LAND TRUST FORMATION QUESTIONNAIRE
Please use this document when wanting us to create essentially a LAND TRUST to be used at a real estate closing. The properties you have in mind are transferred by deed into the Trust. The DECLARATION OF TRUST can be tied to a specific closing OR done independently to have the Land deeded into it after the fact.  

Option 1:  Create the Trust and have the property you already own or WILL own deeded into the Trust without the closing or the Seller. 
Option 2: Create the Trust at closing with the SELLER deeding the property into the Trust. 

NAME OF TRUST: 
			
Address: 			

NAME OF TRUSTEE: 
			
Address: 
			
Cell phone number: 
			
Email address: 

NAME OF BENEFICIARY: 
			
Address: 
			
Cell phone number: 
			
Email address: 

NAME OF SUCCESSOR TRUSTEE (IF ANY) 
			
Address: 
			
Cell phone number: 
			
Email address: 

NAME OF BENEFICIARY:
Complete the same information for additional beneficiaries. 
			
Address: 
			
Cell phone number: 
			
Email address: 

If the Beneficiary or Trustee is an Entity (LLC or Corporation or other Trust, you are required to provide us a copy of the most recent Operating Agreement, By Laws or Trust Agreement.