Joint Living Trust

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Your Name* This field is required.
First Name
Middle Name
Last Name
2
Your Spouse's Name* This field is required.
First Name
Middle Name
Last Name
3
Your Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
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Nagorno-Karabakh
Namibia
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Nepal
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Netherlands Antilles
New Caledonia
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Nigeria
Niue
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Norway
Oman
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Paraguay
Peru
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Poland
Portugal
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eSwatini
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Taiwan
Tajikistan
Tanzania
Thailand
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Togo
Tokelau
Tonga
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Vanuatu
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British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
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Zimbabwe
Other
Country
4
Your Email* This field is required.
5
Primary Phone Number* This field is required.
Area Code
Phone Number
6
How did you hear about us?
Please Select
Please Select
Google
Bing
Yelp!
Facebook
YouTube
Thumbtack
Referral
Other
7
Who do you wish to be your Successor Trustee? State their name and relationship to you.* This field is required.Your Successor Trustee is the person you leave in charge of your trust if something happens to you. They will distribute your estate's assets to your beneficiaries.
8
Will your Successor Trustee receive compensation for their service as Trustee?* This field is required.
YESNO
9
Would you like to list one or more Alternate Successor Trustee's?* This field is required.Your Alternate Successor Trustees will act in place of your original Successor Trustee if they cannot, or choose not to serve.
YESNO
10
List the name(s) and relationship(s) to you for each Successor Trustee * This field is required.Please be sure to click "SAVE" after each entry, or the entry will not be submitted.
11
Do you have any living children?* This field is required.
YESNO
12
List the name(s) age(s) and gender(s) of each of your children* This field is required.Please be sure to click "SAVE" after each entry, or the entry will not be submitted.
13
Do you wish to exclude any of your children from your trust?* This field is required.
YESNO
14
List the name(s) age(s) and gender(s) of any children you are excluding* This field is required.Please be sure to click "SAVE" after each entry, or the entry will not be submitted.
15
Do you wish to make any specific bequests?* This field is required.A specific bequest is any part of your estate that you specifically want someone to have (i.e. I want Betty to have my 2002 Ford Ranger Automobile". Specific bequests are made first and then the remainder of the estate would go to your beneficiaries.
YESNO
16
List any Specific Bequests to be made* This field is required. Your beneficiaries will receive the assets in your estate. List the percentage for each beneficiary. Please be sure to click "SAVE" after each entry, or the entry will not be submitted.
17
List the Beneficiaries of your Trust* This field is required. Your beneficiaries will receive the assets in your estate. List the percentage for each beneficiary. Please be sure to click "SAVE" after each entry, or the entry will not be submitted.
18
If your beneficiary(ies) predecease you, do you wish to list an alternate plan?* This field is required.i.e. Alternate beneficiary or may go to descendants of predeceased beneficiary
YESNO
19
List your alternate plan if your initial beneficiary(ies) predecease you.* This field is required.If you are unsure on how to create an alternate plan, please input "need assistance" in the field below and we will assist you with this.
20
Are any of your beneficiaries currently minor children?* This field is required.
YESNO
21
You must list someone to be the conservator of any minor child(ren) listed as a beneficiary. List their name here.* This field is required.The conservator will be responsible for any minor's inheritance for the benefit of the minor until they are old enough to receive their inheritance.
First Name
Middle Name
Last Name
22
List the name of the person you wish to be the guardian of any minor child(ren) in your trust* This field is required.This is the person you elect to care for the well being of your children if they are minors. May be the same as conservator if you wish, or a separate person.
First Name
Middle Name
Last Name
23
List the name(s) of the person(s) you wish to appoint as your agent(s) for financial decisions* This field is required. Your financial agent will be able to take care of financial decisions for you in the event you cannot do so. Please be sure to click "SAVE" after each entry, or the entry will not be submitted.
24
Do you wish to list an alternate financial agent if your original agent cannot serve?* This field is required.
YESNO
25
List the name(s) of the person(s) you wish to appoint as your alternate agent(s) for financial decisions* This field is required.Please be sure to click "SAVE" after each entry, or the entry will not be submitted.
26
List the name(s) of the person(s) you wish to appoint as your agent(s) for healthcare decisions* This field is required. Your healthcare agent will be in charge of your healthcare decisions in the event you become incapacitated. Please be sure to click "SAVE" after each entry, or the entry will not be submitted.
27
Do you wish to list an alternate healthcare agent if your original agent cannot serve?* This field is required.
YESNO
28
List the name(s) of any alternate healthcare agent(s)* This field is required.Please be sure to click "SAVE" after each entry, or the entry will not be submitted.
29
Do you own Real Property?* This field is required.If you choose yes, a Trust Transfer Deed will be added to your checkout. A trust transfer deed is required to transfer your property into the name of your trust. If you do not wish to have your deed prepared at this time, please choose no.
YESNO
30
Upload DeedIf you have a copy of the last filed deed on your property, please upload it here. If you do not have it available, you may skip this for now.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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Terms of Service* This field is required.
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Checkout*If you have real property and would like a trust transfer deed prepared and recorded for you, please make sure to add the additional trust transfer deed service below prior to checkout.
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ORDER SUMMARY
Total costUSD
Joint Living TrustFlat Rate Trust Package
$699.00Edit
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Trust Transfer DeedPrepare and Record Trust Transfer Deed
$399.00Edit
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