Trust and Will Change Form

Name *

Email Address *

Phone Number *

Has anyone's name changed (usually due to marriage or divorce)?

Yes

No

Are your asset and gift schedules up to date?

Yes

No

Are your Executors/Trustees still capable of acting?

Yes

No

Have you already given away any gifts you made in your documents?

Yes

No

Do you have any new children or grandchildren that are not currently included in your estate plan?

Yes

No

Has anyone named in your estate plan died?

Yes

No

Have you moved?

Yes

No

Any Further Information? Please explain “yes” answers below.

Text

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