Please provide the following information

Set up a Trust $350

Please fill out and send this form to provide information needed to create your Trust.


Once we receive your completed form, we will email you an invoice for $350.


When you receive our invoice, click the payment link in the invoice. Easy and secure online payment with a credit card.

Or you can pay with Zelle if your bank allows Zelle.


Your Trust Agreement will be prepared by an attorney and emailed to you as a PDF file in about an hour.


Open the document attached in your email. Your document is ready to print and review.


We will make any changes or corrections without additional charge.

Simply email your changes or corrections and we will revise the document and email it to you.


QUESTIONS?
Email attorney Scott Steinbach directly at scott@steinbachlaw.com or call 972-960-1850.

New Trust

Trust Agreement

To create your Trust Agreement, please provide the following information:

Settlor(s) Information

[person or persons creating the trust]


Additional Settlor?


Additional Settlor Information


Trustee(s) Information

[person or persons controlling the trust]


Additional Trustee?


Additional Trustee Information


Is there a Successor Trustee?


Successor Trustee(s) Information

[one or more to serve if initial trustee cannot do so]


Additional Successor Trustee?


Additional Successor Trustee Information


Beneficiary(s) Information


Additional Beneficiary?


Additional Beneficiary Information


Second Additional Beneficiary?


Second Additional Beneficiary Information


Additional Beneficiaries?


Termination Date for Trust


Revocable or Irrevocable Trust?


Contact Person Information