Update for Trust Package | RainbowLaw.com

After you submit your questionnaire you'll be directed to the payment page. Once we receive your payment ($125 if you are getting an update package for 2 people and $75 if you are getting an update package only for yourself), 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.

Update for Trust Package includes: an amendment to your trust, last will and testament,medical & financial advance directives, plus a variety of other supporting documents for 1 or 2 people. Hover your mouse here to read more about what happens after you submit the following questionnaire.

Update for Living Trust Package Questionnaire

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PLEASE BE PATIENT! THE QUESTIONNAIRE FORM MAY LOAD SLOWLY!

Basic information

In order to make your documents so they reflect your needs and wishes, you must answer ALL of the following questions, even if they are NOT marked as "required" with an asterisk (*):

Email Address *

Legal First Name * This should be the name that appears on your driver's license and/or Social Security card.

Middle Name or Initial

Legal Last Name *

Street Address

Unit or Apt#

City

State

Zip / Post Code

COUNTY where you'll sign your documents Be sure to type in your COUNTY NOT COUNTRY. This is important to know for the purpose of the notary/signature informations

Be sure to type in your COUNTY NOT COUNTRY. This is important to know for the purpose of the notary/signature informations

Home Phone

Cell Phone

Date of Birth

What is your gender?

Female
Male
Other

Please explain what you mean by "other"

What is your relationship status? *

Single
In a relationship

Did you sign the first (original) trust you ordered from Rainbow Law?

What date did you sign your Trust?

Please explain why you did not sign your original trust:

Property

In order to make your documents so they reflect your needs and wishes, you must answer ALL of the following questions, even if they are not marked as "required" with an asterisk (*):

Do you own your own home or other real property?

Do you own your home with someone else?

No, only my name is on the deed
Yes, I own my home with my spouse/partner
Yes, I own my home with someone else

Is this property owned jointly with rights of survivorship?

Yes
No
Not sure

Does your spouse/partner own a home or real property?

Does your spouse/partner own the home with someone else?

No, only my partner's name is on the deed
Yes, my name is also on the deed
Yes, someone else's name is also on the deed

Is this property owned jointly with rights of survivorship?

Yes
No
Not sure

Do you want deeds transferring property into the trust? You can put real property into your trust by signing and recording deeds that transfer ownership to the trust. Go to the learning center to find out more about putting property into a trust.

You can put real property into your trust by signing and recording deeds that transfer ownership to the trust. Go to the learning center to find out more about putting property into a trust.

No
Yes, I want deeds for all property
Yes, but I only want deeds for some property

Spouse/Partner

In order to make your documents so they reflect your needs and wishes, you must answer ALL of the following questions, even if they are not marked as "required" with an asterisk (*):

Your Spouse/Partner's Email Address

Your Spouse/Partner's Legal First Name

Your Spouse/Partner's Middle Name or Initial

Your Spouse/Partner's Legal Last Name

Your Spouse/Partner's Phone

Spouse/partner's cell phone

Your Spouse/Partner's Date of Birth

Spouse/partner's gender

Female
Male
Other

Please explain what you mean by "other"

Does your spouse/partner live with you?

What is the legal relationship between you and your partner?

Legally married
In a legal civil union
Registered as domestic partners
Had a commitment ceremony that is not legally recognized
None of the above

What is the date you celebrate as your anniversary?

Children

In order to make your documents so they reflect your needs and wishes, you must answer ALL of the following questions, even if they are not marked as "required" with an asterisk (*):

Do you have children?

Does your partner/spouse have children?

Do you and your spouse/partner have children together?

Are you pregnant or trying to get pregnant?

Is your spouse/partner pregnant or trying to get pregnant?

Please check one or more the following documents you need to protect your rights as a parent and/or to protect your children in case something happens to you while they are still minors:

Nomination of guardian for your child(ren) This document lets you appoint someone to raise your child(ren) in case you become incapacitated or die

Do you want to name your spouse/partner or someone else?

Spouse/partner
Someone else

Name of person you want to nominate as guardian

Alternate Guardian for your children

Nomination of guardian for your spouse/partner's child(ren) This document lets your spouse/partner appoint someone to raise his or her child(ren) in case he or she becomes incapacitated or dies

This document lets your spouse/partner appoint someone to raise his or her child(ren) in case he or she becomes incapacitated or dies

Does your spouse/partner want to name you or someone else?

Me
Someone else

Name of person your spouse/partner wants to nominate as guardian

Alternate Guardian for your spouse/partner's children

Authorization to consent to medical treatment of a minor child This document lets you authorize someone to consent to your child's medical treatment if you are not available to do so. It also lets someone consent to school activities, travel with your child and more.

This document lets you authorize someone to consent to your child's medical treatment if you are not available to do so. It also lets someone consent to school activities, travel with your child and more.

Do you want to name your partner or someone else to consent to medical treatment of your minor child?

My spouse/partner
Someone else

Name of person you want to authorize to consent to medical treatment

Authorization to consent to medical treatment of partner's minor child This document lets your partner/spouse authorize someone to consent to his or her child's medical treatment if he or she is not available to do so. It also lets someone consent to school activities, travel with the child and more.

This document lets your partner/spouse authorize someone to consent to his or her child's medical treatment if he or she is not available to do so. It also lets someone consent to school activities, travel with the child and more.

Does your spouse/partner want to name you or someone else to consent to minor child's medical treatment?

Me
Someone else

Name of person your spouse/partner wants to authorize to consent to medical treatment

Parenting agreement This is a contract between you and your partner that essentially says you agree that both of you are equal parents to your children and that even if you break-up, you'll remain so. It also states that both of you will contribute financially for the child's care and both of you will have equal custody and visitation rights.

This is a contract between you and your partner that essentially says you agree that both of you are equal parents to your children and that even if you break-up, you'll remain so. It also states that both of you will contribute financially for the child's care and both of you will have equal custody and visitation rights.

Sperm donor agreement If you or your partner is or is trying to get pregnant with a known donor, you should sign a contract with that donor that sets out the terms of your agreement - i.e. whether the donor's name will be on the birth certificate or not, whether he will have visitation rights, etc. See the learning center for more information.

If you or your partner is or is trying to get pregnant with a known donor, you should sign a contract with that donor that sets out the terms of your agreement - i.e. whether the donor's name will be on the birth certificate or not, whether he will have visitation rights, etc. See the learning center for more information.

Who will be using the sperm to get pregnant?

Me
My spouse/partner
someone else

Please check all that applies to your donor agreement:

The donor's name will NOT be listed on the birth certificate

The donor is waiving his parental rights

Amount of consideration in exchange for his donation The donor agreement is a contract which requires consideration in order to be valid. Generally, the amount of consideration is $25 but you can choose any amount you desire.

The donor agreement is a contract which requires consideration in order to be valid. Generally, the amount of consideration is $25 but you can choose any amount you desire.

Do you have grandchildren?

How many grandchildren do you have?

Does your spouse/partner have grandchildren?

How many grandchildren does your spouse/partner have?

Advance Directives

In order to make your documents so they reflect your needs and wishes, you must answer ALL of the following questions, even if they are not marked as "required" with an asterisk (*):

Who do you want to make medical & financial decisions for you?

My spouse/partner
Someone else

Who does your spouse/partner want to name to make medical & financial decisions?

Me
Someone else

Will and Trust

In order to make your documents so they reflect your needs and wishes, you must answer ALL of the following questions, even if they are not marked as "required" with an asterisk (*):

Who do you want to name as successor trustee of your trust and executor of your will? A successor trustee manages your trust assets for you and an executor settles your estate through your will. For more information about how a trust and will differ and how they function, please visit the learning center.

A successor trustee manages your trust assets for you and an executor settles your estate through your will. For more information about how a trust and will differ and how they function, please visit the learning center.

My spouse/partner
Someone else

Who does your partner/spouse want to name as successor trustee & executor?

Me
Someone else

Who do you want to inherit your ownership interest in your home and/or other property?

My spouse/partner
Someone else
My spouse/partner to inherit some property but not all

Do you have any specific bequests you'd like to make? A bequest is the act of giving or leaving personal property in a will or trust. Visit the learning center for more information about bequests.

A bequest is the act of giving or leaving personal property in a will or trust. Visit the learning center for more information about bequests.

To whom would you like to leave all the rest of your property?

All to my spouse/partner
All to the children
All to someone else
Leave it some other way

Who does your spouse/partner want to inherit the ownership interest in her or his home and/or other property?

Me
Someone else
I am to inherit some property but not all

Does your spouse/partner have any specific bequests she or he'd like to make? A bequest is the act of giving or leaving personal property in a will or trust. Visit the learning center for more information about bequests.

To whom would your spouse/partner like to leave all the rest of her or his property?

All to me
All to the children
All to someone else
Leave it some other way

Do you want to disinherit anyone?

Does your spouse/partner want to disinherit anyone?

Do you want a joint trust or separate, individual trusts? You may want a joint trust with your partner if you are legally married, in a civil union or registered as domestic partners. Also, if you are both parents to your children, own most of your property jointly or have been in a long-term relationship, a joint trust might be a good option for you. To learn more about joint trusts, visit the learning center.

You may want a joint trust with your partner if you are legally married, in a civil union or registered as domestic partners. Also, if you are both parents to your children, own most of your property jointly or have been in a long-term relationship, a joint trust might be a good option for you. To learn more about joint trusts, visit the learning center.

Joint
Separate

Do you want to be buried or cremated?

Buried
Cremated

Does your spouse/partner want to be buried or cremated?

Buried
Cremated

Do you have any debts you wish to cancel upon your death?

Does your spouse/partner have any debts they wish to cancel upon their death?

What happens next? After you submit this questionnaire, we'll make first drafts of your documents using the information you provided to us and send them to you along with instructions about what you'll need to do next.

Update for Living Trust Package Questionnaire

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Update for Living Trust Package Questionnaire

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