Revocable Living Trust Worksheet

Client Full Legal Name

US Citizen

Yes No

Marital Status

Single Married Separated Divorced

Date of Marriage

Spouse’s Full Legal Name if now married

US Citizen (Spouse)

Yes No

Address

Trust Name

#1 Child's Name

#1 Date of Birth

#1 Mother's Name

#1 Father's Name

#1 Who has Legal Custody?

#2 Child's Name

#2 Date of Birth

#2 Mother's Name

#2 Father's Name

#2 Who has Legal Custody?

#3 Child's Name

#3 Date of Birth

#3 Mother's Name

#3 Father's Name

#3 Who has Legal Custody?

Full Legal Name

#1 Full Legal Name

#2 Full Legal Name

#1 Full Name (Legal)

Tick below if

All Named Children above equally