Single Trust Package Intake - LAESQUIRE

⚖️ LAESQUIRE — LAVakil.comAbout & ContactQuestions? 818-714-1789
🔒 Strictly Confidential — Attorney-Client Privilege Applies Once Retained
Individual Trust Package — Total Fee $1,500 · $750 deposit to begin · Balance due at signing
Step 1 of 6

Personal Information

Your full legal name as it appears on property, accounts, and government ID. All information is strictly confidential.

💡 Are you married or in a domestic partnership? The Married Couple Trust ($2,000) is better suited for couples. Unsure? Call 818-714-1789.

🔒 Optional here. Prefer to share by phone? Call 818-714-1789.

Step 2 of 6

Beneficiaries

Who receives your estate? List all intended beneficiaries with their share.

Include all family members, friends, or charities. Specify percentages or specific amounts. Note children with special needs here.
#Full Legal NameBirth DateRelationshipShare (% or $)
1
2
3

Guardian for Minor Children

Who would raise your children if something happened to you?

Step 3 of 6

Your Assets

Complete applicable sections. Approximate values are fine — we'll confirm at your meeting.

🏠 Real Property
🏦 Bank, Investment & Retirement Accounts
🛡️ Insurance, Vehicles & Other
Step 4 of 6

Trustees, Agents & Distribution

Who manages your estate and makes decisions for you? How should your assets be distributed?

Successor Trustees / Executors

Steps in when you cannot manage your affairs.

Power of Attorney & Healthcare Agent

Distribution

Step 5 of 6

Review & Confirm

Review your information before paying your deposit.

Once you submit and pay, Shekhar Chikhalikar, Esq. will contact you within 1–2 business days. All documents are custom-drafted — no form kits.

Your Info

Name
Email
Phone

Package & Fees

ServiceIndividual Trust
Total Fee$1,500
Deposit Today$750
Balance at Signing$750

By proceeding you confirm information is accurate. Submission does not create an attorney-client relationship.

Step 6 of 6

Pay Your $750 Deposit

Your deposit reserves your session and begins drafting.

Individual Trust Package

$750

50% deposit. Balance of $750 at signing. No refund once drafting begins. Call 818-714-1789 with questions.

💳 Visa/MC/Amex💳 Debit📱 Zelle: or Zelle to 818-714-1789✉️ Check: SNC Law Office

Pay Securely via Stripe

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💳 Pay $750 Deposit →

After payment, return and submit below. Or email receipt to shekhar@lavakil.com

Zelle or Check?

Send $750 via Zelle to or Zelle to 818-714-1789 or check to SNC Law Office — Call 818-714-1789 for mailing address. Include your name. Then email shekhar@lavakil.com.

We'll contact you within 1–2 business days to confirm payment and schedule your meeting.

You're all set!

Your individual trust intake has been submitted. Shekhar Chikhalikar, Esq. will reach out within 1–2 business days to confirm payment and schedule your estate planning meeting.

Questions? 818-714-1789 · shekhar@lavakil.com

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