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1. Do you need to have your trust notarized? *
3. Can your witnesses be parties named in your trust?
2. How many witnesses do you need?
4. What type of bank account do you need to set up?
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5. What is KYC?
7. Does the trust accept tax?
6. Should you open an interest-bearing account (i.e. savings)?
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1. Do you need to call the bank to set up an appointment to create the trust bank account? *
3. Is the trust a Grantor’s Trust? *
2. What type of account are you asking to set up? *
4. Do you own the trust? *
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5. How do you sign all trust documents? *
7. Do you open a checking and savings account? *
6. Do you control the trust? *
8. Do the successors and beneficiaries need to be at the bank when opening the account? *
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9. Do all trustees need to be at the bank when opening the account? *
11. Is the trust a separate entity than you? *
10. What is the sole purpose of the EIN? *
12. Can the trust pay the trustees’ bills? *
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1. What is your ALL CAPS name? *
3. Does the trust get filed/recorded? *
2. Will you have a fee schedule? *
4. Which documents should you record? *
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5. Does your assumed name need to be published in the legals of a newspaper? *
7. How many days or weeks does your assumed name need to be run in the legal newspaper? *
6. Do you need to publish your assumed name in the paper before you can file your IP & Body Conveyance, Fee Schedule, etc? *
8. What do you need to acquire from the county to complete a quit claim deed? *
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9. Can I put cars in the trust? *
10. Do I transfer my car from my name to the trust name? *
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1. What state are you doing assumed name under? *
3. What do you put for your zip code? *
2. What do you put before your address? *
4. How many different name holders do you add? *
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5. Do you allow the website to edit your address as entered? *
7. What do you enter for your signature? *
6. What email address do you enter? *
8. Do you get and file your assumed name before you file anything else? *
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1. What do you change in your 401k to have it held by your Trust? *
3. What form is used to receive all W2 monies earned? *
2. Do you need to write a receipt for any donations to your trust? *
4. Can you get back the social security you’ve paid? *
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5. What is the purpose of having a business LLC? *
6. What is it called when your personal banking account (NOT your Trust account) receives money? *
1. What form is used to change ownership of your LLC? *
3. What is the purpose of having a business LLC? *
2. Why are you changing ownership of you LLC? *
4. Do you use your Trust EIN on form 8822B? *
5. What mode does team all trust recommend using for your 8822B? *
1. What is necessary for a business to change so that a Trust can shelter it’s taxes? *
2. Can you change the bank account a processor or Point of Sale uses for business? *
Training Videos
Onboarding Form (Trust 1)
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Personal Info
2
Legacy Trust
3
Last Page
First Name
Middle Name
Last Name
Email
Phone Number
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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)
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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.
*

Training Videos
Onboarding Form (Trust 2)
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)
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
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
BENEFICIARIES
The party for whose benefit the trust was created; have material interests in the trust assets.
Beneficiary (Legacy Trust Name)
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
* 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.

Training Videos
Onboarding Form (Trust 3)
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)
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
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
BENEFICIARIES
The party for whose benefit the trust was created; have material interests in the trust assets.
Beneficiary (Legacy Trust Name)
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
* 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.

Training Videos
Onboarding Form (Trust 4)
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)
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
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
BENEFICIARIES
The party for whose benefit the trust was created; have material interests in the trust assets.
Beneficiary (Legacy Trust Name)
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
* 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.

Training Videos
Onboarding Form (Trust 5)
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)
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
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
BENEFICIARIES
The party for whose benefit the trust was created; have material interests in the trust assets.
Beneficiary (Legacy Trust Name)
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
* 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.