Living Trust

• Living Trust Document
• Pour-Over Will
• Living Will
• Durable Power of Attorney
• Affidavit of Trust
• Assignment of Personal Property
• Key information for Successor Trustees, Advisor lists, document locator, How to Amend your Trust, How to Settle an Estate, and Glossary
• Complete instructions and forms for the funding documents including:
  • Schedules of Trust Property
  • Real Estate Transfer Deed
  • All Transfer Letters to Banks, Insurance Companies, IRA’s, Pensions, Annunity, Stock, and Bonds.
• Audio CD explaining the Trust Document and how it should be used

4 Easy Steps to Start Your Living Trust

Step 1:

Download the Confidential Estate Planning Questionnaire. It is is PDF form. (If you have a PC, we suggest you "right click" and select "Save Target As" to save to your computer)

Step 2:

Fill out the Questionnaire. It is a fillable pdf, so you can fill it out online and then print it. . . or you may print it and then fill it out by hand. Please PRINT CLEARLY.

Step 3:

FAX the completeld Questionnaire and signed Fee Agreement to my office at (480) 644-0072.

Step 4:

Call. As soon as we receive your Questionnaire, we will set up a telephone meeting with Mr. Allen to discuss your specific needs and requirements. Call our office to set up your phone consultation (480) 644-0070.

As soon as we receive payment, we will begin work on your Living Trust. You can expect your Living Trust to be mailed in approximately three weeks.

3 Easy Ways to Pay:

Online

If you would like to pay by credit card online with our secure server (pick one of the options below).
- One payment of $2750 (save $90.00), or
- Two payments of $1420 each

Via Mail

You can mail your check or money order along with the completed fee agreement to:

Steven W. Allen, P.C.
1550 E. McKellips Rd., Ste. 111
Mesa, Arizona 85203

Click here for the Fee Agreement

Via Fax

Just place your credit card number on the completed fee agreement and fax it to us at (480) 644-0072.

Click here for the Fee Agreement