iLEAD LAW GROUP
艾利德律师事务所
(718) 939-9000    [email protected]
Manhattan: 99 Park Ave, Ste 830, New York, NY 10016  |  Queens: 136-20 38th Ave, Ste 9J, Flushing, NY 11354  |  New Jersey: 560 Sylvan Ave, Ste 3160, Englewood Cliffs, NJ 07632

Revocable Living Trust Questionnaire

Please complete all applicable sections. Use additional sheets if necessary.

I. Grantor Information
Full Legal Name
Date of Birth
Last 4 Digits of SSN
Citizenship
Home Address
Phone Number
Email Address
Marital Status
Married
Single
Divorced
Widowed
II. Spouse Information (if applicable)
Full Legal Name
Date of Birth
Last 4 Digits of SSN
Citizenship
Home Address (if different from Grantor)
Phone Number
Email Address
III. Children Information

List all children, including adult children. Attach additional pages if needed.

Full Name Date of Birth Relationship (Biological / Step / Adopted) Adult? (Yes / No)
IV. Trustee Designation

The Trustee manages the trust. A Successor Trustee steps in if the Primary Trustee is unable to serve.

Primary Trustee
Full Name
Relationship to Grantor
Phone Number
Email Address
Address
Successor Trustee
Full Name
Relationship to Grantor
Phone Number
Email Address
Address
V. Asset Distribution Plan

Describe how you wish your assets to be distributed among your beneficiaries.

VI. Special Provisions

Note any special conditions, restrictions, or wishes (e.g., age requirements, educational conditions, special needs provisions).

VII. Signature

By signing below, I confirm that the information provided is true and accurate to the best of my knowledge.

Signature of Grantor
Date
Signature of Spouse (if joint trust)
Date
This form is for information gathering purposes only and does not constitute a legal document. All information will be kept strictly confidential.
iLEAD LAW GROUP / 艾利德律师事务所  •  (718) 939-9000  •  [email protected]