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.