New Trust Intake | Williams Legacy Group

Select Trust Type

Choose the type of trust that best fits your estate planning goals

Revocable Living Trust RLT

Irrevocable Trust IRT

Dynasty Trust DYNASTY

Spousal Lifetime Access SLAT

Life Insurance Trust ILIT

Charitable Remainder CRT

508(c)(1)(A) Ministry Trust 508C1A

Primary Goals

Avoid Probate

Estate Tax Reduction

Asset Protection

Privacy

Charitable Giving

Special Needs Planning

Progress is automatically saved

Grantor Information

Provide information about the trust creator(s)

Personal Information

First Name *

Middle Name

Last Name *

Other Names Used (maiden name, etc.)

Date of Birth *

SSN *

Driver's License #

DL State

Contact Information

Street Address *

City *

State *

ZIP Code *

Phone *

Email *

Mailing address is different from street address

Personal Status

Marital Status *

U.S. Citizenship Status *

State of Legal Domicile *

Occupation

Beneficiary Information

Who will benefit from this trust?

Primary Beneficiary #1

Full Name *

Relationship *

Date of Birth

Share Percentage *

Trustee Designation

Who will manage the trust?

Initial Trustee

Full Name *

Relationship to Grantor

Successor Trustee

Full Name *

Phone Number

Address

Trust Assets

What assets will be transferred to the trust?

Asset Categories

Real Estate (primary residence, investment properties)

Bank Accounts (checking, savings, CDs)

Investment Accounts (brokerage, stocks, bonds)

Retirement Accounts (IRA, 401k - beneficiary designation)

Business Interests (LLC, partnership, corporation)

Life Insurance Policies

Personal Property (vehicles, jewelry, art)

Estimated Total Value

Approximate Value of Assets to be Transferred

Additional Details

Please describe any specific assets or special considerations

Review & Submit

Please review your information before submitting

Summary

Your intake summary will appear here...

Acknowledgements

I certify that all information provided is accurate and complete to the best of my knowledge. *

I have read and agree to the Privacy Policy and understand how my information will be used. *

I understand that this intake form is for informational purposes and a consultation will be scheduled to finalize trust details. *