Personal Information Form for Trust Preparation

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Personal Information Form for Trust Preparation

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.