Married couple trust package

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.

Step 1 of 8

Husband's Name
First Middle Last
Wife's Name
First Middle Last
Trustee
A “Trustee” is a person/entity who manages and distributes property held in trust. Spouses typically act as joint trustees. When one spouse passes, the surviving spouse may continue to act as the trustee. At least one alternate trustee should be identified in the event you and/or your spouse are no longer able to serve.
Do you and your spouse want to act as joint trustees? (Typically recommended)
- Yes
- No
Who do you want to be your initial trustee (when both of you are no longer able to act)?
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?
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

Trust Distribution
Which of the following options best describes who is authorized to direct distributions from the trust during your lifetime?
- Both spouses are to jointly provide direction as to the distribution of any trust asset(s) (Typically recommended)
- Either spouse may provide direction as to the distribution of any trust asset(s)
- Each spouse may only direct the distribution of his/her own separate property transferred into the trust.
Do you want your trustee to be able to make distributions for any person that is dependent on you if you are incapacitated? (Typically recommended)
- Yes
- No
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.
Please list any restrictions you wish to place on the power to distribute the trust assets to persons dependent upon you.
If none, leave blank.
What age do you wish your beneficiaries to reach before the trust principal can be distributed?
Please enter a number greater than or equal to 18.
In Washington and Idaho, a beneficiary must be at least 18 to receive an inheritance. In Colorado, a beneficiary must be at least 21. We typically recommend age 25. Unless a different age is provided here, your documents will be drafted with age 25 as the minimum age of inheritance.
Do you wish to place any additional restrictions on the distribution of the trust assets to your beneficiaries?
- Yes
- No
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.
Please describe

"Pour-over" Will – HUSBAND
The pour-over will is designed to compliment your estate plan by capturing any asset that were not transferred into the name of your trust and adding it to the trust at the time of your passing.
Do you want your wife to be your Personal Representative?
- Yes
- No
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.
Who do you want to be your Personal Representative?
First Middle Last
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
We recommend that you name at least one alternate Personal Representative in the event your first choice is not able to act.
Relationship to you
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email
Do you (husband) 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

"Pour-over" Will – WIFE
Do you want your husband to be your Personal Representative?
- Yes
- No
Who do you want to be your Personal Representative?
First Middle Last
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 (Wife) wish to name 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

Trust Distribution

Beneficiaries

"Pour-over" Will – HUSBAND

Alternate Personal Representatives

Specific Gifts

"Pour-over" Will – WIFE

Alternate Personal Representatives

Specific Gifts

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

Full Name or Organization	Relationship to you	Percentage of Trust	Address	Phone	Email

Describe item	Beneficiary name	Percentage

Amount	Beneficiary name

Describe item	Beneficiary name	Percentage

Amount	Beneficiary name