Add-On Trust - Wyoming LLC Business Intake and Engagement

Add-On Wyoming Qualified Spendthrift Trust SECTION 1. Trust Settlor(s) Contact Information A. Trust Settlor #1 Name:

Settlor SSN:

Phone:

Fax:

Email:

Mobile phone:

Other phone:

Other email:

Address: City/Town:

State/Country

Zip/Country Code

SECTION 2. - Trust Details a. b.

Enter your first and second choices for the trust name. If you have an address that you wish to use other than the address appearing in Section 1, enter the information, otherwise, check the box and enter the section number containing the address that you wish to use.

a.

New Trust Name

First Choice. _______________________________________QUALIFIED SPENDTHRIFT TRUST Second Choice. _____________________________________QUALIFIED SPENDTHRIFT TRUST

b.

Registered Agent Address

c.

Trust Mail Fwd. Address:

□ Same as section 1 OR to the following address:

OUTPOST PROVISIONING LLC 515 West Prosser Rd., Unit C-205, Cheyenne, Wyoming 82003 ____________________________________________________________________________________ address City_______________________________ State____________________ Zip_________________ Country____________________________Other_______________________________ Phone._____________________ Fax.____________________ Email._____________________

SECTION 3. TRUST BENEFICIARY – DESCENDANT DETAILS As a trust settlor, you are regarded as a Beneficiary with 100% beneficial interest that can be divided as you like and left to your descendent beneficiaries. (must have at least two beneficiaries in addition to the Trust Settlor) If there is only 1 Settlor (which is preferred), you can divide the 100% so that upon your death, 100% goes to your spouse or a percentage (like 50%) goes to your spouse and 50% goes to children/others OR if no spouse, 100% goes to your descendants. Upon the Death of Settlor #1:

□

______ % Interest shall go to Settlor #2-Spouse/Other and ______% Interest shall go to Descendants named below in the amounts indicated

OR, Upon the Death of Settlor #1:

□

______ % Interest shall go to Descendants named below in the amounts indicated

About Per Stirpes: Property that is to be divided among an individual's surviving or then-living descendants "per stirpes" or in "per stirpital shares" means that it shall be divided into as many equal shares as there are children of the individual who are then living or who have died leaving surviving or then-living descendants. A share allocated to a deceased child of the individual shall be divided further among such deceased child's surviving or then- living descendants in the same manner.

□ 1.

I elect the Per Stirpes Provision

□

I decline the Per Stirpes Provision

□ Section 1b. Spouse/Other OR Name._____________________________________________

______________________________________________________________________________________ address

Beneficial Interest:_________% SSN:____________________ Age:____________________

City__________________________________________ State__________________Zip_______________ Phone.________________________________________ Fax.____________________________________ Mobile._________________________________ Email._________________________________________ 2.

Name. ________________________________________________________________________

______________________________________________________________________________________ address

Beneficial Interest:_________% SSN:____________________ Age:_____________________

City__________________________________________ State_______________ ___Zip_______________ Phone.________________________________________ Fax.____________________________________ Mobile._________________________________ Email._________________________________________ 3.

Name. _______________________________________________________________________

_____________________________________________________________________________________ address City_________________________________________ State_______________ ___Zip_______________

Beneficial Interest:_________% SSN:____________________ Age:____________________

Phone._______________________________________ Fax.____________________________________ Mobile._________________________________ Email._________________________________________ 4.

Name. __________________________________________________________________________

_______________________________________________________________________________________ address City___________________________________________ State_______________ ___Zip_______________ Phone._________________________________________ Fax.____________________________________ Mobile._________________________________ Email.__________________________________________

Beneficial Interest:_________% SSN:___________________ Age:____________________

5.

Name. _________________________________________________________________________

_______________________________________________________________________________________ address

Beneficial Interest:________% SSN:___________________ Age:___________________

City___________________________________________ State_______________ ___Zip_______________ Phone.________________________________________ Fax._____________________________________ Mobile._________________________________ Email.__________________________________________ 6.

Name. _________________________________________________________________________

_______________________________________________________________________________________ address City___________________________________________ State_______________ ___Zip_______________

Beneficial Interest:_________% SSN:___________________ Age:____________________

Phone.________________________________________ Fax._____________________________________ Mobile._________________________________ Email.__________________________________________ 7.

Name. _________________________________________________________________________

_______________________________________________________________________________________ address City___________________________________________ State_______________ ___Zip_______________

Beneficial Interest:________% SSN:___________________ Age:___________________

Phone.________________________________________ Fax._____________________________________ Mobile._________________________________ Email.__________________________________________ 8.

Name. _________________________________________________________________________

_______________________________________________________________________________________ address City___________________________________________ State_______________ ___Zip_______________

Beneficial Interest:_________% SSN:___________________ Age:____________________

Phone.________________________________________ Fax._____________________________________ Mobile._________________________________ Email.__________________________________________

SECTION 4. Trustees

□

The Trustee shall be an existing Wyoming Family Private Trust Company Managed by OUTPOST PROVISIONING LLC

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SECTION 5. Trust Distribution Committee There must always be at least two Eligible Individuals serving as Trust Distribution Committee Members. Eligible Individual shall mean an adult Trust Beneficiary who is not the Settlor or the person married to the Settlor at the time.

□ □

The persons named in Section 3, numbers __________and _________shall be Members of the Trust Distribution Committee The Person named in Section 3, numbers ________ and ________ is/are minor(s) and the Representative named below shall be a Member of the Trust Distribution Committee on their behalf.

a.

Representative name._________________________________________________________________________________________

________________________________________________________ City:_______________________ State:____________ Zip:___________ address SSN or Driver License #_________________________________ Issuing State___________ Phone.______________________________ Fax.__________________________ Mobile.______________________ Other._______________ Email._____________________________________________________________

SECTION 6. Trust Federal Tax EIN Service With this service, we will obtain for your company the Federal Tax ID Number (also called Federal Employer Identification Number) that is required to open a bank account. We will prepare and submit the necessary form directly to the Internal Revenue Service. (there is no additional charge if OUTPOST PROVISIONING LLC is the Manager in Section 4).

□

Obtain EIN

□

EIN Service Not Requested

SECTION 7. Trust Registered Agent Service The 1st year Registered Agent service is included in the package. A Registered Agent is required by Wyoming statute and the Secretary of State of Wyoming. The role of the registered agent is to receive legal papers (called service of process) and government notices on behalf of the Trust/Trust Company. This is for official mail only and is not for general mail service.

□

OUTPOST PROVISIONING LLC shall provide Registered Agent/Office service

NOTES:__________________________________________________________________________________________________________________________

Wyoming LLC SECTION 8 – Organizer Contact Information Organizer Name:



Trust named in Section 2a.

SECTION 9 - LLC Details LLC Name



This shall be a close LLC

Office Use

First Choice.__________________________________________________________________________ Second Choice._______________________________________________________________________ ____________________________________________________________________________________________________

CLOSE LLC’s “A Wyoming Business Advantage”

The Close LLC was created by an act of the Wyoming legislature especially for small LLC's which have a small number of Members, usually having ties to one another through family relationships or friends and business partners. Close LLC's are special classes of regular business limited liability companies electing to operate in a more informal manner likened to partnerships. Regular business LLC's must conduct member and director meetings and provide members with written proposals for any major action to be voted on in the annual meetings. Family LLC's usually do not hold annual meetings because the family regularly makes decisions around the breakfast table or wherever. A board of directors also is not required, so there is much less paperwork required for ongoing operations. The Wyoming Close LLC Law allows small LLC's to forego many traditional corporate formalities.

Advantages

    

Limited liability — the law says members don’t have personal liability, even though they relax corporate formalities in operations. Ease of operation — operates without pomp and circumstance required in regular LLC's where a large number of members must receive information and vote. Cost of operation — relaxed corporate governance means lower legal, accounting and administrative fees for lower total cost of operation. Deadlock prevention — provides access to the court when members are deadlocked and harm could befall the LLC through lack of action. Buy-out provisions — members may buy out a deceased member’s interest according to member agreements.

Disadvantages Generally we regard the “Close LLC” as a highly advantageous and flexible vehicle for small and medium business. a possible disadvantage might be limited ownership transfer–share transfer is prohibited except in stated circumstances. Tax Implications Close LLC's are taxed the same as regular business LLC's or corporations unless it opts for “S” tax treatment. See IRS Publication 542 and the instructions for Form 2553.

SECTION 10 - LLC OWNERSHIP – Percentages Up to 100% 1. Member Name: (ADD-ON TRUST):______________________________________________

Ownership % 100

SECTION 11 - LLC MANAGEMENT



LLC Shall be Managed by Managers named here.

1. ____________________________________________________________________________ SSN:__________________________________ (OR EIN if managed by entity)_______________________ Address:______________________________________________________________________________ City:___________________________________________________ State:___________ Zip:_________ Telephone:_________________________________ Mobile Phone:____________________________ Fax:_______________________________________ Email:_____________________________________ 2. ______________________________________________________________________________ SSN:__________________________________ (OR EIN if managed by entity)_______________________ Address:______________________________________________________________________________ City:__________________________________________________ State:___________ Zip:_________ Telephone:_________________________________ Mobile Phone:____________________________ Fax:_______________________________________ Email:_____________________________________

SECTION 12 - Federal Tax ID Number Service With this service, we will obtain for your company the Federal Tax ID Number (also called Federal Employer Identification Number) that is required to open a business bank account. This service will save you time since we prepare and submit the necessary form directly to the Internal Revenue Service.



Obtain Federal Tax ID Number



Federal Tax ID Number Service Not Requested

SECTION 13 - Registered Agent Service



Registered Agent Service by OUTPOST PROVISIONING LLC

The role of the registered agent is to receive legal papers (called service of process) and government notices on behalf of the LLC. Registered agent service can be provided by the Organizer if they have a physical address in the State of formation, otherwise there is an annual fee for registered agent service.

SECTION 14 - Billing Detail The Billing Address for the credit card used to purchase the products and services herein shall be the address in Section 1

Name as it appears on the credit card._______________________________________________

Or

City____________________________ State ____________________ Zip_________________



Billing Address shall be this address.

_____________________________________________________________________________ address

Country___________________________ Other______________________________________ Phone._______________________________ Fax.__________________________________ Email._______________________________________________________________

SECTION 15. Shipping Detail The Shipping Address shall be the address in Section

□

1

OR

□

The Shipping Address shall be as follows:

Name._______________________________________________________________________________________________________ ________________________________________________________ City:____________________ State:_______________ Zip:_________ address Phone._______________________________ Fax.________________________ Mobile.____________________ Other.________________ Email._____________________________________________________________

SECTION 16. Purchase Confirmation NOTICE: All sales are final, because our services include State filing fees and personalized documents, No Refunds Are Offered. The Purchase you are making which appears on the accompanying Wyoming Wealthcare Trust Intake Information –Order Form constitutes your acceptance of the Agreements which follow and shall be deemed to have been agreed by you upon completion of your purchase hereafter and include: (1) your agreement to maintain confidentiality and limitations on disclosure which shall only be to persons with a need to know which is hereby defined as immediate family, retained attorney or engaged accounting person; and (2) your agreement that your purchase is a purchase of a Single-Use license of the unique proprietary work papers, documents and instruments of OUTPOST PROVISIONING LLC of which copying for re-use or resale is strictly prohibited and in connection with and any attempt to utilize said unique work papers, documents and instruments of OUTPOST PROVISIONING LLC for multiple use and/or resale, shall constitute breach of this Single Use purchase agreement and theft and conversion of OUTPOST PROVISIONING LLC assets which shall be actionable; and (3) your agreement with the Disclaimer and General Terms of Business Agreement which appears on the accompanying Wyoming Wealthcare Trust Intake Information –Order Form which is incorporated herein by reference and is published on the website at www.outpostprovisioning.com and available on request.

By_____________________________________________________________ DATED:____________ Signature

_____________________________________________________________ Print name

NOTE: please make a check payable to the trust name (Section 2 a.) in the amount of $300.00 and write the check number in this space____________ (the check will be used later for the opening deposit to the trust bank account) AND $150.00 will be transferred to open the LLC bank account. * Our pricing does not include annual renewal fees, annual reports, publication of newspaper notices, tax returns or any other post-LLC formation requirements and fees that may be required. ** Delivery. Delivery of your order is typically 15 business days following receipt of payment, subject to timely flow of information from responsible parties, the Secretary of State and Internal Revenue Service.

Fax to, 888.501.6101 or email to [email protected]