Trust Package Questionnaire for Married Couples


  1. Complete this questionnaire
  2. Receive an email from SignNow to sign the questionnaire document (this document is not your completed trust)
  3. Receive an email with your invoice from QuickBooks – Pay invoice
  4. Ryan will schedule a short 15 minute call with you and Angie (our certified legal documents preparer)
  5. Ryan receives accurate documents from Angie and schedules an in person with you a document signing meeting
  6. Your Trust Package is Complete! (whole process usually takes 1-2 weeks depending on meeting availability)
  7. If you need to chat with Ryan about anything use this link and pick a date and time that works best for you.
Learn More About Filling Out This Form