Readiness Checklist

Review each category below so you know what information to gather before starting the questionnaire. Acknowledge every category to continue.

Categories acknowledged: 0 / 7

• Personal InformationHide details

  Basic information about the person or people creating the trust, including name, address, phone, email, marital status, and state of residence.

  • Full legal name of each person creating the trust
  • Home or mailing address, phone number, and email address
  • Marital status and the state where you live
• Family InformationShow required information
• TrusteesShow required information
• BeneficiariesShow required information
• AssetsShow required information
• Existing Estate DocumentsShow required information
• Special InstructionsShow required information

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Your Trust Creation Journey

1. Create Account
2. Prepare for Intake
3. Complete Intake
4. Attorney Review Deposit
5. Trust Package Draft
6. Attorney Review
7. Final Payment
8. Package Publication
9. Document Delivery