2F Business Interests / TRUST-FUNDING-REVIEW | Claim My Legacy Estate Planning

Step 2F: Business Interests

Now let’s look at any business interests you own.

Business interests can include an LLC, corporation, partnership, professional practice, or other privately owned business.

You do not need to provide business valuations, tax information, account numbers, or financial statements.

We only need enough information to identify the business and understand how you believe your ownership interest is currently held.

Not sure how your business interest is owned or titled? That’s okay. “Not sure” is a perfectly acceptable answer.

You don't need to know every answer. We'll work through this together.

Do you currently own an interest in a business? *

Yes
No
Not sure

Business 1: Business Name or Description. For example, “Smith Consulting LLC” or “our family rental business” is enough.

How do you believe your ownership interest is currently held?

In my name individually
Jointly with another person
In the name of my/our trust
Through another business or entity
Other
Not sure

Do you know whether your estate plan or trust documents address what should happen to this business interest?

Yes
No
Not sure

Anything you’d like us to know about this business interest?

Do you own additional business interests?

Yes
No

Additional Business Interests: Please list any other businesses or business interests you own. A business name or simple description is enough for now.

After saving your information, return to this page and continue to Step 2G.

CONTINUE TO STEP 2G: OTHER SIGNIFICANT ASSETS