Life Insurance Trust Estate Planning Questionnaire
Personal Information
Full Name
Date of Birth
Address
Phone Number
Email Address
Family Information
Spouse/Partner Name
Children Names & Ages
Other Dependents
Life Insurance Policy Details
Insurance Company
Policy Number
Policy Amount
Current Owner of Policy
Current Beneficiary
Type of Policy
Term
Whole Life
Universal
Other
If Other, Specify
Trust Information
Name of Proposed Trust
Desired Trustees
Desired Successor Trustees
Intended Trust Beneficiaries
Additional Trustee Instructions
Other Relevant Information
Other Assets to Include
Special Instructions
Questions or Concerns