FREE CONSULTATION
LIVING TRUST DVD
LIVING TRUST DVD
(818) 244-1894
T H E   L A W   O F F I C E S   O F   W I L L I A M   G .   W A I S 

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Law Offices of William G. Wais 
Glendale Probate Attorney 
700 N. Brand Blvd, Suite 620 
Glendale, CA 91203 
Phone: (818) 244-1894 
Website: http://www.EstatePlanning411.com
WILLIAM G. WAIS
WILLIAM G. WAIS
FREE CONSULTATION
(818) 244-1894
The information on this website
is for general information purposes
only. Nothing on this site should
be taken as legal advice for any
individual case or situation. This
information is not intended to
create, and receipt or viewing
does not constitute, an
attorney-client relationship.

© Copyright 2016. The Law Offices of William G. Wais. All rights reserved.
How To Get Started - 
The Living Trust Process


Make An Appointment

  • If you have not already done so, call and make an appointment to meet with the attorney. Call Bill Wais directly at (818) 244-1894 to set up the appointment.

Watch The DVD

  • Watch Estate Planning DVD entitled "How To Disinherit The IRS".

Bring Property Tax Bill To First Meeting

  • Bring Property Tax Bill (and Deed) to first meeting with Attorney Bill Wais.  (If you can't find this your attorney can obtain the information required online).
  • The meeting lasts about 60-90 minutes.
  • The goals for the meeting are: education, making choices & discussing real estate.
  • Ask questions as they come up during the meeting.
  • Pay first half of the legal fee.

Schedule Second Meeting

  • Schedule final signing meeting for about five weeks later.

Review Draft Documents

  • Review draft documents when they come in the mail (usually takes about a week). Read Section #1 first "Frequently Asked Questions".
  • Call Attorney Bill Wais with changes and corrections.  Save your questions for the next face to face meeting with your attorney.

Final Meeting

  • Bring your driver's license with you for the final meeting (signing ceremony).
  • Ask questions face to face.
  • Sign final documents at Attorney Bill Wais' office.
  • Put your home and all other real estate into your Living Trust.
  • Discuss putting all other financial assets into your Living Trust.
  • Pay final half of legal fee.


Call The Law Offices of William G. Wais for your 
own personal copy of the DVD 
"How To Disinherit The IRS" 
with accompanying Mini-Book 
(818) 244-1894.​
Probate is Extremely
Expensive

How will Probate affect you & how much money does the IRS take?
Save $20,000 - $30,000.
Gain Peace of Mind

Create a Will, Choose Trustees, make decisions on personal belongings & burial.
William G Wais Client Testimonials

We have helped over 2000 clients clients during 20 years of practice.
24 HOUR EMERGENCY SERVICES


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