Online Trust Platform

For access to the Video Playlist HIGHLIGHT and right click the following link and open it in a new tab: https://www.youtube.com/playlist?list=PLWiS7ga76eVEtU3bpfaRIElevtUAae6SS

See Playlist - VIDEO 1 The Introduction

General Information

See Playlist - Video 2 General Information

Please answer all questions to the best of your ability. This will help us better serve you.

What is your marital status? *

Married
Unmarried living together
Single

First Name (Client 1) *

Middle Name/Initial (Client 1)

Last Name (Client 1) *

First Name (Spouse or Client 2)

Middle Name/Initial (Spouse or Client 2)

Last Name (Spouse or Client 2)

Street Address 1 *

Street Address 2

City *

State *

Zip Code *

Phone Number for Client 1 *

Phone Number for Spouse or Client 2

Client 1 Email *

Client 2 Email

Client 1 Date of Birth * ?

Spouse or Client 2 Date of Birth

Trust and Fee Agreement Package

See Playlist - VIDEO 3 Trust and Fee Agreement Options

Our Basic Online Trust Package Includes: Certificate of Trust, Trust Agreement, Will, Power of Attorney, Healthcare Power of Attorney and Living Will, Assignment, and Deed Instructions on funding. Each option also includes: Step by step video instructions and staff support, 1/2 hr video or phone consultation with a qualified attorney and a finished digital copy.

Date of Form Submission

Which Trust Package is right for you? *

Single Settlor Basic $825
Married Settlors Basic $895
Single Settlor Full Service $1,800
Married Settlors Full Service $2,000

Discount Code

Add On Trust Options - Additional Fees May Apply ?

I have a child with special needs
I own my own business
I own multiple properties
I am not sure and would like someone to call me
None of the Above

Establish a Trust Name

See Playlist - VIDEO 4 Naming your trust.

Name of Trust * ?

How did you hear about us? *

Email
Google Search
Facebook
LinkedIn
Attorney Referral
Client Referral
SEVRAR/WEMAR
Other

Thank you for completing the first step in your Online Trust Platform. Open this link in a new tab to go to the trust questionnaire. https://app.practicepanther.com/IntakeForm/Create?templateGuid=8039a594-0473-4b61-b519-bf42581781ad. Once you submit this form, we will be notified and will begin processing your information and preparing your documents. You should receive an email from us within 1-2 business days with your invoice. Once payment is received we will reach out to you to start your Trust and schedule your time with one of our Attorneys. As always, customer service is still our #1 priority and we are here to help. You can call our office at 480-505-7044, or send an email to lorel@winsorlaw.com for additional support.

Cancel

Please fill in all the required fields before submitting this form.