LAESQUIRE · Confidential client intake
Married / Partnered Living Trust
For couples creating a joint revocable living trust. Full legal names, assets, beneficiaries and successor trustees.
Questions while you fill this in? Call 818-714-1789 (M–F 9–6).
Your answers stay on this device until you press send. They are saved locally as a draft so you can stop and come back. Prefer not to type an identifier such as a Social Security number? Leave it blank and give it to us by phone — the intake still works without it.
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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
🔒 Optional here. Prefer to share by phone? Call 818-714-1789.
We may send documents and appointment confirmations here. Never shared.
🔒 Optional here. Prefer to share by phone? Call 818-714-1789.