Individual pour-over trust

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

Your Name
First Middle Last
Trustee
A “Trustee” is a person/entity who manages your trust and distributes property held in your trust. You will be the trustee of your trust until you are no longer able to serve, either because of incapacity or death.
Who do you want to be your Trustee (when you are no longer able to serve)?
First Middle Last
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

Who do you want to be your first alternate Trustee?
At least one alternate trustee should be designated in the event your first choice of trustee is no longer able to serve.
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

Do you wish to identify a second alternate Trustee?
- Yes
- No
Who do you want to be your second alternate Trustee?
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

"Pour-over" Will
The pour-over will is designed to compliment your estate plan by capturing any assets that were not transferred into your trust and adding it to your trust estate.
Who do you want to be your Personal Representative?
First Middle Last
Your Personal Representative is the individual that will manage your affairs, including for example planning your memorial service, distributing personal property, canceling subscriptions/utilities, paying final bills, and distributing your estate into your trust.
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

Alternate Personal Representatives
Who do you want to be your first alternate Personal Representative?
First Middle Last
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email
Do you wish to identify a second alternate Personal Representative?
- Yes
- No
Who do you want to be your second alternate Personal Representative?
First Middle Last
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

Trustee

Full Name or Organization	Relationship to you	Percent / Amount	Address	Phone	Email

Describe item	Beneficiary name	Percentage

Amount	Beneficiary name