Revocable Living Trust Order Form:

We currently focus on clients exclusively in Texas.

Please complete the short intake form to help us understand your situation and provide personalized legal guidance. This step is required to finalize your order and begin your process. Take a moment now to fill it out so we can get started right away.

Your Contact & Address Information:

Full Name *

Email *

Phone *

Street Address *

City *

State *

Postal Code *

Date Of Birth *

Marital Status *

Spouse Name (if Married):

Trust Information

Name of Trust *

Date to be used on the Trust:

If Other (Date to Be Used on the Trust), please specify:

Trustee Information

Initial Trustee(s) *

Successor Trustee(s)

Distribution of Trust Assets Upon Death

Primary Beneficiaries *

Alternate Beneficiaries (if primary beneficiaries predecease you):

Do you want your beneficiaries’ shares to be held in trust until certain ages? *

Yes

No

If Yes, please specify ages and any conditions:

Specific Gifts (Optional)

List specific items or amounts to be given to specific individuals or charities:

Guardians for Minor Children (if applicable)

Primary Guardian:
Alternate Guardian:

Real Estate Owned

Primary Residence Address *

Primary Residence Description *

Primary Residence Description (If Other)

Other Real Estate Address/Description

Do you want this property titled into the trust? *

Other Assets

Other Assets (Such as bank accounts, investment accounts, life insurance policies, etc.)

Digital Assets *

Additional Comments or Instructions? (optional)

Post Address and Mail

Address

Office: 322 N. Main, Conroe, TX 77301

Get In Touch

Assistance Hours

Mon – Fri 9:00am – 5:00pm

Phone Number:

855-936-8375

Book A Free Consultation

Revocable Living Trust Order Form:

Please complete the short intake form to help us understand your situation and provide personalized legal guidance. This step is required to finalize your order and begin your process. Take a moment now to fill it out so we can get started right away.

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