Trust Administration Consultation Decedent's Name(Required) Decedent's Date of Death(Required) How many Trustee(s) are there?(Required)How many Trustee(s) are there? *1234Trustee Name(Required) Phone number(Required)Email(Required) Mailing address Citizen of US? Yes No Trustee Name(Required) Phone number(Required)Email(Required) Mailing address Social Security NumberCitizen of US? Yes No Trustee Name(Required) Phone number(Required)Email(Required) Mailing address Social Security NumberCitizen of US? Yes No Trustee Name(Required) Phone number(Required)Email(Required) Mailing address Social Security NumberCitizen of US? Yes No Was the decedent married at the time of their death? Yes No Spouse Name(Required) Phone numberEmail (If not already provided)* Mailing address Social Security NumberCitizen of US? Yes No How many children did the decedent have?How many children did the decedent have?0123456Decedent’s child’s name Phone number (If not already provided)Email (If not already provided) Mailing address (If not already provided) Decedent’s child’s name Phone numberEmail Mailing address Decedent’s child’s name Phone numberEmail Mailing address Decedent’s child’s name Phone numberEmail Mailing address Decedent’s child’s name Phone numberEmail Mailing address Decedent’s child’s name Phone numberEmail Mailing address How many other beneficiaries did the decedent have?How many other beneficiaries did the decedent have?12345678910Beneficiary’s name Phone numberEmail Mailing address Beneficiary’s name Phone numberEmail Mailing address Beneficiary’s name Phone numberEmail Mailing address Beneficiary’s name Phone numberEmail Mailing address Beneficiary’s name Phone numberEmail Mailing address Beneficiary’s name Phone numberEmail Mailing address Beneficiary’s name Phone numberEmail Mailing address Beneficiary’s name Phone numberEmail Mailing address Beneficiary’s name Phone numberEmail Mailing address Beneficiary’s name Phone numberEmail Mailing address Has any beneficiary currently or previously been incarcerated? Yes No Unsure Does any beneficiary receive government benefits (not including social security retirement or Medicare)? Yes No Unsure Are any of the non-retirement assets not held in the Trust? Yes No How many Real Estates did the decedent own?How many Real Estates did the decedent own?012345678910Address Fair Market Value $Outstanding Loan $ (do not include cents)Address Fair Market Value $Outstanding Loan $Address Fair Market Value $Outstanding Loan $Address Fair Market Value $Outstanding Loan $Address Fair Market Value $Outstanding Loan $Address Fair Market Value $Outstanding Loan $Address Fair Market Value $Outstanding Loan $Address Fair Market Value $Outstanding Loan $Address Fair Market Value $Outstanding Loan $Address Fair Market Value $Outstanding Loan $Approximate gross value of the decedent’s Retirement assets: $Approximate gross value of the decedent’s entire Trust estate $Do you have any concerns that you would like to discuss?Referral?CAPTCHA Δ