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Congratulations on taking this important step to secure a Trust along with a complete estate plan to protect you and your family.  Generally a complete estate plan includes the following documents:

  • A Trust;
  • Funding documents, including deeds of real property(ies), and a Declaration of Intent and Assignments of personal property to your Trust;
  • Instructions to the Trustee regarding the future transfer of any particular items of personal property, if such instructions are not already included within your Trust;
  • Will(s);
  • Powers of Attorney for Property Management and Financial Affairs;
  • Power(s) of Attorney for Health Care and Advanced Health Care Directive(s);

You can use this site to help you to gather information to prepare these documents or to update documents you may already have,or you may use this site to simply learn about what these documents are and which documents you may or may not need to properly protect your family.  On the following screens, you will find a simple and easy to complete questionnaire, along with information and videos to help you throughout.  The questionnaire includes questions that may help you to think about issues that are important to you, and when questions or issues come to mind, you can jot down your thoughts in a "Notes and Questions" section you will find at the bottom of every screen.  At the end of the questionnaire, you will be given the opportunity to print your completed questionnaire or portions of it.  If you do not have time to complete it now, you will be e-mailed a username and password to enable you to log back in at any time and begin right where you left off. 

Unlike other sites that may not be operated by a law firm, we are a law firm, and our attorneys and paralegals are available to provide you professional assistance to make sure your estate plan is appropriate and will accomplish what you intend.  No payment is required until you are ready to hire us.And no documents will be prepared until we speak with you and answer your questions to make sure that what we prepare is not only appropriate, but also what you want and need.  So relax.  Our goal is to provide you with ease, guidance, and peace of mind as you are guided through the questionnaire at your own pace.

To continue, please enter your name, e-mail, and phone number.  Your e-mail will be your username.  A password will be e-mailed to the e-mail you provide so that you can access your information at any time.  And remember, if you have any questions, simply call us at (818) 887-9401 or toll free at (888) 280-8100, and we will be happy to answer your questions. 

Thank you,

Steve Hornstein, Esq., CPA, LL.M., CFP®

Attorney at Law

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