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Onboarding Form (Trust 1)
1
Personal Info
2
Legacy Trust
3
Last Page
First Name
Middle Name
Last Name
Email
Phone Number
1
Personal Info
2
Legacy Trust
3
Last Page
What do you want your legacy trust named as? *
(We recommend naming it something that could not be associated with your name easily i.e. Freedom Legacy Trust)
GRANTORS
The party(ies) creating and funding the trust. There can be up to two grantors (I.e. husband / wife) Must be over 18.
Grantor 1 Information & Trust Mailing Address:
FIRST NAME *
MIDDLE NAME *
LAST NAME *
SSN *
PHONE NUMBER *
EMAIL *
ADDRESS *
CITY *
STATE *
ZIP CODE *
COUNTY (not country) *
Grantor 2 Information:
FIRST NAME
MIDDLE NAME
LAST NAME
SSN
PHONE NUMBER
EMAIL
TRUSTEES
The party named to care for and manage trust property and assets (can be same as Grantor) Must be over 18.
Trustee 1 Full name *
Trustee 2 Full name
Trustee 3 Full name
Trustee 4 Full name
Trustee 5 Full name
SUCCESSOR TRUSTEE: The backup trustee
All successor trustees will be activated at the same time should something happen to main trustee(s). Must be over 18.
Successor Trustee 1 Full name *
Successor Trustee 2 Full name
Successor Trustee 3 Full name
BENEFICIARIES
The party for whose benefit the trust was created; have material interests in the trust assets.
Beneficiary 1 Full name *
(Please check if they Grantor's child/children or grandchild/children) *
Beneficiary 2 Full name
(Please check if they Grantor's child/children or grandchild/children)
Beneficiary 3 Full name
(Please check if they Grantor's child/children or grandchild/children)
Beneficiary 4 Full name
(Please check if they Grantor's child/children or grandchild/children)
Beneficiary 5 Full name
(Please check if they Grantor's child/children or grandchild/children)
Beneficiary 6 Full name
(Please check if they Grantor's child/children or grandchild/children)
1
Personal Info
2
Legacy Trust
3
Last Page
DOCUMENT UPLOAD
Images must be clear and legible. Certificates MUST clearly show state filing / registration number, date of birth, and date of registration. If spouse is named as trustee, please upload their birth certificate as well.
Grantor 1 Birth Certificate
Maximum file size: 256 MB
Grantor 1 ssn
Maximum file size: 256 MB
Grantor 2 Birth Certificate
Maximum file size: 256 MB
Grantor 2 ssn
Maximum file size: 256 MB
Grantor 3 Birth Certificate
Maximum file size: 256 MB
Grantor 3 ssn
Maximum file size: 256 MB
PLEASE VERIFY ACCURACY OF THE ABOVE INFORMATION. ANY EDITS OR CORRECTIONS NEEDED ONCE THE TRUST WRITERS HAVE BEGUN TO WRITE YOUR TRUST WILL BE CHARGED AT $500 PER PAGE.
*

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Tax Services

Amend Tax Return

Personal

$2000/yr

Note: Remaining balance will be billed once we can calculate the total amount.

Amend Tax Return

Business

$2000/yr

Note: Remaining balance will be billed once we can calculate the total amount.

Tax Return

Personal

$1500/yr

Note: Remaining balance will be billed once we can calculate the total amount.

Tax Return

Business

$1500/yr

Note: Remaining balance will be billed once we can calculate the total amount.

NOTE: Your tax liability must be $2k or more per year.

Onboarding Questionnaire
1. Is your tax liability 2k/yr or higher?
2. Was your tax liability greater than 2k in the year 2021?
3. Was your tax liability greater than 2k in the year 2022?
4. Was your tax liability greater than 2k in the year 2023?
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