Abstract of Trust Application

INSTRUCTIONS FOR COMPLETING APPLICATION
This is an Abstract of Trust Application

Complete Your Name, Your Address etc. as usual.

  1. If you are ordering more than one Abstract of Trust to use for other purposes other than your Motherlode Trust, you will find fields for the Name, etc. in the Application. Only fill those out IF you are ordering more than one Abstract of Trust at this time.
  2. Name the Trust. Anything that sounds good to you is OK. Try for a strong sounding name. DO NOT use your surname or sequential numbering, e.g. My Trust #1, My Trust #2, etc. That would indicate there is more than one.
  3. Name the Creator; a third party is necessary for the Creation of the Trust and Appointment of the First Trustee. This person has no further obligation, liability or authority in the Trust. NOTE: All parties that will be signing the Trust NEED to be available when the documents are Notarized. Best practice is to have all parties live in the same area.
  4. You are the Exchanger(s).
  5. You must list what you are exchanging into the Trust. (Items not Value)
  6. The Creator appoints you as First Trustee.
  7. You appoint a second Trustee, if applicable.
  8. You must name at least ONE Successor Trustee, but it CANNOT be YOU.

The cost of an Abstract of Trust is $200 per Abstract. (You only need ONE per Trust).
At the time that you wish to PURCHASE the Trust, the cost of Trust will depend on what type of Trust you want. As an example;

  • The Standard Contract Trust is $1,995.00. Additional Standard Trusts are $1,695.00 each.
  • The Real Estate Trust is $1,995.00. Additional Standard Trusts are $1,695.00 each.
  • The Automobile or Equipment Trust is $1,995.00. Additional Standard Trusts are $1,695.00 each.
  • All other Trusts are $1,695.00

Indicator Information Institute
Carol Werelius, Executive Trustee
Jim Knox, Executive Trustee
Call: 877-333-5018 10 am to 5 pm EST – eMail: info@indicatorinformation.com

This Application is for an Abstract of Trust. Please fill it out completely. The RED asterisk is a required field.

The cost for the Abstract of Trust is $200. At the time that you would like to have the Full Trust, the cost is an additional $1,995.00 for Standard Trust, Real Estate Trusts. You will need to complete the "Short Trust Application" and make full payment with your debit or credit card. Fill this application out and then hit the SUBMIT button. NOTE: All parties that will be signing the Trust NEED to be available when the documents are Notarized. Best practice is to have all parties live in the same area.
You are the Applicant...
Best email address to contact you.
Home phone number
Cell phone or other phone number
(Shipping Address for the Contract Trust)
(P.O. Box, Suite, Apartment, etc.)
Where you reside
If you are have what we call a Motherlode Trust, Management Trust or any other Trust and you are going to 'contract' to it for any reason, list it here.
Pick a strong name you would like, MUST END WITH THE WORD "TRUST"...
(The State Domicile Address for the Contract Trust. This should be a no-tax State such as Wyoming, Florida, Washington or Texas as examples.)
(P.O. Box, Suite, Apartment, etc.)
The Creator can be anyone you Trust. The Creator will only help you get this started and then resign with no further responsibility or liability. The Creator must be present when the Trust documents are Signed and Notarized.
City the Creator resides in. Should be in your State and preferably in your Town.
The Exchanger/Investor is normally a man or woman. In some situations the Exchanger/Investor will be the Motherlode or Standard Trust. This is especially true if the Trust you are purchasing is for an Annuity Trust, Real Estate or an Automobile Trust.
If the Exchanger 1 is the Motherlode or Standard Trust place the name of the man or woman here. It will be one of the Trustees of the Motherlode or Standard Trust.
This would be a Spouse, Significant Other, Adult Child, a Friend or ???
This would most likely be you...
This would most likely be your spouse or significant other...
REQUIRED - This is the man or woman that will take over your Trust as Trustee should you become incapacitated or upon your demise.
OPTIONAL - This is an OTHER man or woman that will take over your Trust as Trustee should you become incapacitated or upon your demise.
Bloodline Clause: Only blood related family or children of your direct Bloodline may be appointed as Trustees or Successor Trustees.
Usually the customer will put "$100 and other Considerations" or a list of TYPES of Currencies, (no amounts). If it is for Real Estate or a Vehicle, give us a brief summary.

For Real Estate Trust

Fill in the information below...
If this is a Real Estate Trust, what name do you want?
Street Address...
(Insert Legal Description of Real Property here. Please attach most recent Quit Claim/Warranty Deed.)

For Property Management

Fill in the information below...
If this is a Property Management Trust, what name do you want?

For Vehicles Trust

Fill in the information below...
If this is a Vehicle Trust, what name do you want?
Your Name that the IRS has on record that we can use to get your Trust an EIN for banking purposes.

We will get the Trust EIN from the IRS...

Fill in the information below...
Your Social Security Number will be used to acquire an Employee Indentification Number from the IRS so you can open a Financial Account at a Bank, Credit Union or Brokerage.

DISCLAIMER AND MUTUAL HOLD HARMLESS AGREEMENT


All parties to this contract agree and understand that Indicator Information Institute (III), its respective officers, Trustees, directors, employees, and others working on behalf of III, are not attorneys and do not offer legal, tax, accounting or other professional advice. Should such services be required, the undersigned will retain competent professional(s). The undersigned does not expect, nor will he/she/they solicit III to provide legal, tax or accounting advice and/or assistance. However, the undersigned may, from time to time, seek consultation from III regarding these subjects, expecting only III’s best judgment.

Based upon information supplied and presented by the undersigned during discussions, III prepares documents to be used only in a totally lawful and legal manner, and are NOT to be used in any way or manner that either evades laws or circumvents any legal or lawful processes. The manner in which the undersigned has chosen or yet chooses to utilize such documents is strictly and specifically the total responsibility of the undersigned. The documents provided are intended strictly for informational purposes and to be used only by the undersigned.

Furthermore, the undersigned agree(s) to hold harmless III and its respective officers, Trustees, directors, employees, affiliates, agents or representatives and indemnifies the same from any and all damages arising from the use and or transfer of these prepared documents.

Additionally, both parties shall defend from any third party claim against either party any and all claims, demands, suits or losses, including all costs connected with damages to either party's interest, property or reputation to the extent caused by the third party.

Both parties indemnify and hold harmless each other and their respective officers, Trustees, directors, employees, affiliates, agents or representatives and others working on behalf of either party from and against all claims, damages, liabilities, costs and expenses, including reasonable legal fees incurred, which may arise out of or is in any way connected or associated with this contract.

You agree to the above Terms and Conditions.
This box is for Indicator Information staff ONLY!

Complete Payment:

Complete Payment Below.
This is ONLY for the Abstract of Trust, not a Trust. When you are ready for the Actual Trust, we will use this Information to complete the Trust and ship it to you.
$ 0.00
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