After you submit your questionnaire you'll be directed to the payment page. Once we receive your $275 payment, we'll begin drawing up your documents and within 24 hours we'll send your first drafts. After you read through all of your documents, you'll schedule a phone or Skype conference with us and we'll go over each document with you to make sure you understand how they functions and what you'll need to do with them. During that conference we'll also answer your questions and make revisions to your documents if needed. When we are finished with this process, we'll send your final package as PDFs or by snail mail.
The Joint Trust Package includes a Joint Living Trust, a Living Together or Partnership Agreement, and – for both partners – Last Wills, Advance Directives, Durable Power of Attorney for Finances, Deeds to property, Certification of Trust, HIPAA form, Disposition of Remains, Hospital Visitation form, Final Arrangements form, Guidance for Health Care Agent form, instructions for funding your trust, instructions for your successor trustee and executor, instructions for finalizing your documents, letters of intent, revocation, resignation and acceptance documents and miscellaneous supporting documents. Hover your mouse here to read more about what happens after you submit the following questionnaire.
Joint Trust Package Questionnaire
