Triple Play Package

We are offering the Triple Play Package to assist you in completing your estate planning. Estate planning means more than money and asset protection. The Triple Play offers a cohesive package that works with your Trust(s) and allows you to appoint someone to act as your Agent (attorney-in-fact) to take care of business for you if you cannot. It also allows you to make the decisions you need to make now about your health care if you cannot.

The Contract Trust(s) you have purchased from us allows for an immediate transfer to your Successor Trustee(s) upon your death. There is no probate, no estate or inheritance tax and no need for an attorney to administer your US based estate. This is great for the assets inside the Trust. What about all those other things you own?

The Pour Over Will literally “pours over” everything owned in your name to one of your named Trusts at the time of your death. As you become more sophisticated at asset protection, you will see the need to put most, if not all, of your belongings into Trusts. There is a provision for specific bequests to individuals. Depending on your state, and the value of your belongings, whatever “pours over” to the Trust, or goes to others, may have to be probated. That in itself is a good reason to put anything of value in Trust. This Pour Over will is NOT designed for people with minor children, as there is no provision for their guardianship. Typically, spouses are each other’s Agent (attorney-in-fact). Your Successor Trustee is often the Successor Agent. This is true of the Powers of Attorney as well.

The Durable Power of Attorney allows your Agent to take care of business for you if you are unable to do so. Most people are unfamiliar with Trusts and Trustees, but most people do understand the strength and validity of a properly drafted and signed Power of Attorney.

The Power of Attorney for Health Care is a health care directive in which you make certain choices now about any health care issues you may face in the future. It saves your spouse/successors from having to read your mind about what kind of care you would want in the event you cannot speak for yourself or die. We also provide a Wallet Card alerting emergency and medical personnel of the existence of the Power of Attorney for Health Care listing your agents names and phone numbers.

Please feel free to contact me if you have any additional questions.
Carol Werelius 877-333-5018 info@indicatorinformation.com or
Jim Knox 866-341-6907 security@info@indicatorinformation.com.

This Application is for the Triple Play. Please fill it out completely.

You are the Applicant...
Best email address to contact you.
Home phone number
Cell or other phone number
(Shipping Address for the Contract Trust)
(P.O. Box, Suite, Apartment, etc.)
Where you reside

THIS APPLICATION IS FOR A TRIPLE PLAY (Power of Attorney, Pourover Will and Durable Power of Attorney for Healthcare)

If not spouse or partner. If you are single, this is the man or woman that is going to carry out your wishes.
You and your Spouse/Partner can have different Successor Agents.
(P.O. Box, Suite, Apartment, etc.)
The person that will replace the Agent named above.
City in which the Agent resides.
OPTIONAL! Use only IF you Spouse or Partner HAS A DIFFERENT Successor
You and your Spouse/Partner can have different Successor Agents.
(P.O. Box, Suite, Apartment, etc.)

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.

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