434 Blossom Hill Rd, San Jose CA 95123

Office: 408.766.3532 | Direct: 408.490.1725

Reg: LDA268 Exp: 3/17/2027 | Santa Clara County

Email: info@trupointlegal.com

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Section 1 - Trust Status

This tells us whether you are creating a brand-new trust or updating one you already have. If you already signed a trust and want to make changes, select

'Amendment' (small changes) or 'Restatement' (major rewrite). 'Revoke' means you want to cancel an existing trust entirely.

What are you requesting?

New TrustAmendmentRestatementRevoke Existing Trust

Trust Name Request:

Please list the trust name you would like to use

Trust Name:

Name of Successor Trustee:

You may add more than 1 successor trustee if the primary successor unable to serve.

Is the existing trust fully funded?

Funded' means your assets (home, bank accounts, etc.) were re-titled into the trust's name. If you are not sure, select 'Not Sure' — we will help you figure it out

YesNoNot Sure

Describe Requested Changes:

In your own words, tell us what you want changed — add a beneficiary, change your trustee, update property, etc.

Section 2 - Trust Type Selection

The type of trust determines how your assets are managed during your life and distributed after death. A Revocable Living Trust lets you keep full

control and change it anytime. A Joint Trust is for married couples or domestic partners who want to manage assets together. An Individual Trust is for

one person. A Dynasty Trust passes wealth across multiple generations. A Lifetime Asset Protection Trust shields assets from creditors and lawsuits.

An Irrevocable Trust cannot be changed once signed — but offers stronger protection.

Trust Type?

Joint Revocable Living TrustIndividual Revocable Living TrustDynasty TrustLifetime Asset Protection TrustIrrevocable Trust

If Joint Trust - What happens when first spouse/partner passes away?

Survivor Controls AllSplit TrustPartial IrrevocableImmediate Dist. to Children

Section 3 - Client Information

We need your full legal name exactly as it appears on your government-issued ID. Spelling and name order matter — the trust will be drafted using this

exact name.

Marital Status?

California is a community property state, so marital status directly affects how assets are owned and divided

Date of Marriage(if applicable):

Client #1

Full Legal Name:

Date of Birth:

SSN (Last 4):

Address:

Telephone:

Email:

Occupation/Employer:

Client #2

Full Legal Name:

Date of Birth:

SSN (Last 4):

Address:

Telephone:

Email:

Occupation/Employer:

Section 5 - Children & Family Information

List all of your children — biological, adopted, and stepchildren you wish to include. The special-needs and risk questions help us decide if a child needs a

protective sub-trust. For example, if a child receives SSI or Medi-Cal, an outright inheritance could disqualify them from benefits — a Special Needs Trust

solves this. Addiction or creditor concerns may mean a 'spendthrift' trust is appropriate.

Child #1

Full Legal Name:

Date of Birth:

SSI/Medi-Cal?

YesNo

Address:

Special Needs?

YesNo

Addictions Concerns?

YesNo

Creator/Divorce Risk

YesNo

Child #2

Full Legal Name:

Date of Birth:

Address:

Special Needs?

YesNo

SSI/Medi-Cal?

YesNo

Addictions Concerns?

YesNo

Creator/Divorce Risk

YesNo

Child #3

Full Legal Name:

Date of Birth:

Address:

Special Needs?

YesNo

SSI/Medi-Cal?

YesNo

Addictions Concerns?

YesNo

Creator/Divorce Risk

YesNo

Child #4

Full Legal Name:

Date of Birth:

Address:

Special Needs?

YesNo

SSI/Medi-Cal?

YesNo

Addictions Concerns?

YesNo

Creator/Divorce Risk

YesNo

Guardianship For Minor Children

If both parents pass away, who should raise your minor children? The 'Primary Guardian' is your first choice; the 'Alternate' steps in if the primary cannot serve. A stipend is a monthly payment from the trust to help the guardian cover expenses.

Primary Guardian:

Alternate Guardian:

Provide Stipend to Guardian?

YesNo

Stipend Amount(monthly):

Section 6 - Distribution & Bequest Structure

This is where you decide who gets what and how they receive it. 'Outright' means they get it all at once with no restrictions. 'In Trust' means the inheritance stays in a protected trust managed by a trustee. 'Per Stirpes' means if a beneficiary dies before you, their share passes to their children. 'Age Distribution' means the beneficiary must reach a certain age before receiving funds. All primary beneficiary percentages must add up to 100%.

Beneficiary #1

Full Legal Name:

Relationship:

% Share:

Outright:

In Trust:

Per Stirpes:

Age Dist.:

Beneficiary #2:

Full Legal Name:

Relationship:

% Share:

Outright:

In Trust:

Per Stirpes:

Age Dist. :

Beneficiary #3

Full Legal Name:

Relationship:

% Share:

Outright:

In Trust:

Per Stirpes:

Age Dist. :

Beneficiary #4:

Full Legal Name:

Relationship:

% Share:

Outright:

In Trust:

Per Stirpes:

Age Dist. :

Beneficiary #5

Full Legal Name:

Relationship:

% Share:

Outright:

In Trust:

Per Stirpes:

Age Dist. :

Beneficiary #6

Full Legal Name:

Relationship:

% Share:

Outright:

In Trust:

Per Stirpes:

Age Dist. :

Beneficiary #7

Full Legal Name:

Relationship:

% Share:

Outright:

In Trust:

Per Stirpes:

Age Dist. :

Beneficiary #8

Full Legal Name:

Relationship:

% Share:

Outright:

In Trust:

Per Stirpes:

Age Dist. :

If a beneficiary predeceases you:

Per StirpesSurviving BeneficiariesOther (specify below)

Minimum Survival Requirement:

The beneficiary must survive you by this many days to inherit. This prevents assets from passing through a beneficiary's estate if you die close in time
(e.g., same accident).

30 days60 days90 days120 days

Specific Bequests

A specific bequest is a particular item or dollar amount you want to leave to a specific person or organization. Examples: 'My wedding ring to my daughter, '$10,000 to my church,' 'My classic car to my nephew.'

Assets:

To:

Condition:

Asset:

To:

Condition:

Asset:

To:

Condition:

Section 7 - Instructions

YOUR WORDS MATTER. This section is for you to describe — in your own words — exactly how you want your estate distributed. You may also describe any assets or accounts you want to bypass the trust (pass directly to a beneficiary outside the trust, such as through a beneficiary designation on a life insurance policy, retirement account, or payable-on-death bank account). Write as much or as little as you need. Use additional pages if necessary. Your narrative will guide TruPoint in drafting provisions that match your true intent.

A. How do you want your assets distributed? (Describe percentages, conditions, timing, or special wishes.)

Example: 'I want everything split equally among my three children, but my son should receive his share in a trust managed by my sister until he turns 30
because he is not financially responsible yet.' Be as detailed as you like.

B. Are there any assets you want to BYPASS the trust? If so, describe them and who should receive them directly.

C. Do you have any special conditions, restrictions, or wishes not covered elsewhere in this questionnaire?

Use this space to explain anything unique — family dynamics, reasons behind your decisions, messages to your trustee, concerns about a particular
beneficiary, charitable goals, instructions about a family business, etc.

Section 9 - Pour Over Will

A Pour Over Will acts as a 'safety net.' Any asset you forgot to transfer into your trust during your lifetime is automatically 'poured over' into the trust at

death. It also names an Executor — the person responsible for managing the probate process for any assets that were not in the trust. 'Waive Bond'

means the Executor does not need to purchase a surety bond, which saves money.

Primary Executor:

Alternate Executor #1:

Alternate Executor #2:

Waive Bond?

A bond is an insurance policy that protects beneficiaries if the Executor mishandles funds. Most families waive the bond to save cost when they trust their
Executor.

YesNo

Section 10 - Business Interests

If you own a business, it may need to be transferred into your trust to avoid probate. List every business entity you own, even partially. 'Entity Type' is the legal structure — LLC, Corporation, Partnership, or Sole Proprietorship. The 'Entity Number' is the number assigned by the Secretary of State when the business was formed.

Business #1

Business Name:

Entity Type:

LLCCorporationPartnershipSole Propietor

State of Reg. :

Entity Number:

% Owned:

Transferring the business into the trust means the trust (not you personally) owns it. This avoids probate but may have tax or operating implications.

Transfer to Trust?

YesNo

Business #2

Business Name:

Entity Type:

LLCCorporationPartnershipSole Proprietor

State of Reg. :

Entity Number:

% Owned:

Transferring the business into the trust means the trust (not you personally) owns it. This avoids probate but may have tax or operating implications.

Transfer to Trust?

YesNo

Business #3

Business Name:

Entity Type:

LLCCorporationPartnershipSole Proprietor

State of Reg. :

Entity Number:

% Owned:

Transferring the business into the trust means the trust (not you personally) owns it. This avoids probate but may have tax or operating implications.

Transfer to Trust?

YesNo

Business #4

Business Name:

Entity Type:

LLCCorporationPartnershipSole Proprietor

State of Reg. :

Entity Number:

% Owned:

Transferring the business into the trust means the trust (not you personally) owns it. This avoids probate but may have tax or operating implications.

Transfer to Trust?

YesNo

Section 11 - Power of Attorney

A Power of Attorney (POA) lets someone you trust (your 'Agent') make financial and legal decisions on your behalf if you become unable to do so.

'Immediately' means the Agent can act right now (useful if you travel). 'Upon Incapacity' means the Agent can only act after a doctor certifies you cannot

make decisions. Choose the powers you want to grant.

Primary Agent:

Alternate #1:

Alternate #2:

Effective:

ImmediatelyUpon Incapacity

Grant Authority for:

Check every area where your Agent should have power to act on your behalf.

Section 12 - Advanced Health Care Directive

This document names someone to make medical decisions for you if you cannot speak for yourself (your 'Health Agent'). It also records your wishes about life support, CPR, and organ donation. These choices are deeply personal — there are no wrong answers.

Primary Health Agent:

Alternate #1:

Alternate #2:

Life Support Preference:

All Measures' = do everything possible. 'No Life Support if Terminal' = stop if doctors say recovery is impossible. 'No Artificial Nutrition' = no feeding tubes.

All MeasuresNo Life Support if TerminalNo Artificial Nutrition

CPR Preference:

Always' = attempt CPR no matter what. 'Only if Recovery Likely' = only if doctors believe CPR could lead to meaningful recovery. 'Never' = do not attempt
CPR.

AlwaysOnly if Recovery LikelyNever

Organ Donation?

YesNo

Section 13 - Burial & Final Arrangements

Recording your wishes here ensures your family knows what you want and prevents disagreements during a difficult time.

Select:

CremationBurialNo Preference

Ashes Disposition:

Cemetery Preference:

Section 14 - Asset Inventory

List everything you own. We need this to properly fund (transfer assets into) your trust. If an asset is not transferred into the trust, it may have to go through probate — which is public, slow, and expensive.

Real Estate

Include your home, rental properties, vacation homes, vacant land, etc. Use the full street address.

Property #1 Address:

Property #2 Address

Property #3 Address:

Property #4 Address:

Bank Accounts

List the bank name and account type (checking, savings, CD, money market). You do not need account numbers here

Bank #1:

Bank #2:

Bank #3:

Bank #4:

Bank #5:

Bank #6:

Brokerage Accounts:

Investment accounts at firms like Fidelity, Schwab, Vanguard, etc

Brokerage #1:

Brokerage #2:

Brokerage #3:

Brokerage #4:

Life Insurance Policies

The trust may be named as beneficiary of a life insurance policy, or it may bypass the trust entirely. List the carrier name.

Policy #1 Carrier:

Policy #2 Carrier:

Policy #3 Carrier:

Policy #4 Carrier:

Signing Witnesses

IMPORTANT: Two (2) witnesses are required at signing. Witnesses must be present when documents are executed and must NOT be beneficiaries of the trust.

Witness #1 Full Name:

Telephone:

Relationship to Client:

Witness #2 Full Name:

Telephone:

Relationship to Client:

Section 15 - Comprehensive Gun Trust & NFA Firearms Schedule

ABOUT GUN TRUSTS: A Gun Trust (also called an NFA Trust or Firearms Trust) is a special type of trust designed to legally own,

possess, and transfer firearms — especially those regulated under the National Firearms Act (NFA), such as short-barreled rifles (SBRs),

short-barreled shotguns (SBSs), suppressors (silencers), machine guns, and destructive devices. A gun trust allows multiple trustees to

legally possess NFA items without each person filing a separate ATF Form 4. It also provides a clear legal path for transferring firearms

after death, avoiding accidental felonies that can occur when heirs inherit NFA items without proper paperwork. California has

additional restrictions — not all NFA items legal under federal law are legal in California. TrustPoint will prepare the trust documents,

but clients should verify state-law compliance independently or consult a firearms attorney.

A. Gun Trust Type & Structure

Select the type of gun trust you need. A 'Standalone Gun Trust' is a separate trust just for firearms. 'Sub-Trust within Estate Plan' means your firearms section is built into your main revocable living trust as a separate schedule. 'NFA-Only Trust' is limited to NFA-regulated items only.

Select (if applicable):

Standalone Gun TrustSub-Trust within Estate PlanNFA-Only Trust

Gun Trust Name (if standalone):

Example: 'The Smith Family Firearms Trust.' If you choose sub-trust, this will be a schedule within your main trust.

Trust Name:

If 'Yes,' the firearms provisions will be integrated into your main trust. If 'No,' a separate standalone document will be prepared

Is this gun trust being created as part of your estate plan above?

YesNo

B. Gun Trust Trustees

The Trustee of the gun trust is legally authorized to possess the firearms held in trust. Every trustee must be legally eligible to possess firearms — no felony convictions, no domestic violence convictions, no restraining orders, not a prohibited person under federal or state law. For NFA items, every 'responsible person' (trustee) must submit ATF Form 23 (formerly 5320.23) with photograph and fingerprints when a new NFA item is acquired. List each proposed trustee below.

Trustee #1 Full Legal Name:

Date of Birth:

Relationship:

Legally eligible to posses firearms?

YesNo

Has valid ID with photos?

YesNo

Trustee #2 Full Legal Name:

Date of Birth:

Relationship:

Legally eligible to possess firearms?

YesNo

Has valid ID with photo?

YesNo

Trustee #3 Full Legal Name:

Date of Birth:

Relationship:

Legally eligible to possess firearms?

YesNo

Has valid ID with photo?

YesNo

Trustee #4 Full Legal Name:

Date of Birth:

Relationship:

Legally eligible to possess firearms?

YesNo

Has valid ID with photo?

YesNo

C. NON-NFA FIREARMS INVENTORY

List all standard firearms (handguns, rifles, shotguns) you want held in the trust. These are firearms that do not require NFA registration — standard pistols, revolvers, hunting rifles, and shotguns. Include make, model, caliber, and serial number for each.

Make/Manufacturer:

Model:

Caliber/Gauge

Serial Number:

Type:

Handgun, Rifle, Shotgun, Other

Make/Manufacturer:

Model:

Caliber/Gauge

Serial Number:

Type:

Handgun, Rifle, Shotgun, Other

Make/Manufacturer?

Model:

Caliber/Gauge:

Serial Number:

Type:

Handgun, Rifle, Shotgun, Other

Make/Manufacturer:

Model:

Caliber/Gauge:

Serial Number:

Type:

Handgun, Rifle, Shotgun, Other

If there are more, please list below:

D. NFA/Title II Firearms Inventory

List all NFA-regulated items. These include suppressors (silencers), short-barreled rifles (barrel under 16 inches), short-barreled shotguns (barrel under 18 inches), machine guns (fully automatic), destructive devices (grenades, large-bore weapons), and 'any other weapon' (AOW) as defined by the ATF. Each NFA item requires a $200 tax stamp and ATF Form 4 for transfer. Include the tax stamp status — 'Approved,' 'Pending,' or 'Not Yet Filed.'

Make/Model:

Serial Number:

NFA Class:

SBR, SBS, Suppressor, Machine Gun, Destructive Device, AOW

Caliber:

Tax Stamp Status:

ATF Form 4#:

Make/Model:

Serial Number:

NFA Class:

SBR, SBS, Suppressor, Machine Gun, Destructive Device, AOW

Caliber:

Tax Stamp Status:

ATF Form 4#:

Make/Model:

Serial Number:

NFA Class:

SBR, SBS, Suppressor, Machine Gun, Destructive Device, AOW

Caliber:

Tax Stamp Status:

ATF Form 4#:

Make/Model:

Serial Number:

NFA Class:

SBR, SBS, Suppressor, Machine Gun, Destructive Device, AOW

Caliber:

Tax Stamp Status:

ATF Form 4#:

If there are more, list below:

E. Gun Trust Beneficiaries

Who should receive your firearms when you pass away? Every gun trust beneficiary must be legally eligible to possess firearms. If a beneficiary is a minor, a prohibited person, or lives in a state where a particular firearm is illegal, the trustee must handle the transfer properly to avoid criminal liability. You may designate different beneficiaries for different firearms

#1 Beneficiary Name:

Relationship:

Specific Firearms(or 'All')

Eligible?

#2 Beneficiary Name:

Relationship:

Specific Firearms (or 'All')

Eligible?

#3 Beneficiary Name:

Relationship:

Specific Firearms(or 'All')

Eligible:

#4 Beneficiary Name:

Relationship:

Specific Firearms (or 'All'):

Eligible:

If there are more, please list below:

F. Firearm Transfer & Disposition Rules

These questions determine what happens to your firearms if a beneficiary cannot legally receive them. Federal law requires NFA items to be transferred through proper ATF channels — the trustee must file ATF Form 4 and wait for approval before physically transferring the item to the new owner.

If 'No,' the firearm will pass to the next eligible beneficiary or be disposed of per your instructions below.

If a beneficiary is ineligible, should the Trustee sell the firearm and distribute the proceeds?

YesNo

Should the Trustee be required to verify beneficiary eligibility (background check) before transfer?

This adds a safety layer requiring the trustee to confirm the recipient is not a prohibited person before handing over any firearm.

YesNo

If no eligible beneficiary exists, firearms should be:

Sold by Trustee (proceeds to trust)Surrendered to law enforcementDonated to licensed museum/collectorDestroyed

Should NFA items be transferred to a co-trustee or successor trust rather than an individual?

Transferring NFA items to another trust (rather than an individual) may simplify the ATF process and maintain protection.

YesNo

Do you want the trust to authorize future NFA acquisitions by trustees?

YesNo

G. California-Specific Compliance Questions

California has some of the strictest firearm laws in the country. Certain items legal under federal NFA law are prohibited in California (e.g., most suppressors, short-barreled rifles without specific permits, and all machine guns manufactured after a certain date). Answer these questions so we can draft appropriate provisions.

If you are unsure, answer 'Yes' and we will include protective language requiring the trustee to verify legality before transfer.

Do any trust firearms include items that may be restricted under California law?

YesNo

Do any beneficiaries reside outside California?

Firearms laws vary by state. A firearm legal in California may be illegal in another state (and vice versa). Interstate transfers must go through a licensed
dealer (FFL).

YesNo

Do you possess a valid California Dangerous Weapons Permit for any items?

YesNo

Are any firearms registered as California 'Assault Weapons' under Penal Code 30510-30530?

Registered assault weapons have special transfer rules — they generally cannot be transferred to another individual in California except to a licensed
dealer or out of state.

YesNo

Additional firearms notes or instructions:

H. ATF Compliance Checklist

These questions ensure every trustee meets federal requirements. Under ATF Rule 41F, every 'responsible person' of a gun trust must submit the following when an NFA item is acquired: (1) ATF Form 23, (2) two passport-style photographs, (3) fingerprint cards (FBI Form FD-258), and (4) a $200 tax payment per item. Fingerscan Digital Inc., located in the same office as TruPoint, can provide fingerprinting services.

Trustee #1:

Fingerprints on file?

YesNo

ATF Form 23 Completed?

YesNo

Passport photos ready?

YesNo

CLETS/BG check clear?

YesNo

Trustee #2:

Fingerprints on file?

YesNo

ATF Form 23 completed?

YesNo

Passport photos ready?

YesNo

CLETS/BG check clear?

YesNo

Trustee #3:

Fingerprints on file?

YesNo

ATF Form 23 completed?

YesNo

Passport photos ready?

YesNo

CLETS/BG check clear?

YesNo

Trustee #4:

Fingerprint on file?

YesNo

ATF Form 23 completed?

YesNo

Passport photos ready?

YesNo

CLETS/BG check clear?

YesNo

Section 16 - Trust Protection & Contest/Challenge Shield

These questions help us draft the strongest possible protection for your trust. Honest answers here directly shape no-contest clauses, conditional distributions, and defensive language that makes your trust harder to challenge in court

A. NO-CONTEST (IN TERROREM) CLAUSE

A no-contest clause discourages beneficiaries from challenging your trust in court. If they challenge and lose, they forfeit their inheritance (or a portion of it). This is one of the most powerful protective tools available.

If any beneficiary contests this trust, what should happen to their share?

Complete disinheritance ($1 only)Reduce share by 50%Share goes to remaining beneficiariesShare goes to charity (specify below)

Charity Name:

Should the no-contest clause also apply to challenges of the Will, POA, or AHCD?

Extending the clause to all documents means a beneficiary who challenges any part of your plan risks losing their inheritance.

YesNo

Should it cover indirect challenges (e.g., through a spouse or attorney)?

Some beneficiaries try to challenge the trust indirectly by having someone else file. This clause closes that loophole.

YesNo

B. CAPACITY & UNDUE INFLUENCE PROTECTION

These questions create a written record of your mental competency and independent decision-making at the time you sign. This evidence makes it much harder for anyone to later claim you were confused or pressured.

If yes, we may recommend a medical capacity evaluation to strengthen your trust against challenges

Are you currently under the care of a physician for cognitive or memory issues?

YesNo

Are you currently taking medications that may affect judgment or decision-making?

Are you currently taking medications that may affect judgment or
decision-making?

YesNo

Has anyone pressured, threatened, or coerced you regarding this estate plan?

If someone is forcing you to sign, you are under no obligation to proceed. Your safety comes first.

YesNo

Do you wish to obtain an independent medical capacity evaluation at signing?

A doctor's letter confirming your competency at the time of signing is strong evidence against future challenges

YesNo

Do you wish to have a video recording made of the signing ceremony?

Video evidence showing you are alert, aware, and making your own decisions is powerful protection

YesNo

C. CONDITIONAL & INCENTIVE-BASED DISTRIBUTIONS

You can require beneficiaries to meet certain conditions before they receive their inheritance. This is common when parents want to encourage responsible behavior or protect against substance abuse.

Should any beneficiary's inheritance be conditional on:

Maintaining employmentRemaining drug/alcohol freeReaching a specific ageNot having a felony convictionCompleting higher educationNot filing for divorce within ___ yearsPassing a drug test before distributionCompleting financial literacy course

Should distributions be staggered by age (e.g., 1/3 at 25, 1/3 at 30, 1/3 at 35)?

Staggered distributions prevent a young beneficiary from receiving a large sum all at once

YesNo

If yes, specify ages and percentages:

D. INTENTIONAL DISINHERITANCE & EXCLUSION CLAUSES

Under California Probate Code, a child you accidentally leave out of your trust can claim they were 'unintentionally omitted' and demand a share. Explicit

disinheritance language prevents this.

Are you intentionally disinheriting any child or heir?

YesNo

Name(s) of disinherited person(s):

Reason for disinheritance:

Estrangement / no contactBeneficiary is financially secureSubstance abuse / destructive behaviorPrior gifts already givenPersonal choice — no reason requiredOther (specify below)

Other:

Do you have children from a prior relationship not named in this trust?

YesNo

Include statement that any unnamed children are intentionally omitted?

YesNo

Should a disinherited person receive a nominal $1 bequest to prevent omitted-heir claims?

A $1 bequest proves you remembered them and chose to exclude them — it is not an oversight

YesNo

E. SPENDTHRIFT & ASSET PROTECTION PROVISIONS

Should the trust include spendthrift provisions for all beneficiaries?

A spendthrift clause prevents a beneficiary's creditors, lawsuit judgments, or divorcing spouse from reaching the inherited assets while they remain in
trust.

YesNo

Specific beneficiaries:

Do any beneficiaries have current or pending lawsuits, judgments, or liens?

YesNo

Do any beneficiaries have current or anticipated divorce proceedings?

YesNo

Should inherited assets remain separate property (not commingled with spouse)?

YesNo

Do you want a mandatory prenuptial agreement clause before inheritance is released?

YesNo

F. TRUSTEE POWERS & DISPUTE RESOLUTION

Should the Trustee have sole and absolute discretion over all distributions?

Strengthening Trustee authority and requiring mediation or arbitration reduces the cost and emotional damage of disputes.

YesNo

Should the Trustee be authorized to delay distribution if a contest is filed?

YesNo

Should the trust require mandatory mediation before any legal action?

YesNo

Should the trust require binding arbitration instead of court litigation?

YesNo

If a beneficiary files a lawsuit against the trust, who pays legal fees?

Challenger pays own feesLoser pays all feesTrust pays all feesDeduct from challenger's share

Should a Trust Protector be appointed with power to modify trust terms?

A Trust Protector is a neutral third party who can make changes if laws change or unforeseen circumstances arise

YesNo

G. SPECIAL NEEDS & GOVERNMENT BENEFITS PRESERVATION

Should a Special Needs sub-trust be automatically created for any disabled beneficiary?

If a beneficiary receives SSI, Medi-Cal, or IHSS, a direct inheritance can disqualify them from those benefits. A Special Needs Trust (SNT) holds the
inheritance separately so it supplements — but never replaces — government benefits.

YesNo

Should the SNT be solely supplemental (cannot replace government benefits)?

YesNo

Upon the disabled beneficiary's death, should remaining SNT funds go to other heirs?

YesNo

Remainder beneficiary name(s):

H. FAMILY DYNAMICS & CONTEST RISK ASSESSMENT

Honest answers here help us identify who might challenge your trust and build preemptive protective language.

Has any family member previously threatened to contest a will or trust?

YesNo

Are any beneficiaries currently not speaking to you or to each other?

YesNo

Has any heir expressed disagreement with how you plan to distribute your estate?

YesNo

Are any children married to someone you believe may influence a contest?

YesNo

Do you anticipate claims from a former spouse, ex-partner, or stepchildren?

YesNo

Have you made any large lifetime gifts that could cause perceived unfairness?

YesNo

If yes to any above, describe:

I. DIGITAL ASSETS & NON-TRADITIONAL PROPERTY

Digital assets include cryptocurrency, NFTs, online businesses, domain names, and intellectual property. Without clear instructions, these assets can be lost forever because no one knows how to access them.

If yes, list type and approximate value on the line below.

Do you own cryptocurrency, NFTs, or other blockchain-based assets?

YesNo

Do you have online businesses, domain names, or intellectual property?

YesNo

Have you stored digital asset passwords/keys in a secure location known to your Trustee?

This is critical — if no one can access the wallet, the assets are permanently lost

YesNo

Do you want a Digital Asset Trustee separate from the primary Trustee?

A tech-savvy person may be better suited to manage crypto and digital accounts.

YesNo

Digital Asset Trustee Name:

J. CHARITABLE & TAX PROTECTION PROVISIONS

Do you wish to include any charitable bequests?

Charitable bequests can fulfill philanthropic goals and also serve as a contest deterrent.

YesNo

Charity name and amount/percentage:

Should forfeited shares (from contests) be redirected to charity instead of other heirs?

YesNo

If yes, which charity:

Do you wish to establish a Charitable Remainder Trust for tax benefits?

A CRT pays you income during your life, then the remainder goes to charity — with significant tax advantages.

YesNo

Are you interested in a Family Foundation or Donor-Advised Fund?

YesNo

K. CATASTROPHIC EVENT & SIMULTANEOUS DEATH PLANNING

If both Trustors die simultaneously, assets should go to:

If both spouses/partners die in the same event (car accident, natural disaster), these provisions ensure your assets go where you want them instead of
into chaos.

Children equallyCharity (specify below)Named contingent beneficiariesPer trust terms already stated

Charity:

If ALL named beneficiaries predecease you, should assets go to a specific charity?

YesNo

Charity Name:

Do you want a 'common disaster' clause (e.g., 120-hour survival requirement)?

This prevents assets from passing to someone who dies shortly after you in the same event.

YesNo

NOTICE TO CONSUMER

As required by California law. Please read each statement below and confirm you have read and understand it. If you have questions about any statement, contact our office before continuing.

I have read and understand that TruPoint Legal LLC is not an attorney

Yes

I have read and understand TruPoint Legal LLC cannot represent you in court

Yes

I have read and understand TruPoint Legal LLC cannot advise you about your legal rights or the law

Yes

I have read and understand TruPoint Legal LLC cannot select legal forms for you

Yes

By typing my full legal name below, I confirm that I have read and understand each statement above, and that this notice was provided to me before I signed any documents. This typed name is my electronic signature.

LDA CONTRACT FOR SELF-HELP SERVICES

For which beneficiaries do you want enhanced asset protection?

All beneficiaries equallyOnly specific beneficiaries (list below)Only minor childrenNone — outright distribution

This is a contract between TruPoint Legal LLC and you,_______________________________ for the self-help services described in Part I below. I am the "legal document assistant" and you are the "client".

Please enter full name.

IMPORTANT DISCLAIMER

1. You should read and understand this entire contract before you sign it. You should understand the kinds of services

that I can and cannot perform for you (see Part I below).

2. I am not an attorney. I cannot perform the legal services that an attorney performs. I cannot engage in the practice of

law.

3. The county clerk has not evaluated or approved my knowledge or experience or the quality of my services.

4. I cannot keep your original documents if you request that I return them to you. I cannot keep your original documents

if you and I do not sign this contract or if this contract terminates (ends) for any reason. I cannot keep your original

documents after all the contract services have been provided (see Part I below). It is a violation of California law if I keep

your original documents under any of these circumstances.

5. It is a violation of California law if I make any false or misleading statement to you.

6. I cannot obtain special favors from, and I do not have any special influence with, any court or any state or federal

agency.

7. As required by law, I have filed a bond or made a cash deposit and have registered as a legal document assistant in

each county where I will perform services on your behalf.

SELF-HELP SERVICES

Kinds of services that I can perform for you: I can perform the following self-help services for you in connection with a legal

matter in which you are representing yourself: I can type or otherwise complete, as you specifically direct, legal documents that

you have selected. I can provide you general published factual legal information that has been written or approved by an

attorney, to help you represent yourself. I can provide you published legal documents. I can file and serve legal forms and

documents as you specifically direct.

These are the only kinds of services that I can perform for you. I cannot provide you any service if you need additional services.

If you need additional services, then you require the services of an attorney.

Kinds of services that I cannot perform for you: I cannot provide you any self-help service unless you are representing

yourself in a legal matter and the self-help service relates to that legal matter.

I cannot engage in the practice of law. This means that I cannot give you any kind of advice, explanation, opinion or

recommendation about possible legal rights, remedies, defenses, strategies or options that you may have. I cannot give you

any advice, explanation, opinion or recommendation regarding selection of forms.

FEES AND EXPENSES

You agree to pay me the following fees, cost and expenses:

I will provide you all the following services (list all services for which the client is being charged):

Does not include any city transfer tax, sales tax or transfer tax based on property value. You are paying me only for those services listed above and no others. It is unlawful for me to make any guarantee or promise to you unless it is written in this contract and unless I have a factual basis for making the guarantee or promise.

CANCELLATION

You may cancel this contract for any reason within 24 hours after we both have signed it. If you cancel the contract, I must immediately refund any fees which you have paid me. The only fees that I may keep are fees for services which I have actually, necessarily and reasonably performed on your behalf during the 24-hour period. I cannot keep any fees for services performed

during the 24-hour period unless you knew that I would perform those services and you expressly agreed in this contract that I would perform them. To cancel this contract, send me a written notice stating that you are canceling the contract. Mail the notice by first-class mail

with the correct postage, and send it to me at my address (see Part V below). Cancellation takes effect on the date of the postmark on the notice. You can also cancel this contract by delivering a written notice of cancellation to my email address within the 24-hour period.

You may also cancel this contract at any time if I:

• Fail to give you a copy of this contract before providing any services to you (you should have the pdf file or option to download after signed the contract, or

• Fail to specify in the contract the services which I will perform and the costs of those services, or

• Fail to give you a copy of the contract in English and in any other language that you understand and that was principally used in any oral sales presentation or negotiation leading to execution of the contract.

If you cancel this contract for any of these reasons, I must immediately refund in full any fees which you have paid me. You may also cancel this contract at any time if you have legal cause.

I acknowledged:

Yes

Attorney Fees and Cost

In the event of suit for damages arising from this contract or to enforce any of its provisions, the court may award the prevailing

party his or her reasonable attorney's fees and costs. The venue for any disputes about this contract is the county where you

live in California.

DESCRIPTION OF THE PARTIES

Legal Document Assistant

Full Name: TruPoint Legal LLC

Business Name: TruPoint Legal LLC

Street Address of Business: 434 Blossom Hill Rd

City, State, ZIP: San Jose, CA 95123

Telephone Number: 408.766.3532

Email: info@trustpointlegal.com

LDA Registration Information: LDA #268 – Santa Clara County

Expiration: 3/17/2027

I have filed a bond in Santa Clara County, California.

CLIENT

THIS CONTRACT IS NOT VALID OR BINDING UNTIL THE LEGAL DOCUMENT ASSISTANT HAS GIVEN ALL CLIENT PARTIES A FULLY EXECUTED COPY OF IT, INCLUDING AN ACCURATE TRANSLATION OF IT IN ANY LANGUAGE OTHER THAN ENGLISH THAT THE CLIENT UNDERSTANDS AND THAT WAS PRINCIPALLY USED IN ANY ORAL SALES PRESENTATION OR NEGOTIATION LEADING TO EXECUTION OF THE CONTRACT.

TruPoint Disability & Legal Services LLC is not a law firm. We can only provide self-help services at your specific direction. Authority cited: The use of this contract is required by Section 6410 of the California Business and Professions Code. Reference: Sections

6401.6, 6402, 6405, 6408, 6409, 6410, 6411, Business and Professions Code. The standard form of this contract is mandated by the California Department of Consumer Affairs, California Administrative Code title 16, § 3950.

NOTE: TruPoint Legal LLC is a member of the California Association of Legal Document Assistants, Inc. (CALDA),which promotes and encourages high standards of ethical and professional conduct by its members. CALDA has a Dispute Resolution Process which is designed to resolve disputes between consumers and CALDA member LDAs. You may learn more about this process by visiting

www.calda.org in the Board of Directors/"Code of Ethics" tab.

NOTICE TO CLIENT

TruPoint Legal LLC is not a law firm. We can only provide self-help services at your specific direction.

Authority cited: The use of this contract is required by Section 6410 of the California Business and Professions Code. Reference: Sections

6401.6, 6402, 6405, 6408, 6409, 6410, 6411, Business and Professions Code. The standard form of this contract is mandated by the California

Department of Consumer Affairs, California Administrative Code title 16, § 3950.

NOTE: TruPoint Legal LLC is a member of the California Association of Legal Document Assistants, Inc. (CALDA),

which promotes and encourages high standards of ethical and professional conduct by its members. CALDA has a Dispute Resolution Process

which is designed to resolve disputes between consumers and CALDA member LDAs. You may learn more about this process by visiting

www.calda.org in the Board of Directors/"Code of Ethics" tab.

PAYMENT

PAYMENT: After submitting this form, you will receive a separate payment link to complete your payment. Work will begin once payment is received in full. All fees are non-refundable after services have been performed, subject to the 24-hour cancellation policy described above.

ELECTRONIC SIGNATURE CONSENT

This questionnaire and the related TruPoint Legal LLC service agreement may be signed electronically. By typing your full legal name in the signature field below and checking the consent box, you are providing your electronic signature, which has the same legal force and effect as a handwritten signature on paper.

I have read and agree to the Notice to Consumer, LDA Contract for Self-Help Services, Fee Schedule, and Declaration of Client-Provided Information above. I declare under penalty of perjury under the laws of the State of California that all information provided in this questionnaire is true and correct. I understand that TruPoint will rely on this information to prepare the deed and apply applicable exemptions.

I agree

I disagree

By typing my full legal name and checking the box below, I expressly agree to ALL of the following:

I consent to conduct this transaction by electronic means and to use an electronic signature, in accordance with the California Uniform Electronic Transactions Act (California Civil Code §§ 1633.1 through 1633.17) and the federal Electronic Signatures in Global and National Commerce Act (15 U.S.C. §§ 7001 through 7031).I intend that the typed version of my full legal name in the signature field below shall constitute my electronic signature on this questionnaire and the related TruPoint Legal LLC service agreement, and shall be the legal equivalent of my handwritten signature.I understand that I have the right to receive a paper copy of this document and to sign it in handwritten form instead, and that I may withdraw my consent to use an electronic signature at any time prior to the completion of services by notifying TruPoint Legal LLC in writing.I confirm that I am the person identified below, that I am typing my own name, and that I am authorized to sign this document on my own behalf or, where applicable, on behalf of the entity I represent.

IMPORTANT- Please read carefully:

Your typed-name electronic signature applies ONLY to this questionnaire and the TruPoint service agreement. The actual deed and any documents that will be recorded with the County Recorder must be signed in handwritten ink and notarized in person.