Agents and Resellers - Legal Awareness Series, Inc.

Legal Awareness Series, Inc. Estate Planning Legal Services

Rated #1 by Consumers and Professionals

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If you would like to use our services to create living trusts for your clients, contact us to join our team of approved associates.

Phone: (480) 344-1866
Toll Free: (800) 773 - LAWS (5297)
Email: info@legalawareness.com
Fax: (480) 644-0072

1550 East McKellips Road
Suite 111
Mesa, Arizona 85203

About Our Services

Legal Awareness Series, Inc. offers a Living Trust for your clients at a reasonable cost. Here is how it works.

The client completes our "Confidential Estate Planning Questionnaire." This takes about 30 minutes.
You, as their Financial Planner then fax or mail to us the questionnaire.
Upon receipt of the completed Questionnaire, Legal Awareness Series, Inc. will prepare the Living Trust document and mail back to you within 5 working days.
You meet with your client to review and sign the Trust documents. The places to sign will be clearly marked.
To be effective the Trust must now be "funded." That is, the assets must be titled in the name of the Trust. There are two options: 1) You or your client may fund the trust with the included funding documents or 2) We will prepare the funding documents for you.
You explain that the Trust was prepared with your clients instructions, but that the Trust preparer did not become their personal attorney.
You may charge your client whatever you believe is reasonable for this service.

Cost for the Living Trust:

$595.00 (if you or your client do the funding) plus Tax and shipping
$695.00 (if we prepare the funding documents) plus Tax and shipping

What the Living Trust Document Includes

The Living Trust document is presented in a Navy Binder with gold foil embossing. The documents included are:

Living Trust Document
Pour-Over Will
Living Will
Durable Power of Attorney
Affidavit of Trust
Assignment of Personal Property
Key information for Successor Trustees, Advisor lists, document locator, How to Amend your Trust, How to Settle an Estate, and Glossary
Complete instructions and forms for the funding documents ($395 Unfunded Living Trust) including:
- Schedules of Trust Property
- Real Estate Transfer Deed
- All Transfer Letters to Banks, Insurance Companies, IRA’s, Pensions, Annunity, Stock, and Bonds.

We prepare the funding documents ($595 Fully-Funded Living Trust) including:
- Schedules of Trust Property
- 1 Real Estate Transfer Deed
- Up to 10 Transfer Letters to Banks, Insurance Companies, IRA’s, Pensions, Annunity, Stock, and Bonds.

We find most financial planners prefer to do the funding as this information gathering is more complete, and opens doors for advice on financial planning opportunities.