Well, the first step is you typically call our office and you schedule a right fit meeting with either me or one of our team members. During that right fit meeting, we’ll find out a lot of information about you and your family, and we’ll also find out information about your assets as well as your goals and your objectives.
After the right fit meeting, we’ll schedule the next meeting, which is the design meeting. During the design meeting, we’ll ask you a lot of questions, such as how you want your property to be distributed upon your death, who you want to be in the important roles such as your agent under a power of attorney, your health care decision maker, and the successor trustee of your trust.
After that meeting, we get to work in preparing the documents. Once the documents are prepared, we schedule the next meeting, which is the review meeting. During the review meeting, we go over all of the documents with you to make sure that everything is accurate and the way that you want it to be.
After the review meeting, we will schedule the signing meeting. The signing meeting is where you come into the office and you sign the documents in front of a notary.
So those are the steps to creating your revocable living trust so that you can protect yourself and your loved ones.
If you have questions about a revocable living trust or any estate planning topic, please click the link below and I’d be happy to schedule a time to talk with you. I’m Matthew Crider and thank you for watching.
