My Life Card Plan SFQ Explanatory
Dynamic Trust Portfolio
Special Trust Directives

You may use the Special Directives text box to enter in names of certain individuals or a charity, if applicable, who are to receive other allocations of cash or percentages or specific asset distributions of your estate.  Those allocations, if any, would then be carved out first from your estate value before the equal share distributions are made.  Again, you can freely edit, modify and re-submit all data on this Questionnaire after your purchase (other than your own name) once inside your Client Console.  That provides you with the ability to change the flow of certain language in your documents after you've had the chance to review the text.

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