Estate Planning/Trust Checklist:
This is the BWSC, LLC. Estate Planning/Trust Setup Checklist.
 It’s important to understand A trust provides protection from creditors,predators, liability suits, malpractice suits, employees, personal bankruptcy, excessive divorce settlement and court actions. In the words of John D Rockefeller… “own nothing, control everything”
This process will position you to do just that.  
Email *
BWSC, LLC.  Legacy Division.
What is an Estate?
 An estate is all property owned minus anything owed,  who gets what and when they get it.
What is a Trust?
A trust is a legal document established during a person’s lifetime which specifies the management of their personal property before and after their death. The document also provides a plan for how those assets, and the income earned by the trust, are distributed after their death. Once the trust is established, all the assets of the person who created the trust ought to be transferred into the trust
BWSC Trust explained
Full Legal name ( First, Middle, Last.) *
Full Address including zip code. *
Best contact Phone Number *
What are your estate planning goals?                                                            

Please list why you want a trust/s or estate plan. *
Please List the Full Names of who are in your family that your trust will cover.( Please list First, Middle, Last Names) *
Wife/husband:Son/s: Daughter/s: Son/Daughter in Law: employee’s , church or nonprofit organizations. List below who you want to inherit your assets? (List their  first , middle and last name, for each one.)

Names of trusts:             

  (4 names  needed)

Example : family Generational trust Etc.

Trust Name #1

Trust Name #2

Trust Name #3

Trust Name #4

List in that order Below 

 *

List Board of Trust officers - select at least 3 ( can be the same names for all 4 trust or 3 different names for )

Examples: 

   ⁃    Executive trustee  (This is you)

 Further names needed for :

1.Secretary trustee:___________

2.Treasure trustee:____________

3. Administrative trustee:___________

List in that order Below 

 *

List 4 Successor trustees. 

A successor trustee is one who would have the authority of the executive trustee, if and when the executive trustee cease to exist.

  ( one or more) can be the same names for all trust or 4 different names for the 4 trusts. 

Trust 1: 

Trust 2:

Trust 3:

Trust 4:

List in that order below 

 *
Please List all your assets to be protected: *
Required
Will you like BWSC to assist  you with a last will and testament  as well? *
Required
Legacy division
Our legacy division setups and execute trust and estate planning for a very affordable price  given to you or will be given to you by your account specialist. Please list below how you plan to pay for your trust/estate planning services. *
Required
By clicking this box you agree for BWSC and it’s Legacy and estate planning specialist to consult you on the creation, setup, and structure of your trust for asset protection and positioning for your beneficiaries. *
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