Free Legal Forms
| Personal Information Form for Trust Preparation |
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Dated: __________________ Banking accounts: Certificates of deposit: Stock Brokers: Stocks not held by brokers: Parcels of real estate owned: Mortgages/liens against the real estate: C.P.A/Tax preparer: 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: Annuities: Partnership interests: 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: Special instructions: Copies of the foregoing have been added to this file as exhibits. |
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