Williams Legacy Group - Trust Planning Intake Questionnaire

SECTION A: YOUR INFORMATION (GRANTOR/SETTLOR)

A1. Personal Information

Full Legal Name:

Other Names (AKA):

Date of Birth: SSN:

Driver's License #: State:

A2. Contact Information

Street Address:

City, State, ZIP:

Mailing Address:

Phone: Email:

A3. Personal Status

Marital Status:

Single Married Divorced Widowed

U.S. Citizen:

Yes No - Resident Alien No - Non-Resident

State of Domicile: Occupation:

A4. Spouse/Partner Information (if applicable)

Spouse's Full Name:

Spouse's DOB: Spouse's SSN:

Date of Marriage: Spouse U.S. Citizen?

Yes No

Spouse as Co-Grantor?

Yes No Unsure

SECTION B: YOUR TRUST PLANNING GOALS

B2. Trust Structure

Ability to change trust:

Yes (Revocable) No (Irrevocable) Unsure

Trust duration:

Until my death Children's lifetimes Multiple generations Perpetual

B3. Special Concerns

SECTION C: BENEFICIARY INFORMATION

BENEFICIARY 1

Full Name:

Relationship:

Date of Birth:

SSN:

Address:

Phone:

Share (%):

Special Needs? Yes No

BENEFICIARY 2

Full Name:

Relationship:

Date of Birth:

SSN:

Address:

Phone:

Share (%):

Special Needs? Yes No

BENEFICIARY 3

Full Name:

Relationship:

Date of Birth:

SSN:

Address:

Phone:

Share (%):

Special Needs? Yes No

BENEFICIARY 4

Full Name:

Relationship:

Date of Birth:

SSN:

Address:

Phone:

Share (%):

Special Needs? Yes No

Total Shares:

Contingent Beneficiaries

Name: Relationship:

Distribution Preferences

Outright — Full distribution immediately
Staged: % at age | % at age | Remainder at age
Trustee Discretion — Based on needs
Income Only — Principal stays in trust

Distribution Standard:

HEMS (Health, Education, Maintenance, Support) Full Discretion

SECTION D: TRUSTEE DESIGNATION

D1. Initial Trustee

Myself Myself and Spouse as Co-Trustees Other:

D2. First Successor Trustee

Full Name: Relationship:

Phone: Email:

Address:

D3. Second Successor Trustee

Full Name: Relationship:

Phone: Email:

D4. Third Successor Trustee

Full Name: Relationship:

Phone: Email:

D5. Trustee Compensation

No compensation Reasonable compensation per state law Specific: $ per year

SECTION E: ASSET INFORMATION

E1. Real Estate

Property Address	Type	Est. Value	Mortgage	Current Title
		$	$
		$	$
		$	$

E2. Bank & Investment Accounts

Institution	Account Type	Approx. Balance	Current Title
		$
		$
		$

E3. Retirement Accounts (beneficiary designation only - do NOT transfer to trust)

Type (401k/IRA/Roth)	Institution	Approx. Balance	Current Beneficiary
		$
		$

E4. Life Insurance

Company	Type	Death Benefit	Current Beneficiary	Owner
		$
		$

E5. Business Interests

Business Name	Entity Type	Ownership %	Est. Value
		%	$
		%	$

E6. Other Assets

Asset Type	Description	Est. Value
Vehicles		$
Jewelry/Collectibles		$
Cryptocurrency		$
Other		$

TOTAL ESTATE VALUE: $

SECTION F: SPECIAL PROVISIONS

F1. Protection Provisions

Spendthrift Clause — Protects from beneficiaries' creditors (Recommended)
No-Contest Clause — Disinherits anyone who challenges trust
Divorce Protection — Keeps assets separate from beneficiary's spouse
Trust Protector — Appoints someone to modify for tax law changes

F2. Incentive Provisions

Education incentive (bonus for degree) Employment matching Sobriety requirement Other:

F3. Digital Assets

Own cryptocurrency? Yes No

Password location:

F4. Specific Gifts

Item	Recipient

F5. Charitable Gifts

Charity Name	Amount or %

SECTION G: EXISTING DOCUMENTS & ADVISORS

G1. Current Documents

Document	Have it?	Date
Will	Yes
Living Trust	Yes
Power of Attorney	Yes
Healthcare Directive	Yes
Prenuptial/Postnuptial Agreement	Yes

G2. Professional Advisors

Role	Name	Phone
Attorney
CPA
Financial Advisor

SECTION H: ADDITIONAL INFORMATION

H2. Additional Notes

Any family members estranged?	Yes No
Children from prior relationships?	Yes No
Pending divorces in family?	Yes No
Family members with addiction issues?	Yes No
Family disputes about inheritance?	Yes No
Any serious health conditions?	Yes No

TRUST PLANNING INTAKE QUESTIONNAIRE