Trust Fund Questionnaire 2024

A family trust is a legal arrangement where assets like money, property or investments are held and managed by a trustee for the benefit of family members (the beneficiaries)

Subject *

Name *

Email Address *

Gender *

Female

Male

Other

Date of Birth *

Occuptaiom *

Marital Status *

Single

Married

Domestic Partnership

Divorced

Widowed

These are the financial and/or physical assets I have: *

Money Market Funds

Life Insurance (Group/Individual)

Pension (Group/Individual)

REITS (Real Estate Investment Trust)

Bonds

Shares

Real Estate (Land/Other Property)

Other

What Type of Trust are you interested in setting up? *

Cash Trust - Manage distribution of your cash ONLY

Family Trust - Manage distribution of ALL assets property plus cash

What is your preferred mode of communication? *

Email

Phone call

Whatsapp/Message

Any of the above

Other

If you prefer a phone call, please share your phone number here

Comments and/or questions that can help us better prepare for our meeting *

Submit