What to expect in this questionnaire.

This questionnaire will guide you step-by-step through the process of answering the questions needed to complete a personalized, state-specific living trust.

Many customers finish in as little as 30 minutes. If you have questions during the questionnaire, you can speak with a LegalZoom document specialist by calling the phone number listed on each page.
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.

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