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Legal Services

Steps to Completing Your Trust

Clipboard Icon Questionnaire. Complete the Estate Planning Questionnaire for us to assess your needs. Our office can email you the questionnaire to fill out. If you have questions or need assistance we can assist you. Download PDF questionnaire = Here
Consultation Icon Consultation. Set an in-office appointment to meet with the attorney to review your questionnaire, to receive an in- dept explanation of how a living trust works, and to sign a fee agreement to prepare your paperwork. Self-set an appointment = Here
Document Preparation Icon Document Preparation. Our office will use your questionnaire and the information you share with us to prepare a draft of your Living Trust documents.
Document Icon Document Review & Signing. We will review with you in person your completed Living Trust documents and explain to you the purpose of each document. The documents are then signed by you and notarized in the office and bundled together in an organized tabbed binder.
Handshake Icon Finished & Follow Up. Once completed we will give you a list of follow up items to ensure that you are connecting all of the dots. You should keep your documents in a safe and accessible place. Our office is available for any follow- up items.

Attorney Advertising. Each situation varies. The information provided is for general purposes and is not to be construed as a legal advice for a particular situation.