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Trust Agreement and Pour-Over Wills (Married Couple)

If you retained The Ala Firm to prepare a trust agreement for you, including pour-over wills, please complete this form.

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  • Designated Trustee

    A “Trustee” is a person/entity who administers and distributes property held in trust. Spouses typically act as initial joint trustees. When one spouse passes, the surviving spouse often continues to act as the trustee. At least one alternate trustee should be designated in the event you and/or your spouse are no longer able to serve.
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  • Trust Distribution

    If one or both of you become incapacitated and unable to manage the trust assets, the trustee may make distributions from the trust assets to provide for the health, education, support, or maintenance of any person(s) that are dependent upon you.
  • If none, leave blank.
  • Please enter a number greater than or equal to 21.
    For example, that the beneficiary obtain a 2-year Associate’s degree or 4-year college degree; that they have completed a financial responsibility course, etc.
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  • Beneficiaries

    When one spouse passes, the trust will continue in effect for the surviving spouse. When the surviving spouse passes, this information will designate who will receive the trust assets.
  • Full NamePercentage of Trust 
    Add more rows as needed by selecting the plus sign to the right
  • Full Name or OrganizationRelationship to youPercentage of TrustAddressPhoneEmail 
    Add more rows as needed by selecting the plus sign to the right
    If yes, the share that would be allocated to the deceased beneficiary will be passed on to the deceased beneficiary's descendants (i.e., your grandchildren). If you answer no, then the shares would be re-allocated only to those beneficiaries that are still living at the time of your death.
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  • Full Name or OrganizationRelationship to youPercentage of TrustAddressPhoneEmail 
    Add more rows as needed by selecting the plus sign to the right
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  • "Pour-over" Will - HUSBAND

    The pour-over will is designed to compliment your estate plan by capturing any asset that was not already transferred into the name of the trust and adding it to the trust principal.
  • Alternate Personal Representatives

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  • Specific Gifts

  • Describe itemBeneficiary namePercentage 
    For example, jewelry, artwork, collectibles, cars, guns, heirlooms, etc. Add more rows as needed by selecting the plus sign to the right
  • AmountBeneficiary name 
    To family, friends, charities, etc. Add more rows as needed by selecting the plus sign to the right.
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  • "Pour-over" Will - WIFE

  • Alternate Personal Representatives

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  • Specific Gifts

  • Describe itemBeneficiary namePercentage 
    For example, jewelry, artwork, collectibles, cars, guns, heirlooms, etc. Add more rows as needed by selecting the plus sign to the right.
  • AmountBeneficiary name 
    To family, friends, charities, etc. Add more rows as needed by selecting the plus sign to the right.
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About Marisa

Marisa Ala

Marisa is taking her 20 years of experience in litigation and helping families secure their financial future through informed estate planning.