An easy way to start the Estate Planning Process
At this step we'll gather some information to help us get started.
We need a little more information about you to move forward. These details will be used in parts of your Estate Plan.
We also need some details about your spouse / significant other. The individual you list here will be listed as co-grantor of the trust along with you.
Please name your first Successor below. A Successor is someone who will manage your Trust once you are no longer able to.
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