Review Questionnaire & Schedule Final Signing Session
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Final Signing Session
Prefer to Talk It Through? i
Estate Planning Assistant
Answers your questions one at a time, in plain conversation
Hi, I'm here to walk you through your estate plan questionnaire step by step, no forms to stare at, just a conversation. I'll ask one question
at a time, and you can answer in your own words. Ready when you are.
Before You Begin
Have three trustees ready: the people who will manage your trust if you are incapacitated or pass away. You will need each person’s full legal name, address, and phone number.
