Personal Information Form for Trust Preparation is provided to inform you about this document in question and assist you in its preparation. You should fill out a personal information form for each member of your family and, if possible, include the related documents. This project should be undertaken as a first draft; followed up upon at a later point so the task is not too daunting. With the idea that any information provided is better than none, get to work on this promptly, at least as a first cut to the problem.
1. Make a copy. Update it once a year on a known anniversary date (e.g., birthday; January 1).
2. Keep a copy with your will/estate plan information. Give a copy to your spouse, if you have one.
Personal Information Form for Trust Preparation
Certificates of deposit:
Stocks not held by brokers:
Parcels of real estate owned:
Mortgages/liens against the real estate:
Powers of attorney given to:
Debts owed me:
Litigation in which I am a party:
Attorney handling such litigation:
Burial plot and information regarding pre-paid burial plans:
Safe deposit boxes:
Life insurance policies:
Debts which I owe:
Persons jointly responsible for these debts, if any:
Location of other valuables:
Location of will/living trust:
Location of other important documents:
Copies of the foregoing have been added to this file as exhibits.