What's Next?

 

Follow these steps:

  1. Submit the questionnaire - We prepare the documents
  2. Receive and verify information summary
  3. We print, package and ship your documents
  4. Received by express mail
  5. Sign and notarize locally
  6. Funding or Transfer of assets to Trust (instructions are included)

Assistance all the way! All you need to do is make an appointment

 

Questionnaire | Documents | Schedule Personal Appointment

 

Get Started | Schedule a Personal Appointment