this will help so much https://www.td.com/content/dam/wealth/document/pdf/wealth/executor-assist-kit-en.pdf FULL MONOPOLY-STYLE FLOW OF THE PROCESS: 1. Come of Age / Acknowledge Estate 2. Create Living Estate Revocable Trust 3. File UCC-1 Financing Statement 4. Create Ecclesiastical Irrevocable Trust 5. Obtain EIN for the Ecclesiastical Trust 6. Certification of Trust 7. IRS Form 56 and 56-F 8. Spiritual Bylaws + Indemnity Agreement 9. FDIC Required Forms 10. Security Agreement 11. W-8BEN Form 12. Optional: IRS Forms 1041 & 1099 13. Request W-9 from Bank 14. Birth Certificate + Affidavit of Estate 15. Lien the Estate Account 16. Retitle the Account 17. Limit Deposits 18. Operate the Trust All Critical Templates We Included: - Living Estate Trust - Ecclesiastical Trust - UCC-1 Template - Security Agreement - Spiritual Bylaws - Power of Attorney (FDIC 7200/16) - Declaration of Independent Activity (FDIC 7200/07) - IRS 56 + 56-F - Certification of Trust - W-8BEN - Sample Birth Certificate Affidavit - Hold Harmless Indemnity - Bill of Exchange - Declaration of Beneficiary Rights - Step-by-step Letter of Instruction - - https://www.td.com/content/dam/wealth/document/pdf/wealth/executor-assist-kit-en.pdf