#trustbinder

Are you ready to take control of your financial future? In this video, we dive into The EZ Living Trust Binder That Will Change Your Financial Future. This innovative tool is designed to simplify estate planning, protect your assets, and ensure your loved ones are taken care of without the hassle of probate.

Introduction to the Dashboard: Overview of the EZ Living Trust dashboard. The "My Questionnaires" section allows you to view or start new questionnaires. Future standalone legal documents (e.g., power of attorney) will also be accessible here.

Document Management Features: Completed and checked-out documents will be stored for review. Related services, such as support, are available to assist with estate planning.

Binder Overview: The binder is provided physically (not as PDFs) with clear instructions and stickers marking where to sign. It is divided into sections, with specific tabs representing parts of the estate plan.

Notarization Requirements: Some sections require notarization or witness signatures. A licensed notary public is needed for 10-12 signatures per person, which costs around $150 in California.

Witness Requirements: Two independent witnesses (not beneficiaries or close family) must attest to the trustee's signature. Witnesses must include their addresses and attest to the trustee's sound mind.

Introduction to the Dashboard: Overview of the EZ Living Trust dashboard. The "My Questionnaires" section allows you to view or start new questionnaires. Future standalone legal documents (e.g., power of attorney) will also be accessible here.

Document Management Features: Completed and checked-out documents will be stored for review. Related services, such as support, are available to assist with estate planning.

Binder Overview: The binder is provided physically (not as PDFs) with clear instructions and stickers marking where to sign. It is divided into sections, with specific tabs representing parts of the estate plan.

Notarization Requirements: Some sections require notarization or witness signatures. A licensed notary public is needed for 10-12 signatures per person, which costs around $150 in California.

Introduction to the Dashboard: Overview of the EZ Living Trust dashboard. The "My Questionnaires" section allows you to view or start new questionnaires. Future standalone legal documents (e.g., power of attorney) will also be accessible here.

Document Management Features: Completed and checked-out documents will be stored for review. Related services, such as support, are available to assist with estate planning.

Binder Overview: The binder is provided physically (not as PDFs) with clear instructions and stickers marking where to sign. It is divided into sections, with specific tabs representing parts of the estate plan.

Notarization Requirements: Some sections require notarization or witness signatures. A licensed notary public is needed for 10-12 signatures per person, which costs around $150 in California.