Complete to Begin Onboarding

Sendit Academy Members

First Name *

Last Name *

Please provide primary email address for documents as well as communication. *

Phone *

Please provide the physical address of the Trustee (where the trust will be shipped) *

City *

State *

Postal code *

COUNTY where you will be notarizing the Trust documents *

Which Trust Package have you selected? *

Gold - $5,000

Platinum - $12,000

Discount Code (if applicable)

SIA200

SIA1000

What will be the name of your Primary Legacy Trust? *

What is your full (public) legal name as the Grantor/Settlor? *

Provide the full legal name(s) of the Trustee(s) *

Co-Trustee: Two or more active Trustees. All co-trustees must be present to open the bank account and all decisions made on the trust must be agreed upon and notated in the trust minutes.

Successor Trustee(s) serves as replacement trustee. He/She will take over the fiduciary and management responsibilities of the Trust if the prior trustee is unable or unwilling to carry out his/her duties. *

Beneficiary(s): The party for whose benefit the trust was created is deemed the beneficiary. The trust instrument designates the beneficiary as having a material interest in the trust and its assets (funds or other property) as the recipient. This can also be another "Private Trust." Note: DO NOT add a statutory trust as a beneficiary. Grantor CANNOT be a Beneficiary. *

Primary Trustee Social Security # is needed to acquire the Trust EIN# for banking. *

(Applies to *Platinum* package only) A copy of a birth certificate is needed for purposes of creating the body deed and intellectual property, which will become an asset of the trust. For an individual or husband and wife only. Donation of $500 applies for each additional body deed per additional family member.

Upload Birth Certificate(s) Here

ANY and all legal names you've used over your lifetime for each person we are creating a body deed for.

Who referred you to us? *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.