Confidential Worksheet

* Required fields

Personal Information

*Husband's Full Name (or Single Male)
*
Citizen? Yes No

*Wife's Full Name (or Single Female)
*
Citizen? Yes No

*Mailing Address (please include Zip Code)
*
County

*Day Time Phone (include area code)
*
*Evening Phone (include area code)
*
Fax Phone (include area code)

*E-Mail Address
*

Section 1 Children

If both of you have NO CHILDREN from this or any previous marriage, click on the 'NO CHILDREN selection and continue to Section 2

Have Children No Children

CHILDREN OF CURRENT MARRIAGE (or Single Client) - Use Full Legal Names and give dates of birth

HUSBAND'S OTHER CHILDREN - Use full legal names and give dates of birth

WIFE'S OTHER CHILDREN - Use full legal names and give dates of birth

Section 2 Successor Trustmanagers and Executors

Successor Trustmanager and Executor

Please select one of the following as to the method of Successor Trustmanager/s shall serve:
Individually
As a Group
Serve in some other form (an attorney will call you)

Section 3 Distributions of Estate After Creator(s) Die

Please select one of the following methods of Distributing Your Estate:

Equal and to all your Children
Unequal, include or exclude any children (Please fill in box below)
Some Other Method (an attorney will call you)

Please list Each Beneficiary and the Percentage to be allotted. Anyone Not Listed will receive NOTHING. You may list children or any other persons with their percentages. The total of the percentages must be 100% (See instructions)

Section 4 Timing of Trust Distributions

Select one of the following (fill in age if you select that option):

Distribute Trust Immediately upon death of surviving Creator
Hold Trust until each Beneficiary reaches the age of:
Some other method of Distribution (an attorney will call you)

Section 5 Guardian Provisions

Do you want Guardian Provision in your Trust? If yes please fill in below
Yes No

List of Guardians (use full names)

Section 6 Health Care Provisions

For the Man:
Do Not Want Health Care
Want Health Care

For the Woman
Do Not Want Health Care
Want Health Care

Section 7 Disinherit Provisions

Select 'yes' if you wish to completely disinherit a person from the Trust
No
Yes

If you picked 'Yes' please fill in the Full Names:

Section 8 Types of Assets You Own

Please see your Instruction Sheet for any specific information necessary.

Real Estate Interests

California Real Estate (Please include County - do not include value)

Please check any of the following that Apply:
Real Estate Outside California
Real Estate with Deceased Spouse
Real Estate (you own partial interest)
Separate Property Real Estate (If you are married)

Business Interests

Corporate Stock (Closely held OR Family Corporation)
Sole Proprietorship Business
Other (Please List)

Other Assets

Please check any that apply:
Checking Accounts
Savings Accounts
Certificates of Deposit
Treasury Bills
Stocks, Bonds, Mutual Funds
Deed of Trust
Partnerships (Limited or General)
Campground Membership
Mobile home
Promissory Note (Money owed to you)
Retirement Accounts (IRA, 401(K) KEOGH, etc.)
Life Insurance
Motor home, Trailer, Boat, Airplane
Savings Bonds (EE, H, etc.)
Time Shares
Other
Please list Other Assets here; or if you have any questions list them here; or if you are a Hyatt Legal Client please provide your Case Number(s) &/or Membership Number here:

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