Estates & Trusts Questionnaire

1. What type of Trust would need to be filed?
Revocable/Living TrustSimple TrustSimple Trust

2. What are your main concerns about your personal tax filings on Form 1040?

3. Does the estate or trust dispose of any stock?
YesNo

4. What are your main concerns about your personal tax filings on Form 1040?

5. Does the estate or trust generate rental income?
YesNo

6. What are your main concerns about your personal tax filings on Form 1040?

7. Does the estate or trust receive any pensions or annuities?
YesNo

8. Does the estate or trust generate rental income?
YesNo