RES Packet Forms

Structured questionnaire inspired by professional family estate document-kit intake workflows. Designed to reduce avoidable legal prep costs while preserving attorney-review options when needed.

Section 1 — Grantor & Family Profile

Grantor Full Legal Name

Spouse / Co-Grantor (if any)

Primary Email

Primary Phone

Section 2 — Trust Setup

Trust Name

Trust Type

Initial Trustee

Successor Trustee

Section 3 — Beneficiaries

Section 4 — Estate Assets

Section 5 — Distribution Terms

Section 6 — Health/Power Documents

Healthcare Directive Needed?

Financial POA Needed?

Section 7 — Attorney Preference

Need Attorney Review/Deployment?

Preferred Area/City/State

Section 8 — Special Instructions

Open Checkout

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