Field #65: HTML Block
Field #1: Is this for an individual or a couple?
Field #341: Do you have an existing Living Trust
Field #342: Name of existing Living Trust
Field #2: What would you like to name your Living Trust?
Field #3: Person 1 Information
Field #4: Legal Name
Field #266: Gender
Field #5: Date of Birth
Field #6: Phone
Field #7: Email
Field #8: Person 2 Information
Field #9: Full Name
Field #267: Gender
Field #10: Date of Birth
Field #11: Phone
Field #12: Email
Field #13: Home Address
Field #14: Home Address
Field #379: Do you own this property?
Field #15: Mailing Address
Field #16: Is your mailing address different from your home address?
Field #17: Mailing Address
Field #344: HTML Block
Field #259:
Field #18: CHILDREN
Field #64: Children
Field #19: How many children (natural and adopted) do you have?
Field #76:

Field #20: Child's Full Name: 1
Field #270: Gender
Field #269: Birth Year
Field #68:

Field #22: Child's Full Name: 2
Field #271: Gender
Field #272: Birth Year
Field #69:

Field #24: Child's Full Name: 3
Field #273: Gender
Field #274: Birth Year
Field #70:

Field #26: Child's Full Name: 4
Field #275: Gender
Field #276: Birth Year
Field #71:

Field #29: Child's Full Name: 5
Field #277: Gender
Field #278: Birth Year
Field #72:

Field #31: Child's Full Name: 6
Field #279: Gender
Field #280: Birth Year
Field #73:

Field #33: Child's Full Name: 7
Field #281: Gender
Field #282: Birth Year
Field #75:

Field #35: Child's Full Name: 8
Field #283: Gender
Field #284: Birth Year
Field #285:

Field #37: Child's Full Name: 9
Field #286: Gender
Field #287: Birth Year
Field #67: Children (natural and adopted) from a previous relationship?
Field #345: Do either of you have any children from a previous relationship, natural or adopted?
Field #41: How many children (natural and adopted) do either of you have from a previous relationship?
Field #84:

Field #42: Child's Full Name: 1
Field #288: Gender
Field #289: Birth Year
Field #290: From whom?
Field #85:

Field #291: Child's Full Name: 2
Field #292: Gender
Field #293: Birth Year
Field #294: From whom?
Field #295:

Field #296: Child's Full Name: 3
Field #297: Gender
Field #298: Birth Year
Field #299: From whom?
Field #300:

Field #301: Child's Full Name: 4
Field #302: Gender
Field #303: Birth Year
Field #304: From whom?
Field #305:

Field #306: Child's Full Name: 5
Field #307: Gender
Field #308: Birth Year
Field #309: From whom?
Field #310:

Field #95: Guardian(s) for Minor Children
Field #378: Guardian(s) for Minor Children
Field #96: 1st Choice
Field #97: 2nd Choice
Field #346:

Field #260:
Field #380: BENEFICIARIES
Field #99: Beneficiaries
Field #100: Equal or Percentage Distribution
Field #110:

Field #106: How many people and/or organizations would you like to add as a beneficiary?
Field #111:

Field #103: Name of Person or Organization
Field #104: Percentage (%)
Field #105:

Field #107: Name of Person or Organization
Field #108: Percentage (%)
Field #109:

Field #112: Name of Person or Organization
Field #113: Percentage (%)
Field #117:

Field #115: Name of Person or Organization
Field #119: Percentage (%)
Field #120:

Field #118: Name of Person or Organization
Field #116: Percentage (%)
Field #123:

Field #121: Name of Person or Organization
Field #122: Percentage (%)
Field #114:

Field #124: Name of Person or Organization
Field #125: Percentage (%)
Field #126:

Field #127: Name of Person or Organization
Field #128: Percentage (%)
Field #129:

Field #130: Name of Person or Organization
Field #131: Percentage (%)
Field #132:

Field #141: Ages for beneficiaries to receive their inheritance
Field #134: Age Distribution
Field #135: Age to Distribute 100%
Field #136: Receive 50% at age
Field #140: Remaining balance at age
Field #138: Receive 33% at age
Field #139: Receive 33% at age
Field #137: Remaining balance at age
Field #142:

Field #133: Additional Clarifications (optional)
Field #143: Additional Clarifications
Field #144:

Field #261:
Field #381: CONTINGENIES
Field #145: Deceased beneficiaries' inheritance
Field #312: Please select one
Field #156: Do any of your beneficiaries have special needs?
Field #158: Deceace Benefiacry Inheritance
Field #157: Please list their names
Field #159: Are there any children that you have intentionally excluded?
Field #160: Are there any children that you have intentionally excluded?
Field #162: Please list their names
Field #202:

Field #262:
Field #383: SUCCESSOR TRUSTEES
Field #91: Successor Trustee(s)
Field #92: 1st Choice
Field #93: 2nd Choice
Field #311: 3rd Choice
Field #98: Trustees should act together as Co-Trustees.
Field #382: Executors / Personal Representatives
Field #373: Executors / Personal Representatives
Field #348: Executors/Personal Representatives
Field #349: Will your spouse be your primary Executor?
Field #350: Primary Executor: Spouse
Field #351: 1st Alternate Executor
Field #352: 2nd Alternate Executor
Field #353: 3rd Alternate Executor
Field #354: Alternate Co-Executors
Field #355: 1st Executor
Field #356: 2nd Executor
Field #357: 3rd Executor
Field #358: Co-Executor
Field #359:

Field #360: Wife's Executor
Field #361: Will your spouse be your primary Executor?
Field #362: Primary Agent: Spouse
Field #363: 1st Alternate Executor
Field #364: 2nd Alternate Executor
Field #365: 3rd Alternate Executor
Field #366: Alternate Co-Executors
Field #367: 1st Executor
Field #368: 2nd Executor
Field #369: 3rd Executor
Field #370: Co-Executors
Field #371:

Field #263:
Field #384: Durable Power of Attorney
Field #163: Durable Power of Attorney
Field #164: Person 1 Durable Power Of Attorney
Field #375: Would you like your agent under your Durable Power of Attorney to be the same as your Executors?
Field #165: Will your spouse be your primary agent?
Field #166: Primary Agent: Spouse
Field #167: 1st Alternate Agent
Field #168: 2nd Alternate Agent
Field #169: 3rd Alternate Agent
Field #171: Alternate Co-Agents
Field #313: 1st Agent
Field #314: 2nd Agent
Field #315: 3rd Agent
Field #316: Co-Agents
Field #172:

Field #173: Wife's Durable Power Of Attorney
Field #374: Would you like your agent under your Durable Power of Attorney to be the same as your Executors?
Field #174: Will your spouse be your primary agent?
Field #175: Primary Agent: Spouse
Field #176: 1st Alternate Agent
Field #177: 2nd Alternate Agent
Field #179: 3rd Alternate Agent
Field #180: Alternate Co-Agents
Field #317: 1st Agent
Field #318: 2nd Agent
Field #319: 3rd Agent
Field #320: 320: Co-Agents
Field #181:

Field #264:
Field #385: Advance Health Care Directive / Medical Power of Attorney
Field #183: Advance Health Care Directive / Medical Power of Attorney
Field #184: Person 1 Medical Power Of Attorney
Field #376: Would you like your agent under your Advanced Health Care Directive to be the same as your Executors?
Field #185: Will your spouse be your primary agent?
Field #186: Primary Agent: Spouse
Field #187: 1st Alternate Agent
Field #188: 2nd Alternate Agent
Field #189: 3rd Alternate Agent
Field #321: 1st Agent
Field #322: 2nd Agent
Field #323: 3rd Agent
Field #192:

Field #193: Person 2 Medical Power Of Attorney
Field #377: Would you like your agent under your Advanced Health Care Directive to be the same as your Executors?
Field #194: Will your spouse be your primary agent?
Field #195: Primary Agent: Spouse
Field #196: 1st Alternate Agent
Field #197: 2nd Alternate Agent
Field #198: 3rd Alternate Agent
Field #325: 1st Agent
Field #326: 2nd Agent
Field #327: 3rd Agent
Field #200: Co-Agents
Field #340:

Field #265:
Field #386: Real Estate / Property
Field #204: Transferring Property into your Trust
Field #209: Do you own any real estate?
Field #388: Do you own any Real Estate?
Field #210: How many properties?
Field #217:


Field #214: Property 1
Field #329:


Field #328: Property 2
Field #330:


Field #331: Property 3
Field #339:


Field #332: Property 4
Field #335:


Field #336: Property 5
Field #337:


Field #338: Property 6
Field #387: Business
Field #333: Do you have ownership in one or more small business?
Field #233: Do you have ownership in one or more small business?
Field #389: How many businesses?
Field #390:


Field #235: Business 1: Name of entity
Field #236: Business 1: Entity type
Field #393:


Field #391: Business 2: Name of entity
Field #392: Business 2: Entity type
Field #396:


Field #394: Business 3: Name of entity
Field #395: Business 3: Entity type
Field #343:

Field #256:
Field #258: FINAL REVIEW
Field #257: All Fields