FAQ
Living Trust Services FAQ | Estate Planning Support & Attorney Coordination
Get answers to common questions about living trusts, estate planning support, and attorney-coordinated services. Learn how the process works and what to expect.
What do you do?
We provide administrative support and coordination services for individuals seeking estate planning solutions. We help gather information, explain the overall process, and connect clients with licensed estate planning attorneys who prepare and finalize all legal documents.
Are you a law firm?
No. We are not a law firm and do not provide legal advice. All trusts and estate planning documents are prepared and finalized by licensed estate planning attorneys.
Do I still work with an attorney?
Yes. An attorney is required to create, review, and finalize all legal documents. We coordinate the process and help make the experience smooth and organized, but the attorney provides all legal services.
What services do you provide?
Our services include:
Information gathering and intake support
General process education (non-legal)
Attorney referral and coordination
Ongoing administrative support during the process
What services do you NOT provide?
We do not:
Give legal advice
Draft or modify legal documents
Represent clients in legal matters
All legal work is handled by licensed attorneys.
Who prepares my trust?
Your trust is prepared and finalized by a licensed estate planning attorney. We help coordinate communication and ensure the attorney receives the necessary information.
How does the process work?
You complete our secure intake form
We review your information for completeness
We coordinate with a licensed estate planning attorney
The attorney prepares and finalizes your documents
How long does the process take?
Timelines vary depending on complexity and attorney availability, but most clients complete the process within a few weeks after submitting all required information.
Is my information secure?
Yes. We take privacy seriously and handle all client information securely and confidentially.
Who is this service for?
Our services are ideal for:
Individuals and families seeking estate planning solutions
Homeowners
Parents
Business owners
Anyone looking to organize their estate and plan ahead
What if I already have a trust?
If you already have a trust, we can help coordinate a review or update through a licensed estate planning attorney.
Do you offer consultations?
Yes. You can request a consultation by completing our intake form. This allows us to understand your needs and explain the next steps.
Is there an obligation after I submit my information?
No. Submitting a form does not create a legal, attorney-client, or contractual relationship.
How do I get started?
Simply complete our intake form or contact us through the website. We’ll review your information and follow up with next steps.
Important Disclosure
We are not a law firm and do not provide legal advice. All legal services are provided by independent, licensed estate planning attorneys.