Introduction to the EZ Living Trust Questionnaire process. Click the big red button on the dashboard to start; choose the "Living Trust and Estate Plan" option. Decide if the trust is for you or someone else. If it’s for someone else, obtain their permission.
Select marital status and state of residence for the person the trust is for. Complete Chapter 1 to launch a new document; it’s necessary for saving progress. Clear pricing is shown upfront, with only the number of properties affecting the final cost.
Enter trustee information and determine if the trust is new or if you're updating an old one. Choose a name for the trust; you can edit it, but it’s recommended to keep it recognizable.
Once the document is launched, it’s saved, and you cannot make changes without deleting it. Chapter 2 focuses on assigning people to roles like trustees and beneficiaries; Chapter 4 involves detailing how assets and properties are divided.
