Personal administrative assistance
Living will / living trust document organization
We help prepare an orderly record folder for your chosen estate-planning professional. For a living will, living trust or related matter, the legal document and its terms must come from the appropriate professional.
What help can include
- Organizing existing estate-planning documents you provide
- Typing factual information into a professional-supplied intake list
- Indexing the records requested by your attorney
- Listing missing information and your questions for the consultation
- Preparing a handoff folder for professional review
What you receive
An organized consultation folder and outstanding-information list for your estate-planning professional.
Service boundaries
- We do not draft or select wills, trusts, powers of attorney or legal provisions.
- We do not advise on beneficiaries, asset transfers, tax consequences, witnessing or legal validity. Signing and notarization requirements are set by your professional.
FAQ
Questions about Living will & trust records
Will you create a legally valid will or trust?
No. This service prepares and organizes records for your professional. A living will or living trust must be selected, prepared and reviewed through an appropriate legal process.
Start with a short message
Tell Surinder which paperwork you need help with.
Keep the first message general. We agree on the work and a written quote before preparation begins.