Jun 26 (edited) • General discussion
💎 Fast Track Mindset
this will help so much
FULL MONOPOLY-STYLE FLOW OF THE PROCESS:
- Come of Age / Acknowledge Estate
- Create Living Estate Revocable Trust
- File UCC-1 Financing Statement
- Create Ecclesiastical Irrevocable Trust
- Obtain EIN for the Ecclesiastical Trust
- Certification of Trust
- IRS Form 56 and 56-F
- Spiritual Bylaws + Indemnity Agreement
- FDIC Required Forms
- Security Agreement
- W-8BEN Form
- Optional: IRS Forms 1041 & 1099
- Request W-9 from Bank
- Birth Certificate + Affidavit of Estate
- Lien the Estate Account
- Retitle the Account
- Limit Deposits
- 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
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