(626) 597-0577
Monday–Friday, 9am to 5:00pm

Complete Your Trust via
Paper Questionnaire

For those who prefer a traditional approach. You can download and complete a paper version of our questionnaire if you prefer not to fill it out online or would like to take your time.

1. Download & Print

Choose your preferred language below. Please write clearly and legibly, as our team will manually enter your answers.

2. Submit Your Answers

When you're finished, send the completed questionnaire to us using the contact information below. Our team will contact you if we need to clarify anything.

Where to send
help@strategicchoices.com
Fax: (888) 940-4015
© 2026 EZ Living Trust | All Rights Reserved.
Before you start
No documents to find, scan or upload. Just names and addresses.
Your beneficiaries
Full name, DOB, address, email, and phone for each receiver.
A successor trustee and one backup
Full name, DOB, address, email, and phone for each.
Your property addresses
Your primary residence, plus any investment properties (no deeds required).
How you want things divided
Start thinking about who gets what, and in what shares.
Your health, financial, and funeral wishes
Who makes decisions if you cannot, and what you want done.