Trust Questionnaire
Build your trust structure, step by step — privately, at your own pace.
The HELF Trust Questionnaire walks you through everything needed to generate your estate structure documents: your trust agreement, pour-over will, Schedule A, certificate of trust, and funding documents. Answer in plain language. No legal jargon required.
How it works
- Purchase — Start with the Tier 1 DIY Template Pack ($100).
- Receive your private link — After purchase, we send you your personal questionnaire link by email.
- Answer the questionnaire — Work through it at your own pace. Your answers stay in your browser — nothing you enter is saved or shared.
- Download your documents — At the end, download your complete document set: trust agreement, pour-over will, Schedule A, certificate of trust, blanket assignment, LLC interest assignment, bank retitling letter, and execution checklist.
Who it’s for
Families and business owners who want to structure their estate themselves, with clear guidance at every step — and the option to involve an attorney if they choose.
Our tiers
- Tier 1 — DIY Template Pack, from $100: Self-guided questionnaire → your document set.
- Tier 2 — Guided Structure, from $750: Mapping session and verification walkthrough with HELF.
- Tier 3 — Elite Legacy Structures, from $2,500: Multi-trust waterfall integration and anonymous LLC layering.
Privacy
Your answers are kept in your browser only. HELF does not store, see, or share your questionnaire answers.
Start with the Tier 1 DIY Template Pack — $100
Questions? Contact us at info@helfenterprises.net · 602-837-8483
Self-guided DIY estate structures. Buyers may involve an attorney if they choose. This service provides templates and education, not legal advice.
