Living Trust Worksheet
This WEPS/Integrity Estate Planning Worksheet is extensive. It is designed to lead you through every aspect of preparing your living trust. This is always included if you order a trust with us. If you have questions you can always call us.
Streamlined Living Trust
This living trust package is created to keep the trust simple for you and your family/successor trustee(s), to find easily, your important information and to have documents in place you may need for life events and after death, depending upon your specific desires. This trust package has been tried and tested to be ironclad for over 20 years. Every living trust is tailored to your needs and wishes.
RETURN & REFUND POLICY
Because each living trust package is tailored to suit your needs, there is a no-return policy once the trust has been completed. The processing time is usually one-two weeks. And if for some reason you find that you are dissatisfied with the finished product we will do everything in our power to remedy the situation.
If you desire a physical binder with the hard copy of the trust package, with tabbed pages with detailed instructions for validating your newly created living trust package, we charge the going rate for first class delivery.