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Confidential Estate Planning & Trust Survey
You will receive your free quote within 48 hours.
TaxLyr.com

1.Your full name.(Required.)
2.Your cell phone number.(Required.)
3.Your email.(Required.)
4.Your age?(Required.)
5.Are you married?(Required.)
6.How many children?(Required.)
7.If married, does either spouse have any children from outside of your marriage? (step-kids, adoptees)(Required.)
8.Do you have any children with disabilities?(Required.)
9.Do you currently have any of these estate planning documents already in place?
10.If you have any existing estate planning documents in place, do you need to amend (change) any of them?
11.How many real estate properties do you (or your spouse) own?(Required.)
12.Do you (or your spouse) own any properties outside of Los Angeles County?(Required.)
13.Is the value of your estate more or less than $3 million?(Required.)
14.Do you (or your spouse) have a critical illness?
15.Any additional comments or questions?
After you submit your survey, we will contact you with a free, no obligation quote. Thank you.

Please note, your Revocable Trust package will include your:
- Your Trust
- Will(s)
- Durable Power(s) of Attorney
- Healthcare Directive(s)
- Certification of Trust
- Notarization of all documents
- Complimentary evaluation of your investments
- Full Trust funding (changing title of assets to Trust)

David Barlavi, Esq.
Text or WhatsApp: (818) 571-0789
Email: TaxLyr@gmail.com