Kevin C. Martin Attorney at Law, PLLC

Welcome and Registration

Welcome to our Trust Plan service! Getting started is quick and seamless — it takes only about 15 minutes to complete. Simply click “Next” to answer the questions on each screen. Once you’ve finished, our office will reach out to schedule a convenient appointment. You’ll also be registered with a login and password, allowing you to return and update your answers anytime.

First Name *

Middle Name

Last Name *

Email *

Password *

Phone Number *

Your Contact Details
Your Contact Details

Name:

Date Of Birth *

Also known as (optional)

Are you married? *

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Yes

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No

Please select "Are you married?".

Suffix (optional)

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Jr

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Sr

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II

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III

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Other

Select Your Gender?

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Male

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Female

Your Address

Full Address: *

Address Line

Apartment or Suit Number

City *

State *

Zip Code *

Your Spouse Information
Please use your legal name as it appears on your license or government-issue ID

Your Spouse's Details

First Name: *

Middle Name

Last Name: *

Email *

Date Of Birth *

Phone Number *

Suffix (optional)

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Jr

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Sr

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II

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III

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Other

Also known as (optional)

Spouse gender?

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Male

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Female

Is your spouse’s address different from yours?

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Yes

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No

State:

Estate Valuation
The value of your estate is the combined value of all your assets.

What is the value of your estate? *

Do you own real estate outside of Washington? *

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Yes

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No

Beneficiary, Children, & Trust
If Yes If you have Children, you will be provided with the option to establish a Testamentary trust for your children. If No If you do not have children and you do not have a spouse, you can name beneficiaries.

Are you a parent or legal guardian of a child? *

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Yes

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No

Please select "Are you a parent or legal guardian of a child?".

Revocable Trust
(1) We need spouses and last 4 of SSN (2) Spouse sub-title should reflect, Spouse/Partner (3) As it releates to creating a trust; addition cost of $800.00 A revocable trust is a document (the “trust agreement”) created by you to manage your assets during your lifetime and distribute the remaining assets after your death. The person who creates a trust is called the “grantor” or “settlor.” The person responsible for the management of the trust assets is the “trustee.” You can serve as trustee, or you may appoint another person, bank or trust company to serve as your trustee. The trust is “revocable” since you may modify or terminate the trust during your lifetime, as long as you are not incapacitated. During your lifetime the trustee invests and manages the trust property. Most trust agreements allow the grantor to withdraw money or assets from the trust at any time, and in any amount. If you become incapacitated, the trustee is authorized to continue to manage your trust assets, pay your bills, and make investment decisions. This may avoid the need for a court-appointed guardian of your property. This is one of the advantages of a revocable trust. Upon your death, the trustee (or your successor if you were the initial trustee) is responsible for paying all claims and taxes, and then distributing the assets to your beneficiaries as described in the trust agreement. The trustee’s responsibilities at your death are discussed below. Your assets, such as bank accounts, real estate and investments, must be formally transferred to the trust before your death to get the maximum benefit from the trust. This process is called “funding” the trust and requires changing the ownership of the assets to the trust. Assets that are not properly transferred to the trust may be subject to probate. However, certain assets should not be transferred to a trust because income tax problems may result. You should consult with your attorney, tax advisor and investment advisor to determine if your assets are appropriate for trust ownership.

Below you have the default trust name selected for you. Do not include the word "the" at the beginning of the name. Also, the words " Revocable Living Trust" will be added to the end of whatever you enter in this field. For example, if you enter "Thomas C. Client" in this field the Trust will be referred to as the "Thomas C. Client" Revocable Living Trust. If you'd like to change it, please enter a name without using special characters or the “&” symbol.

Trust Name *

Beneficiary Information
Name beneficiaries if you have no children.

Primary Beneficiary *

Beneficiary Date Of Birth *

If your Spouse/Primary beneficiary predeceases you, please designate contingent beneficiaries

A contingent beneficiary is a "backup" recipient in a will who receives your assets only if the primary beneficiary is unable or unwilling to inherit them.

Contingent Beneficiary *

Beneficiary Date Of Birth *

How do you wish to distribute your estate to your contingent beneficiaries *

Spilt shares equally to all my contingent beneficiaries Spilt shares as follows to all my contingent beneficiaries

Percentage(%) *

Beneficiary Name *

Children
Select the options that apply to you. For children under 18, you will be required to select a guardian and trustee. If your children are over 18 or you do not wish to leave a trust, then you your children will receive your estate outright.

Select all that apply regarding your children, if any

I have children who are under 18 *

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Yes

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No

I plan on having a trust for some or all of my children *

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Yes

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No

I have children with special needs *

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Yes

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No

Children Information
Name your children and/or step children. Determine how to distribution your estate and when you would distributed.

How many children do you and/or your spouse/partner have?

Child’s Name *

Child Age *

Date of Birth *

Parents of Child *

How do you wish to distribute your estate to your children?

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Split shares equally

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Split shares as Follows

Percentage(%) *

Children *

A lump sum at age of

Guardians for Your Minor Children
Guardian is a person who takes care of the physical needs of your child, when both the applicant and/or applicant and spouse until they turn 18. If you have step children, then the surviving biological parent is presumed to be guardian, unless their rights have been legally terminated. You can overwrite primary Guardian

Name the person(s) you wish to serve as legal guardian for your minor children. If you are single, list your chosen guardians. If you are married and your spouse predeceases you, list the person(s) you would like to serve as your guardian.

Primary Guardian * Click the "+" button to add another guardian

Trustee
A Trustee is the person who manages the assets held in trust for your children. Your Spouse will be your default trustee. You can name an alternative trustee should you spouse or primary trustee not survive. The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee.

A Trustee is the person or entity you choose to manage and distribute your trust assets according to your wishes.

The Primary Trustee is your main choice to oversee the trust. You can also name Co-Trustees to share this role—just click the "+" button to add them.

If your chosen Trustee(s) can’t serve, a Successor Trustee will take over. You may list one or more Successors in your preferred order.

Please provide their full legal name and address:

Primary Trustee(s)
Click "+" to add Co-Trustee.

Initial Trustee Click "+" to add Co-Trustee.

Address:

Phone Number

Relation

Successor Trustee(s)
Click "+" to add Successor Trustee

Successor Trustee: Click "+" to add Successor Trustee

Address:

Phone Number

Relation

Spouse Trustee
A Trustee is the person who manages the assets held in trust for your children. Your Spouse will be your default trustee. You can name an alternative trustee should you spouse or primary trustee not survive. The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee.

A Trustee is the person or entity you choose to manage and distribute your trust assets according to your wishes.

The Primary Trustee is your main choice to oversee the trust. You can also name Co-Trustees to share this role—just click the "+" button to add them.

If your chosen Trustee(s) can’t serve, a Successor Trustee will take over. You may list one or more Successors in your preferred order.

Please provide their full legal name and address:

Initial Trustee: Click "+" to add Co-Trustee.

Address:

Phone Number

Relation

Successor Trustee(s)

Successor Trustee: Click "+" to add Successor Trustee

Address:

Phone Number

Relation

Executor
The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee" our Spouse will be your default Executor. You can name an alternative trustee should you spouse or primary trustee not survive and you can overwrite primary Executor.

Please name at least one or more individuals to serve as your Executor:

Primary Executor * Click the "+" button to add another agent

Executor - Spouse/Partner
The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee" our Spouse will be your default Executor. You can name an alternative trustee should you spouse or primary trustee not survive and you can overwrite primary Executor.

Primary Executor *

Financial DPOA:
Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself.

Provide the information of one or more individuals who will serve as your agent under the Durable Power of Attorney:

Do you want to use the same agents as your Executor? *

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Yes

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No

Primary Agent: * Click the "+" button to add another agent

Phone Number *

Address *

Financial DPOA-Spouse/Partner
Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself.

Primary Agent: * Click the "+" button to add another agent

Phone Number *

Address *

Health Care POA
Name someone (agents) to make medical decisions on your behalf in the event that you are unable to make those decisions for yourself

Please provide the information of one or more individuals who will serve as your health care agent:

Do you wish to use the same agents as your Financial Durable POA? *

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Yes

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No

Primary Agent: * Click the "+" button to add another agent

Phone Number *

Address *

Health Care POA - Spouse/Partner
Name someone (agents) to make medical decisions on your behalf in the event that you are unable to make those decisions for yourself

Please provide the information of one or more individuals who will serve as your health care agent:

Do you wish to use the same agents as your Power of Attorney? *

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Yes

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No

Primary Agent: * Click the "+" button to add another agent

Phone Number *

Address *

Submission Screen

You can review your responses on the right-hand side of each screen before submitting. After you click Submit, you’ll be all set! We’ll send you an email with your answers, and the office will reach out with the next steps.

Your Progress