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Trust Questionnaire Sample  Form

Trust Questionnaire Sample Form

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Instructions and help about Trust Questionnaire Sample

hey there i'm estate planning attorney paul rabale and in this video i'll explain what typically happens when a married couple establishes their avoid probate revocable living trust and then one spouse dies well the first thing to do when one set lure or grantor or whatever the trust instrument calls them when one set laura call them set lord when one set lord dies first thing to do is to look to the precise terms of the trust instrument neither me nor anyone else can tell you what is supposed to happen when one spouse dies without reviewing the specific trust instrument terms so let's let's look at an example let's say travis and emily set up a joint revocable living trust while they were alive and well they wanted their children and any other beneficiaries to avoid probate after they both passed away they wanted to specify how the trust assets were to be distributed after both travis and emily passed away and they wanted to designate one or mor

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