Click Applicable Selection to The Right To Play Video
(2M) Completing The MARRIED Questionnaire (5min 22sec)
This video guides you through the MARRIED trust questionnaire
[singles see (2S) below] where you provide us your names, childrens’ names, contact information, successor trustee names, and other information. We also confirm your intent on a few matters. To play the correct questionnaire video please click the appropriate selection depending if you are completing an in-office trust or a trust-by-mail.
Click Applicable Selection to The Right To Play Video
(2S) Completing The SINGLE Questionnaire (5min 22sec)
This video guides you through the SINGLE trust questionnaire [marrieds see (2M) above] where you provide us your names, childrens’ names, contact information, successor trustee names, and other information. We also confirm your intent on a few matters. To play the correct questionnaire video please click the appropriate selection depending if you are completing an in-office trust or a trust-by-mail.