Funding Your Trust

Hire KEYTLaw to Fund Your Trust 2026

Submit this questionnaire to hire KEYTLaw, LLC, to transfer one or more of your assets to your revocable living trust.

Trust Funding Questionnaire

The purposes of this questionnaire are: (1) to allow you to pick the assets you want us to transfer to your trust, and (2) collect the information about the assets so we can prepare the documents that transfer the assets to your trust.

Questionnaire Date(Required)

Trust Information

Name of Your Trust(Required)

Date of Your Trust(Required)

How Many Trustees Does the Trust Have?(Required)

One

Two

Trustee's Name(Required)

First Middle Last Suffix

Trustee's Phone(Required)

Trustee's Email Address(Required)

Enter Email Confirm Email

Trustee's Mailing Address(Required)

Street Address Address Line 2 City State ZIP Code

2nd Trustee's Name(Required)

First Middle Last Suffix

2nd Trustee's Phone(Required)

2nd Trustee's Email Address(Required)

Enter Email Confirm Email

Is the 2nd Trustee's Address the Same as the Other Trustee?

Yes

2nd Trustee's Mailing Address(Required)

Street Address Address Line 2 City State ZIP Code

What Assets Are You Hiring Us to Transfer to Your Trust?

Arizona Real Estate $295 Per Deed

Address of the Land

In Which County?

Current Owner(s)

If you have more than one parcel of Arizona land click on the + symbol at the right of the line to add another row of fields.

Arizona LLC for $450 Per LLC

LLC Name

Percentage Owned

We prepare an Assignment of Membership Interest Agreement that transfers to the memberhip interest to the trust, Articles of Amendment to the Articles of Organization that we file with the Arizona Corporation Commission and an updated and amended Operating Agreement. We normally charge $297 to amend a single member Operating Agreement, but you get an amended Operating Agreement for no additional fee. If you have more than one LLC click on the + symbol at the right of the line to add another row of fields.

Bank Accounts for $195 Per Account(Required)

Bank Name

Type of Account

Account Number

Address

If you have more than one bank account click on the + symbol at the right of the line to add another row of fields.

Investment Accounts for $195 Per Account(Required)

Institution Name

Type of Account

Account Number

Address

If you have more than one investment account click on the + symbol at the right of the line to add another row of fields.

LIfe Insurance $195 Per Policy(Required)

Insurer

Type of Insurance

Policy Number

Beneficiaries

If you have more than one life insurance policy click on the + symbol at the right of the line to add another row of fields.

Savings Bonds $295 Per Bond(Required)

Issue Date

Amount

Bond Number

SSAN, Full Name & Address

If you have more than one life insurance policy click on the + symbol at the right of the line to add another row of fields.

Annunities $295 Per Annuity(Required)

Account Number

Amount

Bond Number

SSAN, Full Name & Address

If you have more than one annuity click on the + symbol at the right of the line to add another row of fields.

Do You Have any Additional Information for KEYTLaw?

Yes

Additional Information

Fee Payable to KEYTLaw, LLC

Deeds to the Trust

Price: $295.00

Bank Accounts to the Trust

Price: $195.00

LLC Assignments to the Trust

Price: $450.00

Investment Accounts to the Trust

Price: $195.00

Life Insurance to the Trust

Price: $195.00

US Savings Bonds

Price: $295.00

Annunities

Price: $295.00

How to Pay Your Fee

Total Fees Payable to KEYTLaw, LLC for the Above Funding Services

Go to our secure order page to pay for your services with your major credit or debit card. You may also give us your card information by calling our legal assistant at 480-664-7846.