Trust Package Questionnaire for Unmarried Person

WHAT TO EXPECT MOVING FORWARD:

Complete this questionnaire
Receive an email from SignNow to sign the questionnaire document you just filled out (this document is not your completed trust)
Receive an email with your invoice from QuickBooks – Pay invoice
Ryan will schedule a short 15 minute call with you and Angie (our certified legal documents preparer)
Ryan receives accurate documents from Angie and schedules an in person document signing meeting with you
Your Trust Package is Complete! (whole process usually takes 1-2 weeks depending on meeting availability)
If you need to chat with Ryan about anything use this link https://calendly.com/stewardshipryan/estate-planning and pick a date and time that works best for you.

What name would you like your Trust to have?*

We recommend "THE [YOUR LAST NAME] FAMILY TRUST", but you may choose any name.
Full Name*
First Middle Last Suffix
First, Middle or Middle Initial and Last; use Sr. or Jr. when appropriate
Email*

Best email address for you to receive your questionnaire form to e-sign and receive your invoice.
Address*
Street Address City State ZIP Code
County*
Daytime Phone*
Evening Phone*

Name	Relationship	Percentage	If Heir Doesn't Survive Option (see below)