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Litherland, Kennedy & Associates, APC, Attorneys at Law

Helping Families Preserve Their Wealth and Legacy

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(408) 356-9200

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Trust Administration Consultation

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Decedent's Name(Required)

Decedent's Date of Death(Required)

How many Trustee(s) are there?(Required)

Trustee Name(Required)

Phone number(Required)

Email(Required)

Mailing address

Citizen of US?

Yes

No

Trustee Name(Required)

Phone number(Required)

Email(Required)

Mailing address

Citizen of US?

Yes

No

Trustee Name(Required)

Phone number(Required)

Email(Required)

Mailing address

Citizen of US?

Yes

No

Trustee Name(Required)

Phone number(Required)

Email(Required)

Mailing address

Citizen of US?

Yes

No

Was the decedent married at the time of their death?

Yes

No

Spouse Name(Required)

Phone number

Email (If not already provided)*

Mailing address

Citizen of US?

Yes

No

How many children did the decedent have?

Decedent’s child’s name

Phone number (If not already provided)

Email (If not already provided)

Mailing address (If not already provided)

Decedent’s child’s name

Phone number

Email

Mailing address

Decedent’s child’s name

Phone number

Email

Mailing address

Decedent’s child’s name

Phone number

Email

Mailing address

Decedent’s child’s name

Phone number

Email

Mailing address

Decedent’s child’s name

Phone number

Email

Mailing address

How many other beneficiaries did the decedent have?

Beneficiary’s name

Phone number

Email

Mailing address

Beneficiary’s name

Phone number

Email

Mailing address

Beneficiary’s name

Phone number

Email

Mailing address

Beneficiary’s name

Phone number

Email

Mailing address

Beneficiary’s name

Phone number

Email

Mailing address

Beneficiary’s name

Phone number

Email

Mailing address

Beneficiary’s name

Phone number

Email

Mailing address

Beneficiary’s name

Phone number

Email

Mailing address

Beneficiary’s name

Phone number

Email

Mailing address

Beneficiary’s name

Phone number

Email

Mailing address

Has any beneficiary currently or previously been incarcerated?

Yes

No

Unsure

Does any beneficiary receive government benefits (not including social security retirement or Medicare)?

Yes

No

Unsure

Are any of the non-retirement assets not held in the Trust?

Yes

No

How many Real Estates did the decedent own?

Address

Fair Market Value $

Outstanding Loan $ (do not include cents)

Address

Fair Market Value $

Outstanding Loan $

Address

Fair Market Value $

Outstanding Loan $

Address

Fair Market Value $

Outstanding Loan $

Address

Fair Market Value $

Outstanding Loan $

Address

Fair Market Value $

Outstanding Loan $

Address

Fair Market Value $

Outstanding Loan $

Address

Fair Market Value $

Outstanding Loan $

Address

Fair Market Value $

Outstanding Loan $

Address

Fair Market Value $

Outstanding Loan $

Approximate gross value of the decedent’s Retirement assets: $

Approximate gross value of the decedent's entire Trust estate to the nearest million

Please enter a number from .5 to 50.

Do you have any concerns that you would like to discuss?

Referral?

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