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