Simple steps
How your trust session works
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Online intake booking
Guided consultation
Drafting and review
Signing and recording
Select your appointment time and complete our secure household asset questionnaire.
Meet virtually with your attorney to review asset titles and personal wishes.
Receive your complete living trust binder and customized transfer instructions.
Finalize execution with your local notary and record new residential deeds.
Have unique asset questions?
Reach out directly before booking if you hold commercial property or complex out-of-state assets.