San Bernardino — 13-20595-360

Source: https://sanbernardino.courts.ca.gov/system/files/13-20595-360confidentialinformationsheettrustmatters.pdf

TRUST MATTERS Confidential Information Sheet Complete all information that applies to this petition.

Case Number:____________________________________________________________________________

Name of Trust: ___________________________________________________________________________

When Created: ___________________ Created by whom: ______________________________________

Type of Trust: ____________________________________________________________________________

Settlor(s) of Trust: _________________________________________________________________________

Settlor(s) Date of death: ____________________________________________________________________

Pour-over Will(s) created and by whom: _______________________ Date of Will(s):____________________

Trustee(s): __________________________ Successor Trustee(s): ________________________________

Trust Amendments and/or Restatements: ______________________________________________________

Minor Minor

____________________________ Adult ____________________________ Adult Beneficiary Beneficiary

Minor Minor

____________________________ Adult ____________________________ Adult Beneficiary Beneficiary

Minor Minor

____________________________ Adult ____________________________ Adult Beneficiary Beneficiary

Minor Minor

____________________________ Adult ____________________________ Adult Contingent Beneficiary Contingent Beneficiary

13-20595-360 (rev. 09/2020) Optional