Estate Package
To best assist you, please have the following information nearby when submiting your information:
- Names, addresses, phone numbers, and date of birth of all children;
- Name and address of sucessor trustee and alternate successor trustee;
- Names and address/phone numbers of any assets you desire to place in the Trust (e.g., bank accounts, investment accounts, etc.)(NOTE: Insurance benefits, 401K, and pension funds are best not put in Trust)(ALSO: We will assume all these assets are marital community property if you are married. Please tell us if they are owned by one partner in the marriage);
Please click "get started" below and fill out your information. This enables your Revocable Living Trust to be accurately drafted, returned to you within 24 hours, and assists you as you think through the details of your Revocable Living Trust.

