Common Questions

(1) Completing a Living Trust & Pricing

(2) Titling Assets in Your Trust

(3) Changes In Marital Status

(4) Amendments, Reviews, & Changes

(5) Why & When To Review & Update A Trust

(6) Why You May No Longer Need or Want An AB or ABC Trust

(7) Important Issues When Someone Dies or is Dying

(8) Real Estate Issues

(9) Medical Directives

(10) Granting / Obtaining Signature Power

(11) Trust Copies & Originals

(12) Incapacity Issues

(13) Confidentiality Issues & Policies

Completing a Living Trust & Pricing

1. Single Trust Appointment Material and Information: Click here if you are single (not married) and wish to download and view some of the forms, instructions, and material towards completing a living trust.
2. Married Trust Appointment Material and Information: Click here if you are a married couple and wish to download and view some of the forms, instructions, and material towards completing a joint married living trust.
3. One-Spouse Trust Appointment Material and Information: While most married couples choose a joint living trust, click here if you wish to download and view some of the forms, instructions, and material towards completing a one-spouse living trust. (That is you are married but wish to complete your own separate trust without your spouse). Though a joint married trust is able to handle both community and separate property, this option is sometimes desired when one or both spouses have significant amounts of separate property and one or both spouses wish to separately manage and keep distinctively segregated their respective property. For further discussion of this issue see “Issues for Married Couples”.
   
4. Pricing: This is the breakdown of our current pricing. Please note that our prices are subject to change at any time and are going up soon.