Living Trust Questionnaire:
I'm In Escrow On My Home Purchase

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I'm in escrow
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What to expect in this questionnaire

This questionnaire will guide you step by step through the process of answering the questions needed to complete a personalized, California living trust.

Most of our clients answer the questions in as little as 15 minutes. If you have questions during the questionnaire, we have a text help line to assist you: 316-76-TRUST or 316-768-7878.  

Here is what you can expect:

Personal Info

A trust can be created with property from one or two people. You will be asked the personal details of the people putting property in the trust, also known as grantors.

Property

You will be asked the details of the property and real estate.

Gifts

You will be asked to name family members, friends, or charities (known as beneficiaries) that will receive the trust property when you or the other grantor passes away.

Representatives

You will be asked to name people who will manage the trust property and gifts when you pass away.

Let’s get started with your living trust questionnaire!
We will create your custom living trust for $699.00 which can be paid via credit card to Gomez Law, APC, or a buyer in an open real property purchase escrow will authorize payment to Gomez Law, APC to be billed to the Buyer through escrow. If there is any reason why the Buyer cannot make the payment through their open escrow (for example, a mortgage restriction), Client/Buyer agrees to immediately pay Gomez Law, APC $699.00 via credit card. Notary fees, grant deed creation, grant deed recording, recording fees, escrow fees and/or title insurance fees are not included.