TrustMasters Intake

Estate Planning Questionnaire

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Client Questionnaire

Submitted questionnaires are locked. Please call your document preparer to unlock your submission and make changes.

General Information

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General Information

We will collect your core identifying and contact information first.

Your Information

Full legal name

Full name as it appears on your government issued ID.

Mononyms are uncommon. Please confirm that your legal name is a mononym.

Have you ever had a different legal name(s), or alias(es)? This could be a maiden name, a previous name, or alterations of your legal name you may have used publicly. How should your name appear in the documents? Date of birth Phone number Email

Spouse 2 Information

Spouse 2 full legal name

Full name as it appears on your government issued ID.

Mononyms are uncommon. Please confirm that your legal name is a mononym.

Capacity

Tell us whether you have ever been diagnosed with a condition that could affect your capacity.

Have you ever been diagnosed with dementia or another medical condition that could affect your testamentary capacity and/or mental capacity?

Yes No

Have you ever been diagnosed with dementia or another medical condition that could affect your testamentary capacity and/or mental capacity?

Yes No

Relationship Status

Tell us the legal relationship status between the parties to the trust.

What is the legal relationship status between the parties to the trust (the clients)?

Married Unmarried Legal Domestic Partnership Siblings Other

Please describe the legal relationship status.

Children

Tell us how many children you have and then provide each child's information.

Number of children

Are there any minors (under 18) who are not your children but are under your care?

Yes No

Please describe the situation.

Deceased Children

Tell us whether there are any deceased children and, if so, list each one.

Number of deceased children

Residence and Properties

Confirm your mailing address, primary residence details, and any additional properties you own.

Is your physical address the same as your mailing address?

Yes No

Mailing address What is your primary physical address?

How do you hold your Primary Residence?

Own or Traditional Mortgage Reverse Mortgage Rent Manufactured home

Do you own the land under the manufactured home?

Yes No

Does this property currently have a Homestead?

Yes No

Do you own any additional properties?

Yes No

Marital status Spouse full name Guardian for minor children

Optional Trust Provisions

Tell us whether your trust may need optional provisions related to business interests, farms, ranches, or professional corporations.

Do you have interest in an S Corp?

Yes No

Do you own an LLC?

Yes No

Do you have interest in a farm or ranch?

Yes No

Do you have interest in a professional services corporation?

Yes No

Business Operations

TrustMasters can draft additional documents outside of the estate planning package, for an additional cost, that would direct and allow your successor trustee to manage and/or sell your business after your passing. If you would like us to draft those documents, answer the following optional questions and a TrustMasters staff member will reach out with more information. Basic assignments of LLCs are included in the package; these documents are part of a more advanced business-focused succession plan.

What is the name of your company? What state does the business hold its primary license in and/or situs?

Trust Information

Tell us whether this trust is a restatement of an existing trust and provide the correct trust name information.

Is this a restatement of an existing trust?

Yes No

What is the name and date of your existing trust?

What would you like to name your trust?

TrustMasters naming rules: no symbols and no profanity. The name does not need to include the words "The" or "Trust", but it can. Most clients choose to end the name with "Trust".

Fiduciaries

This is a preliminary step. Please list anyone you may want to serve in any fiduciary position. In the next sections, these contact cards can be dragged into specific roles.

For couples trusts, a surviving spouse is automatically listed first where applicable. The people you list here are generally called upon only if there is no surviving spouse or if both of you are incapacitated.

Fiduciaries Cont.: Successor Trustees

A successor trustee is the person who steps in to manage your trust when the original trustee is unable or unwilling to serve. You can choose up to three successor trustees.

Fiduciaries Cont.: Executors

Executors carry out the terms of your will, handle probate matters, and manage your final affairs after death. Most clients choose the same people they named as successor trustees, but that is not required.

Nomination of Guardianship

Use this section to nominate up to three proposed guardians for minor children.

Any guardianship nomination may be affected by an existing divorce decree or other court order. This is only a nomination. The court will make the final decision, but your nomination can still be taken into account.

Charitable Gifts

Tell us whether you want to leave any charitable gifts to non-profit organizations.

Would you like to allow your local Community Foundation to handle any charitable contributions?

Yes No

Your document preparer will reach out with more information about your local Community Foundation, and how they can manage and protect your charitable contributions.

Do you wish to make any gifts to any charitable/non-profit organization?

Beneficiaries

List anyone who might be a beneficiary of your estate, including anyone receiving special gifts or any percentage/share of the residue of your estate.

Special Beneficiary Circumstances

We can often avoid problems by planning for unusual situations ahead of time, such as a beneficiary with special needs, a beneficiary receiving government subsidies, or a beneficiary struggling with substance dependency.

Do you have any beneficiary that...

... has special needs. ... receives government subsidies. ... has substance dependency issues.

Please explain the circumstances.

Unique Gifts

Let us know if you want to make any unique gifts to individuals, then assign each gift to a beneficiary and describe it.

Do you want to give any unique gifts to any individuals?

Available Beneficiaries

Drag a beneficiary card onto each gift to assign who receives it.

Distributions

Choose how the residue of your estate should be distributed, then assign the beneficiaries who should share in it.

How do you want the residue of your estate to be distributed?

Available Beneficiaries

Drag beneficiary cards into the residue distribution area.

Residue beneficiaries

Do you prefer that your beneficiary or beneficiaries do not receive a lump sum at the time of distribution?

Yes No

If you check yes, your document preparer will reach out to discuss your options such as delayed distributions or a managed subtrust.

Non-Specified Personal Property

Non-specified personal property means tangible items such as furniture, clothing, appliances, and similar belongings that are not specifically given to a named beneficiary elsewhere in your plan.

Please choose one of the following options:

To the residual beneficiaries equally To your children equally (if your residual beneficiaries include people other than your children) Some other way

Please explain.

Premature Passing of Beneficiaries

Tell us what should happen if a beneficiary dies before you, and whether you want to name a contingent beneficiary if no named beneficiary is living.

If one of my beneficiaries should pass before me, I would like their share to...

... go to their children. ... go to the other, still living, beneficiaries named previously. I have a more complicated succession plan.

Please describe your succession plan.

Contingent Beneficiaries

In the instance that there is no living beneficiary, or secondary beneficiary, would you like to assign a contingent beneficiary? (i.e. Charity, Brother, Nieces and Nephews)

Yes No

Please describe your contingent beneficiary instructions.

Pet Trust

A pet trust is an extra document used to hold and manage money for the care of pets. Most clients use them for long-lived or exotic animals like tortoises, horses, parrots, snakes, and tropical fish, but pet trusts can also be used for dogs, cats, and other pets. Pet trusts are an additional cost, so please check with your document preparer for current pricing.

Would you like to establish a pet trust?

Yes No

How much money would you like to fund the pet trust with?

Life Estate

A life estate is an additional planning option that usually requires extra documents and costs more. Your document preparer can explain the current cost and whether it fits your goals.

Do you want to create a life estate?

Yes No

Your document preparer will reach out for more information.

Disinheritance

Tell us whether you want to deliberately exclude anyone from inheriting, and if so, identify each person clearly.

Would you like to formally disinherit someone, and deliberately prevent them from inheriting anything?

Yes No

Fiduciaries Cont.: Financial Powers of Attorney

These agents can handle your financial matters when you cannot. Drag fiduciary cards into first, second, and third positions.

For couples trusts, a surviving spouse is automatically listed first. These financial agents are generally called upon only if there is no surviving spouse or if both of you are incapacitated.

Fiduciaries Cont.: Healthcare Powers of Attorney

These agents can make healthcare decisions for you when you cannot. Drag fiduciary cards into the preferred order.

For couples trusts, a surviving spouse is automatically listed first. These healthcare agents are generally called upon only if there is no surviving spouse or if both of you are incapacitated.

HIPAA Participants

These people may receive updates about your health condition if you are unconscious or otherwise unable to communicate. They cannot make healthcare decisions for you. Anyone already listed as a healthcare agent is automatically included and does not need to be added again.

Fiduciaries Cont.: Final Disposition

Select who should oversee your final disposition and funeral plan instructions, in order of priority.

For couples trusts, a surviving spouse is automatically listed first. These final disposition agents are generally called upon only if there is no surviving spouse or if both of you are incapacitated.

Final Disposition

Share any burial, cremation, funeral, memorial, and prearrangement preferences you want your document preparer to know.

Spouse step 1 of 2

Your Final Disposition Preferences

Do you wish to be cremated or buried? Please describe your preference. Are you a veteran of a U.S. Uniformed Service? Would you like to be buried with full military honors? Do you have preferences for your funeral or memorial service? (i.e. location, type, dress code, music, etc.) How should your remains be treated? (i.e. ashes spread, kept in urn, buried, etc.) Do you have a prearrangement with a mortuary or funeral home? Would you like to discuss advance plans and prearrangements with a TrustMasters staff member?

One of our staff members will reach out to schedule an additional appointment to discuss options with you.

Please provide the details of your prearrangement.

Spouse 2 Final Disposition Preferences

One of our staff members will reach out to schedule an additional appointment to discuss options with you.

Please provide the details of your prearrangement.

Asset Information

We want to collect certain banking and account information so we may list accounts in the trust and on Schedule A.

Review Complete

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Add Another Fiduciary

Enter the fiduciary details below. This fiduciary will be available across all fiduciary sections.

Fiduciary full name Relationship to the client

Please describe this relationship.

Phone number Email address

Address Are they a U.S. citizen?

While you can choose a non-citizen trustee, you may want to look for someone who is, at a minimum, a resident of the United States to be your trust's fiduciary. You want to avoid the risk of your trust being classified as a foreign trust for federal tax purposes. If your trustee lives here but moves outside of the United States, your trust may change from a domestic to a foreign trust. Both will cost the trust money in excess taxes. (J. Brewer, 2026)

I have read and understand the non-citizen warning

This fiduciary is currently under 18

Warning: A fiduciary who is under 18 cannot serve until they become an adult. This can create delay, court involvement, or a temporary replacement.

I have read and understand the under-18 warning

Add Beneficiary

Enter beneficiary details. This beneficiary will be available for all unique gift assignments.

Beneficiary full name Relationship to the client

Please describe this relationship. Are they a U.S. citizen?

Naming a non-resident alien beneficiary can trigger additional tax withholding and reporting requirements, and distributions may be taxed differently under U.S. and foreign rules. You should discuss cross-border tax implications with your document preparer and tax advisor.

I have read and understand the non-citizen warning

Add Fiduciaries and Children

Check each fiduciary or child you want added to the beneficiary list, then click Add to Beneficiary List.

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