CA Bar #249708DRE #02118273Insurance Lic #4004589M–F 9–6

LAESQUIRE · Confidential client intake

Individual Living Trust

Clients throughout California can complete secure online intake, meet by phone or Zoom, review drafts electronically, and coordinate originals for an individual living trust.

Questions while you fill this in? Call 818-714-1789 (M–F 9–6).

Your answers stay on this device until you press send. They are saved locally as a draft so you can stop and come back. Prefer not to type an identifier such as a Social Security number? Leave it blank and give it to us by phone — the intake still works without it.

0 of 57 fields answered

Personal Information

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

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