Vinh Doan Law Office — Estate Planning & Tax
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A typical Living Trust includes
Client Information
Successor Trustees, POA, AHCD
Beneficiaries
Additional Questions
End-of-Life Decisions
Assets to be Transferred into Trust

Estate Planning Questionnaire

Estate Planning Process

Overview Discussion
↓
Clients Complete Questionnaire
↓
Review Questionnaire & Schedule Final Signing Session
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Final Signing Session
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Estate Planning Assistant
Answers your questions one at a time, in plain conversation
Hi, I'm here to walk you through your estate plan questionnaire step by step — no forms to stare at, just a conversation. I'll ask one question at a time, and you can answer in your own words. Ready when you are.
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Takes about the same amount of time as the standard form — just guided, one question at a time.