Create Your Must Have Documents

Download our questionnaire and get a free quote to get started. Fill it out and send it to our office by fax, email, or mail. Janet herself will review it to give you a quote for her flat fee. 

If you decide to proceed, a retainer agreement is signed and an appointment date set. Our office then begins funding your trust by writing the following forms and letters:

Change of Title | Change of Beneficiary | Instruction Letters | Preparing Deeds

Walk Out with Complete Documents

Our goal is to have everything signed so you can walk out of our offices with completed documents. In special cases, however, the trust and will cannot be completed in one appointment. Janet will explain the following in detail:

Trust | Will | Power of Attorney for Finance | Health Care Directive | Funding Documents 

Suze & Janet