Trust Intake Form Fill out everything with the * as it is required Make sure to SUBMIT form at the end, don't exit out of tab until done or the information will be lost . Please fill out all questions as they are needed to create your trust. PLEASE get your ein in the same name as your trust name. It must be exact.
Email:
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USA or Canada
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What will be the name of your Primary Legacy Trust?
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Enter it exactly as you did on the IRS website
Grantor full legal name (this is going to be you)
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Physical address of the Trust Administration
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Mailing address for the Trust Administration (if you'd like to use a PO Box).... or a different address you'd like the Trust sent to
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County you will be notarizing the documents in
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Email address for Trust Administration communication
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Full legal name of the Trustee
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Full legal name(s) of any additional Trustees? *separate with a comma* **all Trustees must be present when opening the bank account
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Successor Trustee(s) *Successor trustee(s)serves as replacement trustee, #1, #2, #3 etc, in order of your chosen succession
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Full legal name of Beneficiary #1 (may be another trust)
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Beneficiary #2
Beneficiary #3
Beneficiary #4
I will conduct myself with integrity and take responsibility for my actions throughout this journey. The choices I make are entirely voluntary and are not influenced or pressured by anyone in any way.
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I Agree
I understand and accept that if I breach the copyright, confidentiality, or NDA agreement referenced above, I will be liable for the fees and penalties outlined in the associated Fee Schedule.
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I Agree
I agree to keep learning and expanding my knowledge of the proper way to live out of the trust. I understand that I must commit myself to living in honor. That the trust does not give me the right to be unlawful.
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I Agree
Signature: By typing the name below, I declare that I agree to the above conditions and agreements set forth herein this Form:
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