It is simple to set up a living trust. Keep in mind that Attorney Donohew is admitted to practice in the States of Ohio and Missouri. You can begin by calling or emailing our office, or you can begin by doing the following (all documents are in adobe, download a free reader here):
First, review a summary of the services provided with a revocable living trust by clicking here;
Second, review and print a retention and fee agreement by clicking here;
Third, to the best of your ability, print out and complete the estate planning worksheet by clicking here (please do not include account or policy numbers or other personal financial information);
Fourth, sign the agreement, and mail the agreement together with the estate planning worksheet to our office. You will receive a telephone call within two days of receipt. Of course, if you have questions, please call or email us!
If you want to review a Schedule of Services Provided, which outlines some of the other services we commonly perform, click here. If you want a printable version of the biography of Attorney Monty L. Donohew, click here.