Trust Administration Questionnaire

Section 1: Successor Trustee Information

Information about the person(s) serving as trustee

First Name *

Middle Name

Last Name *

Relationship to Decedent *

Date of Birth

Social Security Number

Street Address *

City *

State *

ZIP Code *

Phone Number *

Email Address *

Co-Trustees: If there are co-trustees, please provide their information below.

Co-Trustee Information

Section 2: Decedent Information

Information about the person who passed away

First Name *

Middle Name

Last Name *

Date of Birth *

Date of Death *

Social Security Number

Place of Death

Death Certificate Copies Obtained

Last Address

City

State

ZIP Code

Marital Status at Death

Surviving Spouse Name (if applicable)

Cause of Death (optional)

Section 3: Trust Information

Details about the trust document and provisions

Full Name of Trust *

Date Trust Was Created *

Have there been any amendments to the trust?

Yes

No

Not Sure

If yes, please describe amendments and dates

Where is the original trust document located?

Summary of Distribution Instructions

Special Provisions or Conditions

Important: Please upload a copy of the trust document and all amendments in the Documents section.

Section 4: Trust Assets

Information about all assets that need to be administered

Real Estate Properties

Property 1

Property Address

Property Type

Estimated Value

Mortgage Balance

Bank & Financial Accounts

Account 1

Financial Institution

Account Type

Account Number (last 4 digits)

Approximate Balance

Investment & Retirement Accounts

Brokerage Accounts

401(k) / 403(b) Accounts

IRA Accounts

Stocks / Bonds / Mutual Funds

Personal Property

Vehicles (cars, boats, RVs, etc.)

Jewelry & Valuables

Art & Collectibles

Household Items & Furniture

Business Interests

Business Name & Type

Ownership Percentage

Estimated Value

Life Insurance Policies

Insurance Company

Policy Number

Death Benefit Amount

Beneficiary

Estimated Total Estate Value

Section 5: Beneficiaries

Information about all trust beneficiaries

Beneficiary 1

Full Name

Relationship to Decedent

Date of Birth

Social Security Number

Address

Phone

Email

Share of Estate

Special Conditions

Minor Beneficiaries: If any beneficiaries are under 18, special provisions may apply. Please note this in the special conditions field.

Section 6: Documents & Additional Information

Upload important documents and provide any additional details

Documents to Upload

Click to upload or drag and drop

PDF, DOC, DOCX, JPG, PNG (Max 10MB each)

Please upload the following documents if available:

Trust document and all amendments
Death certificate
Pour-over will
Property deeds
Bank statements
Investment account statements
Life insurance policies
Tax returns (last 2 years)

Debts & Liabilities

Known Creditor Claims

Tax Information

Potential Disputes or Concerns

Special Instructions or Questions

Urgency Level

Preferred Fee Arrangement

I understand that this information will be kept confidential and used solely for the purpose of trust administration services.

Trust Administration Information

Section 1: Successor Trustee Information

Co-Trustee Information

Section 2: Decedent Information

Section 3: Trust Information

Section 4: Trust Assets

Real Estate Properties

Property 1

Bank & Financial Accounts

Account 1

Investment & Retirement Accounts

Personal Property

Business Interests

Life Insurance Policies

Section 5: Beneficiaries

Beneficiary 1

Section 6: Documents & Additional Information