A few details Marital statusChoose Married Single Domestic partner Widowed Divorced Children under 18?Choose Yes No Do you have an existing estate plan?Choose No plan yet Yes, a trust or will About what year was it signed? Do you own real estate?Choose Yes, in California Yes, in more than one state No Do you own a business?Choose Yes No
Your roleChoose Successor trustee Co-trustee Beneficiary Family member helping Name of the trust (if known) Date of death or incapacity Is any real estate in the trust?Choose Yes No Not sure Was the plan prepared by our office?Choose Yes No Not sure
Did the person leave a will?Choose Yes No Not sure County where they lived Has a probate case been opened?Choose No Yes Case number Your relationship to the person
Your roleChoose Beneficiary Trustee Family member What is the concern?Choose No information or accounting from the trustee Distributions not made Concern about how assets are managed Question about the validity of a document Other Names of the other people involved (for a conflict check, before an attorney reviews) Disputes begin with a conflict check and attorney review, followed by an engagement or a referral decision.
Anything else we should know? (optional, no confidential details yet) 