Charitable Trust – 3iTrustApp

INSTRUCTIONS FOR COMPLETING APPLICATION

1. Complete Your Name, Your Address etc. as usual.
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.
4. You are the Investor(s).
5. You must List what you are exchanging into the Trust.
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

The cost of a Charitable Trust is $1,695.00 each.

This Application is for the Charitable Trust. Please fill it out completely.

Applicant Name *

You are the Applicant...

Applicant Email *

Best email address to contact you.

Date

Phone 1 *

Home phone number

Phone 2

Cell or other phone number

Applicant Address 1 *

(Shipping Address for the Contract Trust)

Applicant Address 2

(P.O. Box, Suite, Apartment, etc.)

Applicant City *

Where you reside

Applicant County *

County the Applicant resides in.

Applicant State *

ZIP Code *

Contract Trust Name *

Pick a strong name you would like, MUST END WITH THE WORD "TRUST"...

Contract Trust Domicile Address 1 *

(The State Domicile Address for the Contract Trust. This should be a no-tax State such as Wyoming, Washington or Texas as examples.)

Contract Trust Domicile Address 2

(P.O. Box, Suite, Apartment, etc.)

Domicile City *

Domicile State *

Domicile ZIP *

Creator's Name *

The person that is going to entice you into this contract. It can be anyone you Trust. They will only help you get this started and then resign with no further responsibilty or liability.

Creator *

Man
Woman

Creator's City *

City the Creator resides in.

Creator's County *

County the Creator resides in.

Creator's State *

Exchanger 1 Name *

Normally this would be YOU, the Applicant.

Exchanger 1 *

Man
Woman

Exchanger 2 Name

This would be a Spouse, Significant Other, Adult Child, a Friend or ???

1st Trustee Nominee *

This would most likely be you...

2nd Trustee Nominee

This would most likely be your spouse or significant other...

1st Successor Trustee *

REQUIRED - This is the man or woman that will take over your Trust as Trustee should you become incapacitated or upon your demise.

2nd Successor Trustee

OPTIONAL - This is an OTHER man or woman that will take over your Trust as Trustee should you become incapacitated or upon your demise.

Optional Clause 1

Bloodline Clause

Bloodline Clause: Only blood related family or children of your direct Bloodline may be appointed as Trustees or Successor Trustees.

Name *

First

Middle

Last

Your Name that the IRS has on record that we can use to get your Trust an EIN for banking purposes.

Social Security Number *

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.

Signature *

You agree to the above Terms and Conditions.

How did you hear about us? *

Friend, Family member, Youtube, Website???

Complete Payment:

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How Many Trusts Do You Need?

Total

$ 0.00

Credit Card *

Card Number

Security Code

Name on Card

Expiration/

Address

Address Line 1

Address Line 2

City

State

Zip Code

Section Divider

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