MLCP® Dynamic Trust Portfolio / Data Entry
AUDIO INTRODUCTION
Entry fields with a red asterisk (*) are minimally required for submission.
1) CLIENT / SPOUSE PERSONAL INFORMATION
Client:
  M
Yes No
*First Name MI *Last Name
DOB F
      U.S. Citizen
Spouse:
  M
Yes No
First Name MI Last Name
DOB F
      U.S. Citizen
Address:
*Street Address (or P.O. Box No.) Unit
*City
*County/Parish *State
*Zip Code
Contact:
*Daytime Phone Other Phone
*E-mail Address
Name of the Trust:
2) CHARITABLE ALLOCATION
Designated Charity's Name Designated Charity's Address
Allocation ($)Amount
3) NATURAL-PERSON BENEFICIARIES
Male
First Name MI Last Name Age Female   Relationship Share
Male
First Name MI Last Name Age Female   Relationship Share
Male
First Name MI Last Name Age Female   Relationship Share
Male
First Name MI Last Name Age Female   Relationship Share
Male
First Name MI Last Name Age Female   Relationship Share
Male
First Name MI Last Name Age Female   Relationship Share
Male
First Name MI Last Name Age Female   Relationship Share
4) DISTRIBUTIONS TO CONTINGENT BENEFICIARIES

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).

EQUALLY to PB's surviving children - or, if PB leaves no surviving children, then equally to PB's surviving siblings (or to remaining Primary Beneficiaries).

EQUALLY to PB's surviving siblings (or to remaining Primary Beneficiaries) - or, if PB leaves no surviving siblings (no remaining Primary Beneficiaries), then equally to PB's surviving children.

5) SUCCESSOR TRUSTEE(S) OF YOUR TRUST
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. 
  Selection for a Natural Person(s) as the Successor Trustee
  Selection for a Corporate Trustee as the Primary Successor Trustee
1)
First NameInitialLast Name Relationship
2)
First NameInitialLast Name Relationship
3)
First NameInitialLast Name Relationship
6) GUARDIAN APPOINTEES FOR DEPENDENT CHILDREN
1) /
First Name Initial Last Name Relationship
2) /
First Name Initial Last Name Relationship
7) DISINHERITED FAMILY MEMBERS (IF ANY)

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.

(250 Original Characters Available)
8) SPECIFIC TRUST DIRECTIVES

NOTICE:  Entries in the "Specific Trust Directives" textbox below will modify, add to, and/or rescind certain general terms commonly used in conjunction with "default" trust language.  Use this section to list specific distribution terms, Trust Investment Advisor appointees, generational holding and/or IRA minimum distributions terms, etc., for your trust.  With access to your Client Console, you may modify your personal data and/or Specific Trust Directives entries any time.  MLCP's proprietary "Specific Directives Apps" Table (below) provides a variety of common choices concerning trust administrative and dispositive language that you may add to the Specific Directives text box, which will auto populate into your trust document.

(1250 Original Characters Available / Trust)

Data inserted from your Specific 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 Specific Directives Addendum (on the "My Estate Plan" page) for you to ESIGN/implement, which will establish the same as a legal decree of your trust.

(5000 Original Characters Available / Addendum)
NOTES / COMMENTS / QUESTIONS

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.

Order Your "Dynamic Trust Portfolio" Here
Total Placement Fee > $845.00   w/MLCP Membership Options:
First 3 Months Only (FREE)   1-year/$5.95 Monthly   1-year/$59.95 Annual
Ancillary Order(s):

I request the Advisor Support Fee to be included in this order ($200).

I request a (pre-selected) Nevada-licensed Attorney Review / Legal Counsel Fee to be included in this order ($250).

I request the addition of a Restatement of Trust Addendum to my Dynamic Trust Portfolio that will enable me to "restate" my original/current (funded) living trust ($75).

I request the addition of a Pet Care & Maintenance Trust Addendum to my Dynamic Trust Portfolio to provide a sub-trust vehicle to assure the care and maintenance of my pet(s) when I am not available to do so ($150).

I request a Medicaid Qualifying Trust (MQT) Addendum to my Dynamic Trust Portfolio to provide a sub-trust vehicle that may allow - predicated on the then current law(s) of my state - any personal asset transferred therein to be deemed as a non-available resource concerning governmental spend downs that may be directed against my estate to pay Medicaid reimbursement claims ($400). (NOTICE: The MQT fee does not include [$95] Realty Deed orders.)

I request a Universal Guardian Trust (UGT) Addendum to my Dynamic Trust Portfolio to provide a sub-trust vehicle that will enable me to create/record specific guidelines for the guardian of my minor and/or disabled children through the terms of the UGT and in conjunction with the Universal Guardian Guide (UGG) portal included in this order ($550).

I/(We), the person(s) identified above as the Client (& Spouse) for the purposes of this transaction, now elect to purchase the My LifeCard Plan (MLCP) Dynamic Trust Portfolio for the amount of the Placement and Membership Fees as more particularly 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:


Credit Card/ Debit Card   (or)  Try Before You Buy
Visa MasterCard Discover
          Bank Card No. Card Verification No. Exp. Date       
Billing: 
Card/Account Name Street Address
                  City State Zip Code       

By submitting this My LifeCard Plan® 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" 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.