Unincorporated Business Trust Organization

Description

• Trust creation
• Trust documents contained in professional binder
• CD containing all the information on how to manage your trust
• Access to Facebook site
• Access to video library
• Please enable JavaScript in your browser to complete this form.

  How did you hear about the UBTO training? *Social MediaFrom a friend or family memberWeb search

  Please tell us how you found out about our online webinar training on the UBTO.

  The name you want to call your Trust (be creative). *

  What name would you like to use for your trust? It is preferred to NOT use the word TRUST in the name.

  Your Full Name *

  First

  Last

  Address where your Trust will receive USPS or other mail. *

  Preferably not a P.O. Box.

  The name of the COUNTY you live in *

  County NOT country

  Your Social Security Number *

  If you prefer NOT to release this information, then you will need to complete the IRS SS4 Form yourself to receive the Employee Identification Number (EIN) for your Trust.

  Your Email Address *

  Name, address, phone number and email of the Executive Trustee / Trust Manager *

  A Trustee cannot be a Beneficiary. A Beneficiary cannot be a Trustee.

  Name, Address, phone number and e-mail of Trustee/Executive Secretary. *

  Someone you trust with your money because his or her name will be on your Trust checking account. Duties of the Executive Secretary are to create and sign off on the minutes of all business meetings. Needs to have good business sense and lots of common sense. The minutes of all Trustee meetings dictates what the trust has the authority to do.

  Name, Address, phone number and e-mail of a Successor Trustee or third trustee, *

  This person is someone you trust with your money. When you die the Executive Secretary takes over as Executive Trustee and this Successor Trustee takes over as the Executive Secretary.

  Secretary. How you

  Name of all your Beneficiaries and what percent of 100 Capital Units each will have. *

  You must have at least one Beneficiary. Capital Units cannot be allocated in fractions, only whole numbers.

  Checkboxes *

  • Vietnamese Dong
  • Iraqi Dinar
  • Zimbabwe ZIM
  • Venezuela Bolivar
  • Indian Rupiah
  • Other

  Total ($) dollar amount of ALL currency assets (IQD, VND, ZIM, Bolivar, etc.) or any other currency you have from all sources and a list of any other assets you want to start your Trust with.

  List other assets *

  List details of ALL assets that will be moved into the trust.

  Submit