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Training Videos
Onboarding Form (Car Trust 1)
1
Personal Info
2
Legacy Trust
3
Last Page
DealerShip Name
FIRST NAME *
MIDDLE NAME *
LAST NAME *
PHONE NUMBER *
EMAIL *
ADDRESS *
CITY *
STATE *
ZIP CODE *
Date of birth ( DOB )
type of vehicle
Year
Make
Model
Vin
1
Personal Info
2
Legacy Trust
3
Last Page
What do you want your car trust named as? *
(We recommend naming it something that could not be associated with your name easily i.e. Freedom Legacy Trust)
successor
The party(ies) creating and funding the trust. There can be up to two grantors (I.e. husband / wife) Must be over 18.
FIRST NAME *
MIDDLE NAME *
LAST NAME *
SSN *
PHONE NUMBER *
ADDRESS *
CITY *
STATE *
ZIP CODE *
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
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)
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.
*

dos quiz 1 question 1

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