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Learn how the Wealthy stay wealthy for Generations . . . . with Trusts!
Ann LeFlore – On
Trusts ©
How to Create and Operate a Revocable and/or
Irrevocable Trust
eBay:
Revocable and Irrevocable Trusts, Banking, Stocks/Bonds,
Deeds, Transfers, POAs, Meetings/Minutes, Checkbook Ledger, Final Will, and
much more.
Instructions for Templates and Instructions to
Operate in Trust for Everything, with Examples included.
Written and Edited by Ann LeFlore ©
Cover by Floyd Pleasant Tarvin IV ©
© 2023 Ann LeFlore © & Floyd Pleasant Tarvin IV ©
The Fearless Floyd Show ©
Houston, Texas U.S.A.
© 2023 The Fearless Floyd Show ©
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ISBN-_____________________
FOREWORD
I have been blessed,
fortunate, and honored to have worked with Ann LeFlore since September 2022, in
educating as many individuals willing to learn as Possible. Her tenacity, depth
of research, and product are testaments to Ann’s dedication towards her fellow
wo/man in everything she focuses on. The backbone and brain behind the COVID-19
Counter-Offensive, Bonds for the Win, encompassing grieved mothers mostly, Protecting
their children from the lunacy of terms, conditions, and mandates school
children faced in lieu of a “public education” – potentially crippling, or even
deadly.
While Michelle Klann was the face and spokeswoman, Ann was behind the scenes cranking out strategies, processes, remedies, and more. In this interim, Ann and I have had a blast meeting all the new individuals on this journey, and new adventures await us both. Ann has been appointed the Director of Humanitarian Projects for the South Pacific, for a private worldwide
Humanitarian
Foundation. While I doubt this is a “swan song” by any means, I’m sure that Ann
will continue to write, educate and leave the World a better place than when we
got here.
Ann is currently focused on fraudulent Real Estate transactions in the States. Her research has uncovered thousands of instances of fraud in the Real Estate transactions she has investigated. Her Telegram Group is: Stop Foreclosures. Here is your one-stop to Create, Operate, get an EIN, Open a Bank Account, and begin to operate “in Trust” and utilize the Trust to operate and benefit therefrom – it’s all here in this one book – Revocable and Irrevocable Trusts.
“Fearless” Floyd Pleasant Tarvin IV ©
July 2, 2023
DEDICATION
This book is dedicated to all the wonderful
people I have met along this journey to find our freedom, truth, and happiness
in this beautiful place we call our home. You have all inspired me in more ways
than you can ever imagine. You are all the true hearts and souls of this
wonderful world we live in. Never forget who you are and why we are here.
As we all move through our lives know that each one of you has touched my life with joy and happiness. When we all started this journey we never imagined that our lives would take such a change. That we would be out there fighting for our freedom, life, love, and happiness. We are all true warriors of the light that we shine on this world we live in.
Who knows where our next great adventures will take us on this journey to trust and freedom? Just know that we are all here to make this world a better place. We are here to live in love and happiness.
I’d like to thank
Michelle Klann for believing in me and following my dream to free our children
from the horrors of the mask. All the great Mama Bears stood up and fought
against these school boards to free their cubs from wearing masks and allowing
them to breathe fresh air once again. Floyd, it has been an amazing adventure.
Boy, we have had some good laughs and spread so much truth to the masses. You
are one amazing person that has overcome so much and can still sit there and
laugh and joke about it all.
To all the others
Mitch, Kelly, Gaston, John, James, Liquor, and many who I have not named here
thank you for believing in me. You all have trusted me with your lives and
fighting this injustice we are all facing today. You have won and become
victorious and are now standing there helping others to break free from the
grips of all of this. You all are amazing people and have touched my life more
than you know. We will all meet again when the time is right. Until then keep
fighting and keep shining your bright lights for all to see.
Ann LeFlore ©
TABLE OF CONTENTS
PART 1: REVOCABLE LIVING TRUST .....................................................
12
Revocable Living Trust Documents Instructions
........................................ 13
JOHN DOE REVOCABLE TRUST AGREEMENT .....................................
14
Revocable Living Trust Example 2
............................................................. 24
THE JOHN DOE REVOCABLE LIVING TRUST
........................................ 25
EXHIBIT “A”
................................................................................................
46
DECLARATION OF TRUST .......................................................................
52
ASSIGNMENT OF PERSONAL PROPERTY
............................................ 53
SUMMARY OF ESTATE PLANNING PROVISIONS
................................. 54
Revocable Living Trust Example 3
............................................................. 61
TRUST NAME REVOCABLE LIVING TRUST
........................................... 62
Schedule A Instructions
.............................................................................
77
SCHEDULE A ............................................................................................
78
Schedule B Instructions
.............................................................................
79
SCHEDULE B.............................................................................................
80
Beneficiary Schedule Instructions
.............................................................. 81
BENEFICIARIES SCHEDULE
.................................................................... 82
Trust Minutes Instructions
........................................................................... 83
TRUST MINUTES JOHN DOE REVOCABLE LIVING TRUST
................... 84
TRUST MINUTES JOHN DOE REVOCABLE
LIVING TRUST EXAMPLE 2 ………………………………………………..….
85
Checkbook Ledger Instructions
.................................................................... 88
CHECKBOOK LEDGER JOHN DOE REVOCABLE LIVING
TRUST........... 89
Trustee or Co-Trustee Appointment Letter
Instructions ............................... 90
TRUSTEE OR CO-TRUSTEE APPOINTMENT LETTER
............................ 91
Trustee Affidavit of Acceptance
Instructions................................................. 92
TRUSTEE AFFIDAVIT OF ACCEPTANCE
................................................. 93
Trustee Assignment Schedule Instructions
................................................. 95
TRUSTEE ASSIGNMENT SCHEDULE
...................................................... 96
Hold Harmless and Indemnity Agreement
Instructions ............................... 97
HOLD HARMLESS AND INDEMNITY
AGREEMENT................................. 98
PART 2: BANKING ...................................................................................
100
Certification of Trust Instructions
.............................................................. 102
CERTIFICATION OF TRUST
................................................................... 103
CERTIFICATION OF REVOCABLE LIVING TRUST
EXAMPLE 2 .......... 107
Trustee Appointment Letter
Instructions................................................... 110
TRUSTEE APPOINTMENT LETTER
....................................................... 111
Appointment Successor Trustee Instructions
........................................... 112
APPOINTMENT SUCCESSOR TRUSTEE ..............................................
113
Trustee Affidavit Instructions.....................................................................
115
TRUSTEE AFFIDAVIT .............................................................................
116
PART 3: TRANSFER FUNDS TO THE TRUST ...................................... 119
Assignment of Bank Account Instructions
................................................ 120
ASSIGNMENT OF BANK ACCOUNT.......................................................
121
Employer’s Change of Wage Transfer
Instructions .................................. 124
EMPLOYER’S CHANGE OF WAGE TRANSFER
.................................... 125
Social Security Change of Accounts
Instructions ..................................... 128
SOCIAL SECURITY CHANGE OF ACCOUNT
........................................ 129
Retirement Change of Accounts Instructions
........................................... 132
RETIREMENT CHANGE OF ACCOUNT
................................................. 133
Exercising the First Right of Appropriation
Instructions ............................ 136
EXERCISING THE RIGHT OF APPROPRIATION
................................... 137
Notice of Assignment and Instructions of
Payment Instructions ............... 140
NOTICE OF ASSIGNMENT INSTRUCTIONS FOR
PAYMENT................ 141
Assignment of Wages Instructions
............................................................ 143
ASSIGNMENT OF WAGES
...................................................................... 144
Trust Funding Letter Instructions ..............................................................
146
TRUST FUNDING LETTER.......................................................................
147
Memo to Banks & Credit Unions Re-titling
Personal
Cash Accounts into Living Trust Instructions ............................................
149
MEMO TO BANKS & CREDIT UNIONS RE-TITLING
PERSONAL CASH ACCOUNT INTO REVOCABLE LIVING
TRUST ...... 150
Change Account Title to Grantor Revocable
Living Trust Instructions ..... 155
CHANGE ACCOUNT TITLE TO A GRANTOR
REVOCABLE LIVING TRUST ..................................................................
156
PART 4: INTERESTS, RECORD ACT, & BONDS ...................................
158
Capital Interest Shares Certificate
Instructions ......................................... 159
CAPITAL–INTEREST SHARES CERTIFICATE
....................................... 160
Beneficial Interest Share Certificate
Instructions ....................................... 162
BENEFICIAL INTEREST SHARE CERTIFICATE .....................................
163
Trust Record Act Instructions
.................................................................... 165
TRUST RECORD ACT
..............................................................................
166
Bond Instructions........................................................................................
167
BOND
........................................................................................................
168
Indemnity Bond Authorized Representative
Instructions .......................... 170
INDEMNITY BOND AUTHORIZED REPRESENTATIVE
......................... 171
Non-Recourse, Non-Negotiable Promissory Note Instructions
................. 173
NON-RECOURSE, NON-NEGOTIABLE PROMISSORY NOTE
.............. 174
PART 5: TRUST LETTER ........................................................................
176
Notice of Trust Meeting Instructions
.......................................................... 177
NOTICE OF TRUST MEETING
................................................................. 178
Authorized Representative Contract Instruction
........................................ 179
AUTHORIZED REPRESENTATIVE CONTRACT
..................................... 180
Letter of Introduction Authorized
Representative Instructions ................... 185
LETTER OF INTRODUCTION AUTHORIZED
REPRESENTATIVE ......... 186
LETTER OF INTRODUCTION AUTHORIZED
REPRESENTATIVE
EXAMPLE 2.....………………………………………………….......................
188
Limited Power of Attorney Instructions
....................................................... 190
LIMITED POWER OF ATTORNEY
............................................................. 191
Certificate of Power of Attorney Instructions
............................................... 193
CERTIFICATE OF POWER OF ATTORNEY
............................................. 194
Revocation of Power of Attorney Instructions
............................................. 196
REVOCATION OF POWER OF ATTORNEY .............................................
197
Non-Disclosure and Non-Circumvention Agreement
Instructions .............. 198
NON-DISCLOSURE AND NON-CIRCUMVENTION
AGREEMENT........... 199
Independent Contractor Agreement
Instructions......................................... 201
INDEPENDENT CONTRACTOR AGREEMENT.........................................
202
Acknowledgment of Modification Terms
Instructions .................................. 204
ACKNOWLEDGEMENT OF MODIFIED TERMS........................................
205
Notice of Rescission Instructions
................................................................ 206
NOTICE OF RESCISSION .........................................................................
207
Right of Rescission Instructions
.................................................................. 209
RIGHT OF RESCISSION
............................................................................
210
Trust Management Agreement Instructions
................................................ 211
TRUST MANAGEMENT AGREEMENT ......................................................
212
Resignation of Trustee Instructions
............................................................. 216
RESIGNATION OF
TRUSTEE.....................................................................
217
Acceptance As Trustee Of Nomination Successor
Trustee ........................ 219
ACCEPTANCE AS TRUSTEE OF NOMINATED
SUCCESSOR TRUSTEE ……………………………………………………… 220
Breach of Contract Notice Instructions
........................................................ 222
BREACH OF CONTRACT NOTICE.............................................................
223
Bad Check Notice Instructions
.................................................................... 224
BAD CHECK NOTICE .................................................................................
225
Cancellation of Stop-Payment Order
Instructions ....................................... 226
CANCELLATION OF STOP-PAYMENT ORDER
....................................... 227
Dishonored Check Placed for Bank Collections
Instructions ...................... 228
DISHONORED CHECK WAS PLACED FOR BANK
COLLECTION .......... 229
Notice to Stop Credit Charge
Instructions.................................................... 230
NOTICE TO STOP CREDIT CHARGE .......................................................
231
Stop Payment Order
Instructions.................................................................
232
STOP PAYMENT ORDER ..........................................................................
233
PART 6: SALES, LENDING & BORROWING
AGREEMENT .................... 234
Lease With Option to Buy Instructions
........................................................ 235
LEASE WITH OPTION TO BUY .................................................................
236
Bill of Sale Purchase Agreement Instructions
............................................. 239
BILL OF SALE PURCHASE AGREEMENT ................................................
240
Trust Assets Sales Agreement Instructions
................................................ 241
TRUST ASSETS SALES AGREEMENT ....................................................
242
Bailment Agreement Vehicle Instructions
................................................... 247
BAILMENT AGREEMENT VEHICLE ..........................................................
248
Bailment Agreement Property Instructions
.................................................. 250
BAILMENT AGREEMENT PROPERTY
...................................................... 251
PART 7: DURABLE POWER OF ATTORNEY............................................
253
Durable Power of Attorney
Instructions....................................................... 254
DURABLE POWER OF ATTORNEY..........................................................
255
PART 8: DEEDS ........................................................................................
264
Deed of Trust Instructions
.......................................................................... 265
DEED OF TRUST
.......................................................................................
266
Property Warranty Deed Instructions
.......................................................... 271
PROPERTY WARRANTY DEED ................................................................
272
Quit Claim Deed – Instructions
................................................................... 275
QUIT-CLAIM DEED
....................................................................................
276
Bill of Sale Instructions
...............................................................................
279
BILL OF SALE
............................................................................................
280
Deed of Gift Instructions
.............................................................................
282
DEED OF GIFT ...........................................................................................
283
PART 9: TRUST AMENDMENTS ...............................................................
287
Trust Amendments Instructions
.................................................................. 288
TRUST AMENDMENTS .............................................................................
289
THIRD AMENDMENT TO THE JOHN DOE REVOCABLE
LIVING TRUST …………………………………………………………………. 291
PART 10: FINAL WILL ................................................................................
293
Last Will and Testament Instructions
.......................................................... 294
LAST WILL AND TESTAMENT ..................................................................
295
Estate Final Inventory Instructions
.............................................................. 301
ESTATE FINAL INVENTORY .....................................................................
302
PART 11: IRREVOCABLE TRUSTS ..........................................................
306
Irrevocable Trust Example 1 Instructions
.................................................... 307
IRREVOCABLE LIVING TRUST AGREEMENT EXAMPLE 1
.................... 308
NAME IRREVOCABLE TRUST ..................................................................
309
IRREVOCABLE TRUST EXAMPLE
2.......................................................... 318
This Private Contract and Declaration of Trust
........................................... 319
STANDARD TRUST AGREEMENT EXAMPLE 1
....................................... 331
ACCEPTANCE OF THE TRUST BY THE TRUSTEE ….............................
339
RELINQUISHMENT OF AUTHORITY ........................................................
340
SCHEDULE “A”
...........................................................................................
341
SCHEDULE “B”
...........................................................................................
342
SCHEDULE “C” ...........................................................................................
343
UNITS OF BENEFICIAL INTEREST ...........................................................
344
REGISTRY OF TRUST CERTIFICATES & ADDENDUM
TO MINUTES OF INITIAL MEETING OF TRUST NAME
TRUST .............. 346
DEED OF TRANSFER ................................................................................
347
PROTECTORS AGREEMENT ...................................................................
348
TRUST MINUTES
.......................................................................................
349
TRUST ABSTRACT.....................................................................................
351
MEMORANDUM OF IRREVOCABLE TRUST MINUTE..............................
352
BANKING RESOLUTION MINUTE
............................................................. 355
EXECUTIVE MANAGER’S AGREEMENT MINUTE
................................... 357
TRUST CERTIFICATION MINUTE
............................................................. 359
ADDENDUM TO SCHEDULE “A” PERSONAL PROPERTY
...................... 361
ABOUT THE AUTHOR
Ann LeFlore © Guest Host, Co-Producer. Author, Writer, Speaker,
Educator, and Researcher. Ann is an multi-published author of Data Recovery HDD
Manuals for various Hard Drive Manufacturers. The backbone researcher for the "Bonds
for the Win" movement, now targeting Real Estate fraud. An avid researcher,
educator and as always, an "Island Girl".
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101 Trust Class – Revocable Living Trust
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