Arizona Estate Plan Questionnaire

Name of the person(s) or trust company you want to become the trustee or co-trustees of your trust if you die or lose your mental capacity. You must name at least one successor trustee. You can have two people serve as co-trustees by naming both people in the same field. If you are not sure who to name at this time enter "not sure" in the name field and you can let us know later. If you want to name more than three successor trustees click on the + icon on the right of the column to add another row.

Name of the person(s) or trust company your spouse wants to become the trustee or co-trustees of your spouse's trust if your spouse died or loses his/her mental capacity. You spouse must name at least one successor trustee. Your spouse can have two people serve as co-trustees by naming both people in the same field. If your spouse is not sure who to name at this time enter "not sure" in the name field and your spouse can let us know later. If you want to name more than three successor trustees click on the + icon on the right of the column to add another row.

Name of the person(s) or trust company you want to become the trustee or co-trustees of the trust if you and your spouse were to die or lack mental capacity. You must name at least one successor trustee. You can have two people serve as co-trustees by naming both people in the same field. If you are not sure who to name at this time enter "not sure" in the name field and you can let us know later. If you want to name more than three successor trustees click on the + icon on the right of the column to add another row.