Data Entry / The eStatePlan™
TIMED-PAGE NOTICE
Entry fields with a red asterisk (*) are minimally required for page submission.
1) CREATOR / SPOUSE PERSONAL INFORMATION
Creator:
  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 DOB Female   Relationship Share
Male
First Name MI Last Name DOB Female   Relationship Share
Male
First Name MI Last Name DOB Female   Relationship Share
Male
First Name MI Last Name DOB Female   Relationship Share
Male
First Name MI Last Name DOB Female   Relationship Share
Male
First Name MI Last Name DOB Female   Relationship Share
Male
First Name MI Last Name DOB 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) TRUSTEE / AGENT / EXECUTOR APPOINTEES
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. 
  Select an Independent Entity as the Primary Successor Trustee
  Select a Natural Person(s) as the Primary Successor Trustee
Successor Trustee(s):
1)
First NameInitialLast Name Relationship
2)
First NameInitialLast Name Relationship
3)
First NameInitialLast Name Relationship
Financial POA Agent(s):
1)
First NameInitialLast Name Relationship
2)
First NameInitialLast Name Relationship
Last Will Executor(s):
1)
First NameInitialLast Name Relationship
2)
First NameInitialLast Name Relationship
6) GUARDIAN APPOINTEES FOR DEPENDENTS
1) /
First Name Initial Last Name Relationship
2) /
First Name Initial Last Name Relationship
7) DISINHERITED LINEAR FAMILY MEMBERS

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) CUSTOM TRUST DIRECTIVES

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.

(1250 Original Characters Available / Adjust Textbox Size to Preference)

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 Trust Directives / Addendum (on The eStatePlan Document Set page) for you to ESIGN/implement, which will establish the same as a legal decree of your trust.

(50000 Original Characters Available / Adjust Textbox Size to Preference)
9) ADVANCED SUBTRUST DIRECTIVES

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.

(10000 Original Characters Available / Adjust Textbox Size to Preference)

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.

(2000 Original Characters Available / Adjust Textbox Size to Preference)
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.

Make Your Dynamic Trust Portfolio™ Order Here
Total Placement Fee > $1,945.00   w/MLCP Membership Options:
First 3 Months Only (FREE)   1-year/$9.50 Monthly   1-year/$95.00 Annual
Ancillary Orders:

The eStatePlan™ Client Management Services (CMS) (support) — providing direct assistance with Creator's trust funding and other processing applications — is included in this order > $300.

The eStatePlan™ Legal Applicability/Suitability Review (w/call) — conducted by [*Access Code Required*], [*Access Code Required*] legal counsel — is included in this order > $***.

The eStatePlan™ Two-Factor Authentication (2FA) (module) — to enable Client Console storage of Crypto Currency keys and other sensitive electronic data with encrypted 2FA security — is included in this order > $750.

The eStatePlan™ Restatement of Trust Addendum (RTA) — to enable the conversion/restatement of Creator's original (funded) revocable living trust as The eStatePlan™ — is included in this order > $125.

The eStatePlan™ Universal Guardian Trust (UGT) — to enable the arranging (and recording) of specific guidelines for the guardian of Creator's minor and/or disabled descendants and administered by a fiduciary/trustee through the terms of the UGT in conjunction with the Universal Guardian Guide (UGG) — is included in this order > $1,050.

The eStatePlan™ Medicaid Qualifying Trust (MQT) — that may allow (in accordance with then current/applicable state and federal law) for personal assets transferred therein to be deemed as a non-available resources with respect to any governmental spenddown(s) directed against Creator's estate to pay for Medicaid reimbursement claims — is included in this order > $1,250. (NOTICE: The MQT fee does not include [$250] Realty Deed orders.)

The eStatePlan™ Nevada Wealth Preservation Trust (NWPT) — for protecting assets transferred therein, to the extent recognized and applicable under Nevada Law per NRS Chapter 166, from any adverse (non-governmental) creditor claim(s) that may be directed against Creator's estate — is included in this order > $4,950. (NOTICE: The NWPT fee does not include the processing of any related Asset Transfer Document or Realty Deed orders.)

The eStatePlan™ Charitable Remainder Trust (CRT) — to benefit a certain 501(c)(3) charitable entity(s) as a remainderman beneficiary from a charitable allocation that will first provide an income stream to Creator and/or family member(s) either before or after Creator's decease, per the establishing election — is included in this order > $1,850. The CRT format to utilize shall be a (select one):

Charitable Remainder Annuity Trust (CRAT)  // Charitable Remainder Unitrust (CRUT)
(NOTICE: The CRT fee does not include [$250] Realty Deed orders.)

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:


Credit Card/ Debit Card   (or)  TRY BEFORE YOU BUY
          Bank Card No. Card Verification No. Exp. Date       
Billing: 
Card/Account Name Street Address
                  City State Zip Code       

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.