The Ala Firm
The Ala Firm
  • Home
  • Book an appointment
  • Estate planning
    • How we help your family
    • FAQ – Estate planning
  • Forms
    • Consultation questionnaire
    • Last will and testament
    • Financial power of attorney (POA)
    • Medical power of attorney (POA)
    • Trust agreement – Married couple
    • Individual pour-over trust
    • Guardianship election for minors
    • Living will
  • About The Ala Firm

Trust Agreement and Pour-Over Will (Individual)

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

Step 1 of 9

0%
  • Designated Trustee

    A “Trustee” is a person/entity who administers and distributes property held in trust.
Save and Continue Later
  • At least one alternate trustee should be designated in the event your initial trustee is no longer able to serve.
Save and Continue Later
Save and Continue Later
  • Trust Distribution

    If 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 is/are dependent upon you.
  • Please enter a number greater than or equal to 18.
    Minimum age is 18 in Washington, and 21 in Colorado
    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.
Save and Continue Later
  • Beneficiaries

  • 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., their children, grandchildren, etc.). 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.
Save and Continue Later
  • Full Name or OrganizationRelationship to youPercentage of TrustAddressPhoneEmail 
    Add more rows as needed by selecting the plus sign to the right.
Save and Continue Later
  • "Pour-over" Will

    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 your trust estate.
Save and Continue Later
  • Alternate Personal Representatives

Save and Continue Later
  • 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.
Save and Continue Later

Like us on Facebook

Like us on Facebook

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.