Married Couple Trust Intake | Living Trust Attorney | Chatsworth, San Fernando Valley

Step 1 of 7

Personal Information

Provide full legal names exactly as they appear on property titles, accounts, and government ID. All information is strictly confidential.

👨 Husband / Partner 1

Full Legal Name *

Also Known As (other names on accounts)

Date of Birth *

Social Security # (Optional)

🔒 Optional here. Prefer to share by phone? Call 818-714-1789.

U.S. Citizen?

Home Address *

Home / Cell Phone *

Business Phone

Employer

Position / Title

Email Address *We may send documents and appointment confirmations here. Never shared.

👩 Wife / Partner 2

Full Legal Name *

Also Known As

Date of Birth *

Social Security # (Optional)

🔒 Optional here. Prefer to share by phone? Call 818-714-1789.

U.S. Citizen?

Home Address (if different from above)

Cell / Home Phone

Business Phone

Employer

Position / Title

Email Address

Date of Marriage

Step 2 of 7

Children, Family & Goals

List all children and family members. Then rate your estate planning concerns so we can tailor your plan.

Include children from all relationships. Children with special needs should be noted here. Guardian and trustee designations are collected in Step 4.

#	Full Legal Name	Birth Date	Parent(s)	Relationship / Notes
1
2
3

Your Concerns & Goals

H = High concern · S = Some concern · L = Low · N/A = Not applicable

Concern	Husband	Wife
Get affairs in order — plan for death or disability
Protecting spouse
Protecting children
Avoiding probate
Avoiding conservatorship if incapacitated
Protecting assets from creditors or lawsuits
Preserving privacy of affairs
Child with special needs or disability
Protecting children's inheritance from failed marriages
Charitable giving at death

Other concerns or goals (describe freely)

Step 3 of 7

Assets & Property

Complete only applicable sections. Owner codes: H=Husband · W=Wife · JTS=Joint with Spouse · JTO=Joint with Other. Approximate values are fine — we'll confirm at your meeting.

🏠 Real Property (include home, rental, vacation, land)

Attach deeds if available. Gross value — do not deduct mortgage for this field.

Address / DescriptionOwnerMarket ValueLoan Balance

🏦 Bank & Savings (CA=Checking SA=Savings CD=Certificate MM=Money Market — not IRAs)

Institution & Last 4TypeOwnerBalance

📈 Investments, Stocks & Brokerage Accounts

Institution / DescriptionTypeAccount #OwnerValue

💼 Retirement Plans (IRA, 401k, Pension, SEP, Roth)

Plan Name / InstitutionTypeAccount #OwnerValue

🛡️ Life Insurance & Annuities

Company & TypeInsuredFace AmountOwnerBeneficiary

🏢 Business Interests & Other Assets

Business interests (LLCs, partnerships, sole proprietorships)

Vehicles

Valuable personal property (jewelry, art, collections)

Money owed to you / anticipated inheritance

Step 4 of 7

Trustees, Power of Attorney & Healthcare Agents

Who do you trust to manage your estate, finances, and healthcare if you're unable to do so yourself?

You and your spouse will typically be your own initial trustees and agents. These questions are about who steps in if you cannot serve. Choose people who are trustworthy, responsible, and preferably local.

Guardian for Minor Children

Who would raise and love your children in a manner as close as possible to how you would?

1st Choice Guardian — Name, Address, Phone

Relationship to children

2nd Choice Guardian

Relationship

Temporary Guardian (to care for children immediately while permanent guardian is being established)

Successor Trustees

Steps in if you both become incapacitated or pass away. Usually: each other first, then adult children or trusted family.

1st Successor Trustee — Name, Address, Phone

Relationship

2nd Successor Trustee

Relationship

3rd Successor Trustee (backup)

Durable Power of Attorney (Financial)

👨 Husband's Financial Agent

Name, Address, Phone

Relationship

May agent make gifts on your behalf while you are incapacitated?

👩 Wife's Financial Agent

Name, Address, Phone

Relationship

May agent make gifts?

Healthcare Decision Makers

👨 Husband's Healthcare Agent

Name, Address, Phone

Relationship

If incapacitated, should agent try to keep you at home/residence rather than a nursing home when possible?

👩 Wife's Healthcare Agent

Name, Address, Phone

Relationship

If incapacitated, prefer home vs. nursing home?

End-of-Life & Organ Donation

Husband: If there is no reasonable chance of recovery, do you want death prolonged by artificial means?

No — allow natural death Yes — all measures Agent decides

Husband: Organ donation

Transplant Research Both Do not donate

Wife: Artificial life extension preference

No — allow natural death Yes — all measures Agent decides

Wife: Organ donation

Transplant Research Both Do not donate

Step 5 of 7

Distribution of Your Estate

How should your assets be distributed — and under what conditions? These choices define the core of your trust.

When the First Spouse Dies

What happens when the first spouse dies?

All to surviving spouse outright (simple — no tax planning) A/B Trust: divide into Family Trust + Marital Trust (maximizes tax savings, adds protection) Not sure — I want to discuss this with Mr. Chikhalikar

Provide for surviving spouse from the trust during their lifetime:

All income distributed to surviving spouse All income + principal for health, education, and maintenance Discuss with attorney

When Both Spouses Are Gone — Distribution to Children

How do you want assets distributed to your children?

Outright to children equally when they reach adulthood Structured — distribute in stages at specified ages (e.g. ⅓ at 25, ⅓ at 30, balance at 35) Lifetime trust — most creditor protection, trustee manages throughout beneficiary's life

If structured — at what ages and percentages?

Specific Gifts

Cash or property gifts to specific people or charities, separate from the main trust distribution.

Husband — specific gifts to individuals or charities

Wife — specific gifts

Remote Contingent Beneficiary

If no named beneficiary survives you — who receives your estate?

Each spouse's legal heirs-at-law Half to husband's heirs, half to wife's heirs Named individuals or charities (specify below)

If named — who?

Personal property memorandum — do you want the ability to create a written list later for furniture, jewelry, etc.?

Yes No

Additional wishes, concerns, or instructions

Step 6 of 7

Review & Confirm

Review your information before paying your deposit. Go back to edit any section.

Once you submit and pay, Shekhar Chikhalikar, Esq. will review your intake and contact you within 1–2 business days to schedule your estate planning meeting. All documents are custom-drafted — no form kits.

Your Information

Husband—

Wife—

Email—

Phone—

Package & Fees

ServiceMarried Couple Trust

Total Fee$2,000

Deposit Due Today$1,000

Balance at Signing$1,000

By proceeding you confirm all information is accurate. This form is confidential. Submission does not create an attorney-client relationship — that is established in the fee agreement at your planning meeting.

Step 7 of 7

Pay Your $1,000 Deposit

Your deposit reserves your planning session and starts the document drafting process.

Married Couple Trust Package

$1,000

50% deposit due now. Balance of $1,000 due at signing. No refund once drafting begins. Questions before paying? Call 818-714-1789.

Accepted payment methods:

💳 Visa / MC / Amex 💳 Debit Card 📱 Zelle: or Zelle to 818-714-1789 ✉️ Check: SNC Law Office

Pay Securely via Stripe

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💳 Pay $1,000 Deposit Online →

After payment, return here and submit the form below. Or email receipt to shekhar@lavakil.com

Paying by Zelle or Check?

Send $1,000 via Zelle to or Zelle to 818-714-1789 or mail check payable to "SNC Law Office" — Call 818-714-1789 for mailing address. Include your name in the memo. Then email shekhar@lavakil.com to confirm.

Payment confirmation / reference (optional)

We'll contact you at your email within 1–2 business days to confirm payment and schedule your planning meeting.

✅

You're all set!

Your married couple trust intake has been submitted. Shekhar Chikhalikar, Esq. will review your information and reach out within 1–2 business days to confirm your deposit and schedule your estate planning meeting.

Questions? Call or text 818-714-1789 or email shekhar@lavakil.com.

← Back to Estate Planning

Married Couple Trust Intake - LAESQUIRE

Personal Information

Children, Family & Goals

Your Concerns & Goals

Assets & Property

Trustees, Power of Attorney & Healthcare Agents

Guardian for Minor Children

Successor Trustees

Durable Power of Attorney (Financial)

Healthcare Decision Makers

End-of-Life & Organ Donation

Distribution of Your Estate

When the First Spouse Dies

When Both Spouses Are Gone — Distribution to Children

Specific Gifts

Remote Contingent Beneficiary

Review & Confirm

Your Information

Package & Fees

Pay Your $1,000 Deposit

Married Couple Trust Package

Pay Securely via Stripe

You're all set!