A step-by-step trust preparation packet designed to help you organize
everything your attorney will need — before your appointment.
No legal advice. No data stored.
Organize assets, trustees, beneficiaries, and guardians in a clean, professional format your attorney can review.
Plain-English instructions for each section so nothing is missed and nothing is confusing.
Your information is never saved to a database. Everything stays in your browser.
When you complete your trust packet, you also unlock a simple will at no additional cost.