.jpeg)
8 STEPS TO CREATING AND FUNDING A LIVING TRUST ESTATE PLAN FOR YOU
Step 1
Initial contact with the law office.
Step 2
The first interview is in person, by telephone, or virtually with an attorney. 60-90 minutes.
Step 3
Documents drafted and sent to you for your review.
Step 4
You may have or, make changes. 1 - 2 weeks.
Step 5
Documents are finalized. 1 week
Step 6
Detailed explanation and signing appointment with attorney and notary. 60-90 minutes.
Step 7
Since you will keep your original documents (and any copies made at your request) you are not dependant on any specific law firm if you want to make changes or need administration in the future.
Step 8
Funding the Trust. 2 weeks - 2 months.
