Telephone Appointment to explain the process, answer questions, send Trust Document Questionnaire, Prepare Trust Documents including Trust, Will, Certificate of Trust, Powers of Attorney for Finance and Healthcare, General Asset Transfer.  Meet in one our our office to deliver your Trust binder, review Trust Documents and sign documents.  We arrange for the notary to notarize your signature at signing.  Record Quitclaim Deed transferring real property into the trust.  Guide you through the process of funding your trust.  Funding your trust, is making sure all assets that need to be in your trust, are transferred into the name of the trust.

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