phone
*
Living Will / Deed
Type:
*
Living Will (Husband)
Living Will (Wife)
Deed
Address
*
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Homestead?
*
Yes
No
Grantor 1:
*
Grantor 2:
*
Relationship of Grantors:
*
Grantee 1:
*
Address
*
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Grantee 2:
*
Address
*
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Relationship of Grantees:
*
Others:
Certificate of Trust
Assignment of TPP (Husband)
Assignment of TPP (Wife)
Instructions
Other
Please Specify the Above
*
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Comments
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50389