Evaluation Request

    * = required

    Your Name*

    Your Firm

    Your Phone*

    Your Email*

    Trust Facts & Assumptions

    Type of Trust* (CRUT, NIMCRUT, or CRAT)

    Payout Rate* (annuity amount if CRAT)

    Current Value of Trust*

    Income Beneficiary Facts

    Date of Birth (client 1)*

    Date of Birth (client 2)

    Comments or Questions