This questionnaire will guide you through the following subjects:
| Personal Info A trust can be created with property from one or two people. You will be asked the personal details of the people putting property in the trust, also known as grantors. |
| | Property You will be asked the details of the property being put in the trust, such as real estate, financial accounts, business interests, etc. |
| | Gifts You will be asked to name family members, friends, or charities (known as beneficiaries) that will receive the trust property when you or the other grantor passes away. |
| | Representatives You will be asked to name people who will manage the trust property and gifts as well as care for your minor children (if applicable) when you pass away. |
Click the Save and Continue button below to continue to the next page. |