This questionnaire collects everything we need to prepare the first draft of your Legacy+ estate plan: your Revocable Living Trust, pour-over Will, Financial Power of Attorney, Advance Health Care Directive, and guardian designations, plus marital trust planning and special needs trust planning where they apply.
It takes about 45 minutes. Your answers are saved in this browser, so you can stop and come back to finish on the same device. If you are unsure about something, leave it blank and we will talk it through.
Near the end you can add optional services. Your estimate updates as you go, starting at the $3,500 package price. A step-by-step guide to funding your trust is always included.
Your answers are confidential. Submitting this form does not by itself create an attorney-client relationship; that begins when you sign our engagement letter.