All formsREAL ESTATE SERVICES

Florida Land Trust Planning Questionnaire

All questionnaire sections 9

1. Prospective client and current owners
2. Property and chain of title
3. Homestead, taxes, and property operations
4. Financing, liens, and title matters
5. Proposed trust structure and parties
6. Objectives and proposed operating terms
7. Related legal, tax, and financial considerations
8. Records to provide
Review & electronic signature

Step 1 of 9 · 1. Prospective client and current owners

1. Prospective client and current owners

If information is not available, write “unknown.” This questionnaire does not create a trust, authorize a transfer, or establish an attorney-client engagement.

Date completed Matter / referral source Prospective client’s full legal name *Other names used, if any Mailing address Telephone *Email *Preferred language / contact method Marital status and, if married, date and place of marriage Spouse’s full legal name and contact information (if different) Names of all current record owners exactly as shown on the deed For each record owner: mailing address, marital status, and relationship to the client Is any owner acting as trustee, personal representative, guardian, agent, or entity representative? Identify the capacity

Your answers save on this device until you send. Submitting does not create an attorney-client relationship.