Legacy Legal, PLLC

Registration Info

Begin Your Trust Plan: Enter your personal details to start setting up your trust.

Please use your legal name as it appears on your license or government-issued ID.

First Name *

Middle Name *

Last Name *

Email *

Password *

Cell *

Total Estate Value

What is the value of your estate? *

Do you own real estate outside of the State of Florida? *

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Yes

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No

Your Contact Details

Name:

Date Of Birth *

Also known as(optional)

Are you legally married? *

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Yes

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No

Type of Revocable Living Trust: *

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

Gender *

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Male

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Female

Your Address

Full Address: *

State *

Zip Code *

Is Your mailing address the same as your home address? *

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Yes

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No

Your Spouse Information

Your spouse's Details

First Name: *

Middle Name *

Last Name: *

Email *

Date Of Birth *

Cell *

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)

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:

Revocable Trust

Below you have the default trust name selected for you. If you'd like to change it, please enter a name without using special characters or the “&” symbol.

Trust Name *

Children and Beneficiaries

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

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Yes

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No

Beneficiary Information

Please add one or more beneficiaries. Your assets will be split equally amongst those beneficiaries.

Primary Beneficiary *

Beneficiary Date Of Birth *

If your spouse/Primary beneficiary predeceases you, please designate alternate beneficiaries

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(%)

Benificiary Name

Children

Select all that apply regarding your children, if any

One or more of my children are under the age of 18 years old *

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Yes

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No

I have one or more children with special needs *

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Yes

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No

Children Information

Click the "➕" button to add a child and the "➖" button to remove a child.

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

Child’s Name *

Child’s Gender *

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 *

Select your child/children's age to distribute the principal trust

A lump sum at age of *

Guardians for Your Minor Children

A Guardian of Minor Children is the person chosen in a trust plan to care for your children if you pass away or become unable to do so. This guardian will be responsible for their daily needs, education, and well-being until they become adults. Naming a guardian ensures your children are cared for by someone you trust.

Name who you wish to be legal guardian(s) for your minor children:

Guardian *

Address *

List the person(s) you want as alternate guardian(s) for your minor children:

Would you like your guardians to serve jointly or in sequential order? *

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Serve Jointly

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Sequential Order

Alternative Guardian: *

Address *

Last Will (Pour over Will)/ Executor

Please name at least one or more individuals who will serve as the Executor of your last will & testament (Pour over Will). This in case your items were never added into the Trust.

Primary Executor *

Address: *

Alternative Executor : *

Address: *

Last Will (Pour over Will)/ Executor-Spouse/Partner

Primary Executor *

Address: *

Alternative Executor: *

Address: *

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)

Primary Trustee: * Click "+" to add Co-Trustee.

Address:

Successor Trustee(s)

Successor Trustee: Click "+" to add Successor Trustee

Address:

Financial POA-Spouse/Partner

Primary Agent: *

Phone Number *

Email *

Address *

Would like your Power of Attorney to serve jointly? *

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Yes

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No

Health Care POA - Spouse/Partner

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: *

Phone Number *

Email *

Address *

Would like your agent(s) to serve jointly? *

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Yes

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No

Additional Information

Please add any additional facts that you would like to have reviewed or added to your trust. *

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Add Additional information

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Nothing at this time

Additional Information

Congratulations!

Congratulations! You have completed your trust interview!

Please review your responses. Once you feel that your interview is complete, then click the ‘Submit’ button to submit your answered questions to us.

This is a huge step in getting your trust plan done. Once you click ‘Submit’, you will be directed to a webpage where you will be able to pay for your trust plan if you choose to do so. Either or you will then be directed to click the button to schedule a virtual review meeting with us. Your virtual review meeting will be with a member of our staff so that we may personally review your documents with you prior to you signing them. After your review meeting, you will receive instructions so that you can have your trust plan signed and executed.

Important: Even though you have completed this interview, your trust plan is not complete until you properly execute your documents following a virtual review meeting with one of our attorneys. Please also note that we are not engaged to help you until you have completed the questionnaire and paid for your plan.

Check your email inbox or spam folder within 10 minutes

If you DO NOT get a confirmation, please contact us at intake@tbllf.com or 1-888-611-9511 or reach out to us on our portle.

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