Intake

Request a free consultation

A short, confidential intake. The first 30-minute consultation is complimentary.

Full name *

Email *

Phone

Town / city

Practice area *

Urgency

Subject *

Describe your matter *

Create a Trust

A few more details

Anything you don't know yet, leave blank — we'll fill it in together.

Grantor — full legal name

The person creating the trust

Grantor address (street, city, state, zip)

Grantor date of birth

Marital status

Spouse's full legal name

Trustee — full legal name

Manager of the trust (often the grantor)

Trustee relationship & contact

Co-trustee (optional)

Successor trustee — full legal name

Takes over if trustee can no longer serve

Successor trustee relationship & contact

Successor trustee bond requirement

Beneficiaries (one per line)

If a beneficiary predeceases you, their share goes to…

Hold a minor beneficiary's share in trust until age 18?

Primary purposes of the trust

List any that apply, plus anything else important

Spendthrift / distribution control

If limitations apply, describe them

Trustee compensation

Real estate to fund into the trust

Motor vehicles

Business interests

Valuable personal property

Other assets (IP, accounts, etc.)

Assets held in another state?

If yes, describe out-of-state assets

Live in another state part of the year?

If yes, where and how long

Existing will or other trusts?

Living parents you want to provide for?

Family member with serious long-term medical/physical needs?

Life insurance, annuities, IRAs with named beneficiaries?

Create a pet trust?

If yes, pet name, type, caretaker, and amount

Special instructions to the trustee

Opposing party (if any)

Preferred contact

I consent to being contacted by Robert Osol's office regarding this matter. I understand submitting this form does not create an attorney-client relationship.

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