Living Trust Preparation
Organize the information needed for a living trust and related supporting documents.
Book this service →
Simple • Organized • Personal
Prepare your important documents with confidence.
Get one-on-one assistance organizing information for wills, living trusts, and other personal planning documents.
Appointments available by phone, video, or in person where offered.
Appointment Preparation
What to expect
- A guided document-preparation meeting
- A checklist of information to gather
- Clear next steps after your appointment
- Time to ask questions about the preparation process
Services
Documents we can help you prepare
Choose the appointment that best matches what you need.
Will Preparation
Prepare the personal and family information needed for a basic last will and testament.
Book this service →Power of Attorney
Get help organizing information for financial or other power-of-attorney documents.
Book this service →Advance Health Care Documents
Prepare information for advance directives and related health-care planning documents.
Book this service →Document Review Appointment
Bring documents you have already started so we can help you organize missing information.
Book this service →Complete Planning Package
For clients who want to prepare several related personal planning documents together.
Book this service →
How It Works
A straightforward 3-step process
1
Choose your appointment
Select the service you need and choose an available date and time.
2
Gather your information
You’ll receive a checklist of the names, addresses, assets, and preferences to bring.
3
Prepare your documents
Meet one-on-one to organize the information and complete your document-preparation process.
Book Online
Schedule your appointment
Choose a convenient appointment time below.
Appointment length: 1 hour
Meeting options: Phone, video, or in person
Before your appointment: Have legal names, addresses, family information, and a basic list of assets available.
Island Legacy Planning provides document-preparation and administrative assistance. If you are not a licensed attorney, the website should not imply that legal advice or legal representation is provided.
Choose a date and time
Select an available 1-hour appointment below. Your booking will be completed right here on the Island Legacy Planning website.
If the calendar does not load, open the scheduling page here.
FAQ
Common questions
What should I bring to my appointment?
Bring identification, names and contact information for people involved in your documents, and a basic list of your assets and property.
Can I prepare several documents at the same time?
Yes. Choose the complete planning package or mention the additional documents you want when booking.
Can appointments be done remotely?
Yes, if you offer remote appointments. You can customize this section to list phone, Zoom, Google Meet, or another option.
Do you provide legal advice?
Customize this answer based on your qualifications. If you are not a licensed attorney, a safer description is: “We provide document-preparation and administrative assistance only and do not provide legal advice or represent clients in legal matters.”
Take the next step in organizing your important documents.
Schedule a private appointment at a time that works for you.