TRUST SITUS INQUIRY
OUR GOAL—YOUR Complete Satisfaction and UnderstandingShould you order this document from Spiegel & Utrera, P.A., Spiegel & Utrera, P.A., will incorporate your basic information into a draft document that will be conveyed to you for your review and make reasonable changes upon request.
Please complete where applicable
Name:	*required
City:
State:
Phone Number:	*required
Cellular Phone:
Email:	*required
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Fax:
What do some of these terms mean? Click here for a Glossary.
Name of Trust:
Type of Trust:	Individual Revocable Living Trust
	A/B (Marital Exemption) Trust
	Irrevocable Living Trust
	Irrevocable Life Insurance Trust
	Special Needs Trust
Settlor:
Co-Settlor:
Trustee:
Co-Trustee:
Successor Trustee:
Successor Co-Trustee:
Specific Gifts or Bequests from the Trust
Name of Gift or Bequest Recipient (1)
Optional Address of Gift or Bequest Recipient (1)
Gift Recipient 1's Relationship to Settlor
Describe Gift
Name of Gift or Bequest Recipient (2)
Optional Address of Gift or Bequest Recipient (2)
Gift Recipient 2's Relationship to Settlor
Describe Gift
Name of Gift or Bequest Recipient (3)
Optional Address of Gift or Bequest Recipient (3)
Gift Recipient 3's Relationship to Settlor
Describe Gift
Name of Gift or Bequest Recipient (4)
Optional Address of Gift or Bequest Recipient (4)
Gift Recipient 4's Relationship to Settlor
Describe Gift
Beneficiaries from the Trust
Name of Beneficiary 1 of Trust
Optional Address of Beneficiary 1 of Trust
Beneficiary 1's Relationship to Settlor
Beneficiary 1's Percentage of Residual of Trust (after Bequests, if any)
Name of Beneficiary 2 of Trust
Optional Address of Beneficiary 2 of Trust
Beneficiary 2's Relationship to Settlor
Beneficiary 2's Percentage of Residual of Trust (after Bequests, if any)
Name of Beneficiary 3 of Trust
Optional Address of Beneficiary 3 of Trust
Beneficiary 3's Relationship to Settlor
Beneficiary 3's Percentage of Residual of Trust (after Bequests, if any)
Name of Beneficiary 4 of Trust
Optional Address of Beneficiary 4 of Trust
Beneficiary 4's Relationship to Settlor
Beneficiary 4's Percentage of Residual of Trust (after Bequests, if any)
ASSETS - Please indicate the assets held by the testator or testatrix below and describe as applicable.
Residence/Home (Please provide a short description including the name(s) or the owner(s) that hold title, mortgage(s), (quantity and amount(s)), and approximate value).
City of Residence/Home
State of Residence/Home
Other Real Estate (Please provide a short description including the name(s) of the owner(s) that hold title, mortgage(s), (quantity and amount(s)), and approximate value).
City of Other Real Estate
State of Other Real Estate
Cash and cash equivalents (Please provide a short description including the name(s) of the account owner(s) and approximate value).
City where Cash and Cash Equivalents Located
State where Cash and Cash Equivalents Located
Investments
City where Investments Located
State where Investments Located
Life Insurance
City where Life Insurance negotiated/entered into
State where Life Insurance negotiated/entered into
IRA Accounts
City where IRA Account services negotiated/entered into
State where IRA Account services negotiated/entered into
Notes, Mortgages and Obligations
City where Notes, Mortgages and Obligations negotiated/executed
State where Notes, Mortgages and Obligations negotiated/executed
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I understand the process and I acknowledge the payments are non-refundable, please charge my card and begin the order.
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