To get started on your trust, it’s as easy as one, two, three.
1. Please fill out my form. This is an online form and pretty easy to use.
If you are a hard copy kind of person, you can use this pdf form: estateplaninforsheet
2. Next, set up an appointment in a few clicks here. I get the online form automatically. If you use the pdf, bring it to the meeting. I don’t need it before the meeting.
3. Come on it and talk it over. The meeting takes about 45 minutes. The trust is done and ready to sign within about 1 week.
After the trust is signed we usually have a funding meeting to get all of the assets correctly titled in the trust. This is an important step often overlooked by some attorneys who prepare trusts.