Living trust questionnaire
Complete our living trust questionnaire today for peace of mind and security for your loved ones. Take charge of your future in just a few clicks.
A living trust is a form of estate planning that allows you to control your assets (your money and property) while you are still alive, but have it distributed to people or organizations you select when you pass.
Why do I need A Living Trust vs a Will
A will is a simple legal document that provides instructions on how to distribute property to
beneficiaries after death, while a trust is a complex legal arrangement that allows you to transfer
ownership of property, is managed by a third party, and is distributed to beneficiaries at any time
determined by the creator of the trust.
These documents are included in the package: $1275
If there are additional forms required, registration fees will be at an additional price.
• Joint or Single Revocable Living Trust
• Power of Attorneys (1 per Trustee 2 max)
• Health Directives (1 per Trustee 2 max)
• Living Wills (1 per Trustee 2 max)
• Property Recorded at county records office.
• Memorial Plans
Additional cost for (Price May Vary) Starting at $1275
Guardianship Addendum
Second marriage or children from prior relationships