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Select the appropriate
provision designating to whom the share of any Primary Beneficiary (PB) - as
are identified above - who may not survive you shall be distributed to as a
Contingent Beneficiary(s). |
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If you are married - and establishing a
co-grantor trust - it is assumed that both spouses will serve as
original co-trustees of the trust with the surviving spouse serving alone as
sole (original) trustee.
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Select an Independent Entity as the Primary Successor Trustee |
Select a Natural Person(s) as the Primary Successor Trustee |
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NOTICE TO PURCHASER:
Identify only any bloodline descendants and/or legally adopted children
and/or their descendants who are to be disinherited from your estate. |
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(250 Original Characters Available) |
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Entries in the "Custom Trust Directives" textbox
BELOW can modify, add to, and/or otherwise rescind/annul any of the general terms commonly applied as "default" trust language. You may also use this section to define
and apply SPECIFIC DISTRIBUTION TERMS concerning the beneficiaries of your trust. You may designate Trust Investment Advisor appointees here, as well, and
incorporate certain generational-holding and/or Inherited IRA terms. Specific allocations to any beneficiaries named in this section - whether in cash and/or in kind and/or
in unequal percentage amounts - shall ALWAYS be deemed as being allocated PRIOR TO the equal-share distribution terms defined in your trust. |
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(1250 Original Characters Available / Adjust Textbox Size to Preference) |
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Data inserted from your Custom Directives Apps Table, or which you have manually entered, that does not fit into your trust document may otherwise be posted in the "TRUST ADDENDUM" TEXT BOX (below).
That text will then appear in your Custom Directives of Trust / Addendum (on The eStatePlan Document Set page) for you to ESIGN/implement, which will establish the same as a legal decree of your trust.
If additional verbiage (character volume) is needed to complete your trust draft then you will need to use the Section 1 "Supplemental Administrative Directives" textbox in your PostScript Page to post the additional verbiage.
If you need assistance with entries in your PostScript Page then you can order the same using the Comprehensive Drafting Assistance / Drafting Surcharge page ($300). |
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(3500 Original Characters Available / Adjust Textbox Size to Preference) |
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Entries inserted from your CHARITABLE SUBTRUST DIRECTIVES App (below) will create an Addendum that shall apply ONLY to your CHARITABLE REMAINDER SUBTRUST, which will appear in the Charitable Subtrust Directives Addendum (on the "My Estate Plan" page) for you to ESIGN/implement. |
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(3500 Original Characters Available / Adjust Textbox Size to Preference) |
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Entries inserted from your WEALTH PRESERVATION TRUST App (below) will create an Addendum that shall apply ONLY to your NEVADA WEALTH PRESERVATION SUBTRUST, which will appear in the Wealth Preservation Trust Directives Addendum (on the "My Estate Plan" page) for you to ESIGN/implement. |
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(2000 Original Characters Available / Adjust Textbox Size to Preference) |
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NOTICE TO PURCHASER:
Entries in the "Notes/Comments/Questions" textbox below will be
auto-posted and permanently recorded in your (forthcoming) Client Console's NotePad
Message Center. Archived NotePad message entries can be made available, by your choosing,
for viewing and additional text entry applications by your legal counsel and/or other select persons. |
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I/(We), the person(s) identified above as the Client (& Spouse) for the purposes of this transaction,
now elect to purchase the Dynamic Trust Portfolio for the amount of the Placement
and Membership Fees as defined in the Contract & Purchase Agreement linked hereunder.
NOTE > You must click on the button below to view the Contract and Purchase Agreement and then the "I AGREE" button at the bottom of the Contract page:
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By submitting this Dynamic Trust Portfolio Data Questionnaire, I/We, identified as the person(s) whose name(s)
has/have been entered above, hereby attest and confirm that I/We have read the
Contract & Purchase Agreement and fully understand and agree with all the terms
and conditions prescribed therein and that its execution - by virtue of the
submitting of this transaction / by activating the "Submit/Process" button - is an
acceptance by me/us of all of its mutually protective covenants, terms and
conditions, and agree that said Contract/Agreement is lawfully binding upon all
parties identified therein. |
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