_________________________ Revocable Living Trust Declaration of Trust 1. Trust Name This trust shall be known as the _________________________ Revocable Living Trust. 2. Revocation of Prior Revocable Living Trusts Upon execution of this Declaration of Trust, the Grantor hereby revokes any previous revocable living trusts. Furthermore, to the fullest extent allowed by law, upon execution of this Declaration of Trust, the Grantor hereby revokes any power of attorney executed for the purposes of facilitating a prior revocable living trust. 3. Trust Property

a. Property Placed in Trust:i._______________ (grantor name), called the Grantor or trustee, declares that he or she hereby assigns, transfers and sets over to the Trustee and its successors of the _________________________ Revocable Living Trust all the property, securities and/or cash described in the attached property list, Schedule A. The Grantor and Trustee agree to take whatever actions might be necessary or advisable to accomplish the re-titling of all said assets in the name of the Trust and agree, pending such retitling, that true beneficial ownership of such assets is hereby immediately vested in the Trust and that the Grantor continues temporarily to hold merely bare legal title to such assets until such re-titling is complete. The trust property shall be used for the benefit of the trust beneficiaries and shall be administered and distributed by the trustee in accordance with this Declaration of Trust. ii.TO HAVE AND TO HOLD the same unto _____________________ (trustee name), Trustee, his successors and assigns, IN TRUST AND CONFIDENCE NEVERTHELESS, for and upon the uses and trust purposes and subject to the terms, conditions, powers and provisions hereinafter set forth.

b. Additional or After-Acquired Property: The Grantor may add property to the trust at anytime. In addition, the Trustee shall have full power at any time to receive other property, real or personal, including insurance policies, that may be devised, bequeathed, assigned, granted, conveyed or made payable to it by the Grantor or by any other person for the purposes and subject to the provisions and limitations of the trust hereby created. Any sums of money or other property as received by said Trustee shall immediately be added to the trust or trusts already existing hereunder, thereafter to be held, managed and the income principal disposed of in accordance with all of the provisions of this instrument. 4. Reserved Powers of Grantor

a. Amendment or Revocation: The Grantor reserves the power to amend or revoke this trust atany time during his or her lifetime without notifying any beneficiary.

b. Rights to Trust Property: Until the death of the Grantor, all rights to any and all income,profits and control of the trust property shall be retained by the Grantor.

c. Homestead Rights: If the Grantor's principal residence is held in this trust, Grantor has theright to possess and occupy it for life, rent-free and without charge, except for taxes, insurance and maintenance, including related costs and expenses. This right is intended to give Grantor a beneficial interest in the property and to ensure that Grantor does not lose eligibility for any homestead tax exemption for which Grantor may otherwise qualify.

d. Incapacity of Grantor: If the Grantor becomes physically or mentally incapacitated and is nolonger able to manage this trust, the person or persons named as successor trustee shall serve as trustee. The determination of the Grantors capacity to manage this trust shall be made by a minimum of two (2) of the physicians listed below when the successor trustee requests their opinion. If the two (2) licensed physicians state, in writing, that in their opinion the Grantor is no longer reasonably capable of serving as trustee, the successor trustee shall then serve as trustee. The successor trustee shall pay trust income, at least annually, to or for the benefit of the Grantor and may also spend any amount of trust income or trust principal necessary, in the successor trustee's sole discretion, for the proper health care, support, maintenance, comfort and welfare of the Grantor, in accordance with his or her accustomed standard of living, until one (1) licensed physician certifies that the Grantor is again able to manage his or her own affairs, or until his or her death. Upon recovery from any incapacitation, or upon cessation of such other condition or situation as has disqualified him from acting as Trustee hereunder, Grantor shall be reinstated as Trustee. Any licensed physician practicing at an institution named below shall meet the requirement of one licensed physician and shall be acceptable for the requirements of this section. In addition, all required physicians may practice at the same institution or at different institutions. The following licensed physician(s) and/or institution(s) are designated to determine Grantors capacity to manage this trust upon request by successor trustee(s): (unused lines should be crossed out) _________________________ _________________________ _________________________ _________________________

e. Grantor's Death: After the death of the Grantor, this trust becomes irrevocable. It may not bealtered or amended in any respect, and may not be terminated except through distributions permitted by this Declaration of Trust. 5. Trustees

a. Terminology: In this Declaration of Trust, the term "trustee" includes any successor trustee oralternate successor trustee. Trustee, as used herein, shall include singular, plural, masculine, feminine or neuter as required by context.

b. Original Trustee: The trustee of the _________________________ Revocable Living Trustand all children's trusts created under this Declaration of Trust shall be ___________________ (grantor name).

c. Trustee's Responsibility: The trustee in office shall serve as trustee of all trusts created underthis Declaration of Trust, including any childrens trust.

d. Successor Trustee: Upon the death or incapacity of the trustee, the successor trustee shall be_______________ (successor trustee), whose present address is ________________________. If he or she is unable to serve or continue serving as successor trustee, the successor trustee shall be ________________ (alternate successor trustee), whose present address is ______________________________.

e. Power to Appoint Successor Trustee: If all the successor trustees named in this Declaration ofTrust cease to (or are unable to) serve as trustee, the trustee may appoint an additional successor trustee or trustees to serve in the order nominated. The appointment(s) must be made in writing, signed by the trustee and notarized.

f. Resignation of Trustee: Any trustee in office may resign at any time by signing a notice ofresignation. The resignation must be delivered to the person or institution designated as successor trustee in this Declaration of Trust or appointed by the trustee under Subsection (e) of this section, to next serve as trustee.

g. Bond Waived: No bond shall be required of any trustee. h. Compensation: No trustee shall receive any compensation for serving as trustee, unless thetrustee serves as a trustee of a childrens trust created by this Declaration of Trust, or for serving as trustee because the Grantor has become incapacitated.

i. Liability of Trustee: With respect to the exercise or non-exercise of discretionary powersgranted by this Declaration of Trust, the trustee shall not be liable for actions taken in good faith. 6. Beneficiaries Upon the death of the Grantor, the property listed on Schedule A shall be distributed to the beneficiaries named in this section.

a. Primary and Alternate BeneficiariesI leave ___________________________ (property description) to _____________________ (beneficiary name), ____________________ (relationship), whose present address is ______________________________, or, if such beneficiary(ies) do(es) not survive me, to _______________________ (alternate), ____________________ (relationship), whose present address is ______________________________. I leave ___________________________ (property description) to _____________________ (beneficiary name), ____________________ (relationship), whose present address is ______________________________, or, if such beneficiary(ies) do(es) not survive me, to _______________________ (alternate), ____________________ (relationship), whose present

address is ______________________________. I leave ___________________________ (property description) to _____________________ (beneficiary name), ____________________ (relationship), whose present address is ______________________________, or, if such beneficiary(ies) do(es) not survive me, to _______________________ (alternate), ____________________ (relationship), whose present address is ______________________________. I leave ___________________________ (property description) to _____________________ (beneficiary name), ____________________ (relationship), whose present address is ______________________________, or, if such beneficiary(ies) do(es) not survive me, to _______________________ (alternate), ____________________ (relationship), whose present address is ______________________________.

b. Residuary Beneficiary: The residuary beneficiary of the trust shall be ____________________(residuary beneficiary), ________________ (relationship), whose present address is ________________________________, who shall be given all trust property not specifically and validly disposed of by Subsection (a) of this section. If _______________________ (residuary beneficiary) does not survive the Grantor, that property shall be given to _______________________ (alternate residuary beneficiary), ________________ (relationship), whose present address is _________________________________. 7. Distribution of Trust Property Upon Death of Grantor Upon the death of the Grantor, the trustee shall distribute the trust property outright to the beneficiaries named in Section 6, Subsections (a) and (b), subject to any provision(s) in this Declaration of Trust that creates childrens trusts or creates custodianships under the Uniform Transfers to Minors Act. 8. General Administrative Provisions

a. Controlling Law: The validity of the _________________________ Revocable Living Trustshall be governed by the laws of Oregon.

b. Severability: The provisions of this Declaration of Trust are severable and in the event anyprovision or part thereof is held to be invalid, illegal or unenforceable to any person or circumstances, such invalidity, illegality or unenforceability shall not affect or impair any of the remaining provisions of this Declaration of Trust or their application to any trustee, beneficiary or other persons or circumstances.

c. Amendments: The term "Declaration of Trust" shall include any provisions added byamendment.

d. Accountings: No accountings or reports shall be required of the trustee.9. Trustee's Powers and Duties

a. Powers Under State Law: To carry out the provisions of the _________________________Revocable Living Trust, including any children's trusts created under this Declaration of Trust, the trustee shall have all authority and powers allowed or conferred on a trustee under Oregon

law, subject to the trustee's fiduciary duty to the Grantor and the beneficiaries.

b. Specified Powers: The trustee's powers include, but are not limited to:i.The power to sell trust property, borrow money and encumber that property, including trust real estate, by mortgage, deed of trust or other method. ii.The power to manage trust real estate as if the trustee were the absolute owner of it, including the power to lease (even if the lease term may extend beyond the period of any trust) or grant options to lease the property, to make repairs or alterations, and to insure against loss. iii.The power to sell or grant options for the sale or exchange of any trust property, including stocks, bonds, debentures, and any other form of security or security account, at public or private sale for cash or on credit. iv.The power to invest trust property in property of any kind, including but not limited to bonds, debentures, notes, mortgages, stocks, stock options, stock futures and buying on margin. v.The power to employ and pay reasonable fees to accountants, lawyers or investment experts for information or advice relating to the trust. vi.The power to deposit funds in bank or other accounts uninsured by FDIC coverage. vii.The power to deposit and hold trust funds in both interest-bearing and non-interestbearing accounts. viii.The power to enter into electronic fund transfer or safe deposit arrangements with financial institutions. ix.The power to receive additional property from any source and add to any trust created by this Declaration of Trust. x.The power to continue any business of the Grantor. xi.The power to institute or defend legal actions concerning the trust or Grantor's affairs. xii.The power to execute any document necessary to administer any children's trusts created in this Declaration of Trust. xiii.The power to diversify investments, including authority to decide that some or all of the trust property need not produce income.

c. Payment by Trustee of the Grantor's Debts and Taxes: The trustee shall pay the debts anddeath taxes of _______________________ (grantor name). The trustee shall pay these debts and taxes from any trust property trustee deems appropriate in trustees sole discretion. Certification by Grantor

I certify that I have read this Declaration of Trust and that it correctly states the terms and conditions under which the trust property is to be held, managed and disposed of by the trustee, and I approve this Declaration of Trust. Signature: _______________________________ Dated: _____________ Printed Name: _______________________________ Mailing Addr: ____________________________________________________ City: _____________ County: _______________ State: _______________ Zip: _______ Witness: _____________________________ Print Name: _____________________________ Notary's Acknowledgment and Seal

Schedule A Schedule of Assets Transferred to the _________________________ Revocable Living Trust All the Grantor's interest in the following property is hereby placed in the trust: Description of Assets 1. __________________________________________ 2. __________________________________________ 3. __________________________________________ 4. __________________________________________ 5. __________________________________________ 6. __________________________________________ 7. __________________________________________ 8. __________________________________________ 9. __________________________________________ 10. __________________________________________ 11. __________________________________________ 12. __________________________________________ 13. __________________________________________ Date Transferred ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ Grantors Initials ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________ ___________

NOTES / EXAMPLES / ADDITIONAL CLAUSES Completed Example ********** PROPERTY FOR MINORS (beneficiaries under 18 yrs of age) If you are leaving property to any person presently under the age of 18, you may prefer to leave the property in trust. A trust may allow additional control over the use of the funds/property than a custodial arrangement. Each state has laws regarding the responsibilities and authority of trustees while a custodian may not be subject to those laws. If you would like to utilize a trust for a minor, copy and paste the following section to the end of the Living Trust. The following has been formatted to fit at the end, however, regardless of placement, all paragraphs should renumber. Please verify proper renumbering of paragraphs after insertion. Note: We have also included a paragraph for custodianships (#11). If you do not wish to utilize a custodial arrangement, simply delete the paragraph completely. ------ Begin Trust for Minors Clauses -- DO NOT COPY THIS LINE -----10. Childrens Trusts All trust property left to any of the minor or young adult beneficiaries in Subsection (a), shall be retained in trust for each such beneficiary in a separate trust of this _________________________ Revocable Living Trust (trust name). Each trust may be identified and referred to by adding the name of that trust's beneficiary to the name of this trust. The following terms apply to each childrens trust: a. Trust Beneficiaries and Age Limits: Except as otherwise specified below, children's trusts shall end when the beneficiary of that trust becomes thirty-five (35) years of age: Beneficiary __________________________________________ __________________________________________ __________________________________________ __________________________________________ __________________________________________ b. Powers and Duties of Childrens Trust Trustee i.Until a children's trust ends, the trustee may distribute to or use for the benefit of the beneficiary as much of the net income or principal of the children's trusts as the trustee deems necessary for the beneficiary's health, support, maintenance, or education. Education includes, but is not limited to; college, graduate, postgraduate and vocational studies, including supplies and associated living expenses. Shall End at Age ________ ________ ________ ________ ________

ii.In deciding whether to make a distribution to a beneficiary, the trustee may take into account the beneficiary's other income, resources and sources of support. iii.Any trust income that is not distributed to a beneficiary by the trustee shall be accumulated and added to the principal of the trust for that beneficiary. iv.The trustee of a children's trust is not required to make any accounting or report to the trust beneficiary. c. Assignment of Interest of Beneficiary Prohibited: The interests of the beneficiary of a children's trust shall not be transferable by voluntary or involuntary assignment or by operation of law before actual receipt by the beneficiary. These interests shall be free from the claims of creditors and from attachments, execution, bankruptcy or other legal process to the fullest extent permitted by law. d. Compensation of Trustee: Any trustee of a childrens trust created under this Declaration of Trust shall be entitled to reasonable compensation, without court approval, for ordinary and extraordinary services, and for all services in connection with the termination of any trust. Said compensation shall be taken from the trust assets. e. Termination of Childrens Trust: A children's trust shall end when any of the following events occur: i.The beneficiary reaches the age specified in Subsection (a) of this section. If the trust ends for this reason, the remaining principal and accumulated income of the trust shall be given outright to the beneficiary. ii.The beneficiary dies. If the trust ends for this reason, the trust property shall pass to the beneficiary's heirs. iii.The trustee distributes all trust property under the provisions of this Declaration of Trust. 11. Custodianships Under the Uniform Transfers to Minors Act (cross out unused portions) All property that ________________________ (beneficiarys name) becomes entitled to under this trust document shall be given to _________________________ (custodians name) as custodian for ________________________ (beneficiarys name) under the Uniform Transfers to Minors Act, until ________________________ (beneficiarys name) reaches ____ years of age. All property that ________________________ (beneficiarys name) becomes entitled to under this trust document shall be given to _________________________ (custodians name) as custodian for ________________________ (beneficiarys name) under the Uniform Transfers to Minors Act, until ________________________ (beneficiarys name) reaches ____ years of age. ------ End Trust for Minors Clauses -- DO NOT COPY THIS LINE ------

EXAMPLE OF COMPLETED LIVING TRUST For informational purposes only. Time Saving Editing Note: To view this document in 2 windows simultaneously, choose Window > Split in the top menu bar. The result will be 2 windows viewing the same document. One window may be scrolled to the completed example while the other is used to enter information. Note: Any change made in either window will change the document. You can verify this by aligning both windows to the same point in the document and making a change in either window. You will see the change occur in both windows. To remove the split: Window > Remove Split. The following assumes the Grantor is named John Doe, with wife, Jane, and children Jill and John Jr. John Doe Revocable Living Trust Declaration of Trust 1. Trust Name This trust shall be known as the John Doe Revocable Living Trust. 3. Trust Property a. Property Placed in Trust: i. John Doe (grantor name), called the Grantor or trustee, declares that he or she hereby assigns, transfers and sets over to the Trustee and its successors of the John Doe Revocable Living Trust all the property, securities and/or cash described in the attached property list, Schedule A. The Grantor and Trustee agree to take whatever actions might be necessary or advisable to accomplish the re-titling of all said assets in the name of the Trust and agree, pending such re-titling, that true beneficial ownership of such assets is hereby immediately vested in the Trust and that the Grantor continues temporarily to hold merely bare legal title to such assets until such re-titling is complete. The trust property shall be used for the benefit of the trust beneficiaries and shall be administered and distributed by the trustee in accordance with this Declaration of Trust. ii. TO HAVE AND TO HOLD the same unto John Doe NOTE: PUT YOUR OWN NAME HERE. YOU SHOULD BE THE TRUSTEE UNTIL YOUR DEATH (trustee name), Trustee, his successors and assigns, IN TRUST AND CONFIDENCE NEVERTHELESS, for and upon the uses and trust purposes and subject to the terms, conditions, powers and provisions hereinafter set forth.

4. Reserved Powers of Grantor d. Incapacity of Grantor: If the Grantor becomes physically or mentally incapacitated and is no longer able to manage this trust, the person or persons named as successor trustee shall serve as

trustee. The determination of the Grantors capacity to manage this trust shall be made by a minimum of two (2) of the physicians listed below when the successor trustee requests their opinion. If the two (2) licensed physicians state, in writing, that in their opinion the Grantor is no longer reasonably capable of serving as trustee, the successor trustee shall then serve as trustee. The successor trustee shall pay trust income, at least annually, to or for the benefit of the Grantor and may also spend any amount of trust income or trust principal necessary, in the successor trustee's sole discretion, for the proper health care, support, maintenance, comfort and welfare of the Grantor, in accordance with his or her accustomed standard of living, until Grantor is again able to manage his or her own affairs, or until his or her death. Upon recovery from any incapacitation, or upon cessation of such other condition or situation as has disqualified him from acting as Trustee hereunder, Grantor shall be reinstated as Trustee. Any licensed physician practicing at one of the institutions named below shall meet the requirement of one licensed physician and shall be acceptable for the requirements of this section. In addition, all required physicians may practice at the same institution or at different institutions. The following licensed physician(s) and/or institution(s) are designated to determine Grantors capacity to manage this trust upon request by successor trustee(s): Dr. Larry I. Physician My Favorite Hospital 5. Trustees a. Terminology: In this Declaration of Trust, the term "trustee" includes any successor trustee or alternate successor trustee. Trustee, as used herein, shall include singular, plural, masculine, feminine or neuter as required by context. b. Original Trustee: The trustee of the John Doe Revocable Living Trust and all children's trusts created under this Declaration of Trust shall be John Doe NOTE: PUT YOUR OWN NAME HERE. YOU SHOULD BE THE TRUSTEE UNTIL YOUR DEATH (grantor name). c. Trustee's Responsibility: The trustee in office shall serve as trustee of all trusts created under this Declaration of Trust, including any childrens trust. d. Successor Trustee: Upon the death or incapacity of the trustee, the successor trustee shall be Jane Doe (successor trustee), whose present address is 123 Janes Street, Janes City, Janes State, Janes Zip. If he or she is unable to serve or continue serving as successor trustee, the successor trustee shall be my daughter, Jill Doe (alternate successor trustee), whose present address is 123 Jills Street, Jills City, Jills State, Jills Zip. 6. Beneficiaries Upon the death of the Grantor, the property listed on Schedule A shall be distributed to the beneficiaries named in this section. a. Primary and Alternate Beneficiaries I leave my home located at 111 Home Address, including all furniture and possessions Local Memorial Hospital _________________________

contained therein except as otherwise specified herein (property description) to Jane Doe (beneficiary name), my wife (relationship), whose present address is 123 Janes Street, Janes City, Janes State, Janes Zip, or, if such beneficiary(ies) do(es) not survive me, to Jill Doe (alternate), my daughter (relationship), whose present address is 123 Jills Street, Jills City, Jills State, Jills Zip. I leave the 2008 Chevrolet Malibu (property description) to Peter Public (beneficiary name), no relation (relationship), whose present address is 123 Peters Street, Peters City, Peters State, Peters Zip, or, if such beneficiary(ies) do(es) not survive me, to Jane Doe (alternate), my wife (relationship), whose present address is 123 Janes Street, Janes City, Janes State, Janes Zip. I leave my shares in XYZ Corporation (property description) to John Doe, Jr (beneficiary name), my son (relationship), whose present address is 123 John Jr.s Street, Peters City, John Jr.s State, John Jr.s Zip, or, if such beneficiary(ies) do(es) not survive me, to Jane Doe (alternate), my wife (relationship), whose present address is 123 Janes Street, Janes City, Janes State, Janes Zip. I leave my coin collection (property description) to Franklin Partner (beneficiary name), my business partner, no relation, (relationship), whose present address is 123 Franklins Street, Franklins City, Franklins State, Franklins Zip, or, if such beneficiary(ies) do(es) not survive me, to Mr. B. Likeable (alternate), no relation (relationship), whose present address is 123 B. Likeables Street, B. Likeables City, B. Likeables State, B. Likeables Zip. I leave six hundred thousand dollars ($600,000) (property description) to Jane Doe (beneficiary name), my wife (relationship), whose present address is 123 Janes Street, Janes City, Janes State, Janes Zip, or, if such beneficiary(ies) do(es) not survive me, to Jill Doe (alternate), my daughter (relationship), whose present address is 123 Jills Street, Jills City, Jills State, Jills Zip.

b. Residuary Beneficiary: The residuary beneficiary of the trust shall be Jane Doe (residuary beneficiary), my wife (relationship), whose present address is 123 Janes Street, Janes City, Janes State, Janes Zip, who shall be given all trust property not specifically and validly disposed of by Subsection (a) of this section. If Jane Doe (residuary beneficiary) does not survive the Grantor, that property shall be given to John Doe, Jr (alternate residuary beneficiary), my son (relationship), whose present address is 123 John Jr.s Street, Peters City, John Jr.s State, John Jr.s Zip. 8. General Administrative Provisions a. Controlling Law: The validity of the John Doe Revocable Living Trust shall be governed by the laws of Oregon. 9. Trustee's Powers and Duties a. Powers Under State Law: To carry out the provisions of the John Doe Revocable Living Trust, including any children's trusts created under this Declaration of Trust, the trustee shall have

all authority and powers allowed or conferred on a trustee under Oregon law, subject to the trustee's fiduciary duty to the Grantor and the beneficiaries. c. Payment by Trustee of the Grantor's Debts and Taxes: The trustee shall pay the debts and death taxes of John Doe (grantor name). The trustee shall pay these debts and taxes from any trust property trustee deems appropriate in trustees sole discretion. NOTE: The following Childrens Trust and Custodianship clauses apply only if used. See Notes above for additional information. 10. Childrens Trusts All trust property left to any of the minor or young adult beneficiaries in Subsection (a), shall be retained in trust for each such beneficiary in a separate trust of this John and Jane Doe Revocable Living Trust (trust name). Each trust may be identified and referred to by adding the name of that trust's beneficiary to the name of this trust. The following terms apply to each childrens trust: a. Trust Beneficiaries and Age Limits: Except as otherwise specified below, children's trusts shall end when the beneficiary of that trust becomes thirty-five (35) years of age: Beneficiary Robert Doe Sarah Public Shall End at Age 21 18

11. Custodianships Under the Uniform Transfers to Minors Act (cross out unused portions) All property that Bill Public (beneficiarys name) becomes entitled to under this trust document shall be given to the trustee of the John and Jane Doe Revocable Living Trust (custodians name) as custodian for Bill Public (beneficiarys name) under the Uniform Transfers to Minors Act, until Bill Public (beneficiarys name) reaches 18 years of age.

NOTE: YOUR LIVING TRUST SHOULD BE NOTARIZED.

EXAMPLE OF Schedule A Schedule of Assets Transferred to the John Doe Revocable Living Trust All the Grantor's interest in the following property is hereby placed in the trust: Description of Assets Date Transferred Grantors Initials

1. Real Estate located at 111 Home Address, personal residence 2. All furniture located at or within the premises at 111 Home Address. 3. 2008 Chevrolet Malibu, VIN# ################### 4. 700 shares of XYZ Corporation 5. Coin collection (includes 1969 Buffalo Nickel, 1843 Silver Dollar) 6. Life Insurance Policy #########, Issued ??/??/????, Aetna Insurance. Amount $1,000,000. 7. __________________________________________

___________ ___________ ___________ ___________ ___________ ___________ ___________

___________ ___________ ___________ ___________ ___________ ___________ ___________

NOTES: The grantor should be the original trustee of the trust. This will provide the grantor the ability to utilize the assets of the trust as their own during their lifetime. Make sure the trust is notarized. You will sign all pages. If you are using a Pour-over Will, fill it out and have it notarized at the same time. Transfer property into the trust. o Re-title automobiles. In most states this would be a simple gift into the trust. o Make the living trust the beneficiary of life insurance policies. o For real estate, use a deed specifically designed for transfer into a living trust. Do not use a quit claim deed to transfer real estate into the living trust. Get a deed: http://www.nupplegal.com/warrantydeed.html Corporate stock should be changed on the books of the corporation to reflect the trust as owner. Interest in a LLC should be transferred to the name of the trust. Any property in the trust not specifically left to a beneficiary under Section 6a, Primary and Alternate Beneficiaries, will default to the residuary beneficiary listed in Section 6b, Residuary Beneficiary. In addition, if a Pour-over Will is used, the residuary property will include anything added by the Will.

NOTICE: DUE TO THE SUBSTANTIAL FINANCIAL RISKS AND LEGAL CONSEQUENCES INVOLVED ALL PARTIES ARE ADVISED TO SEEK LEGAL AND TAX COUNSEL. THE FORMS PROVIDED HEREIN ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, OR THE WARRANTY OF NON-INFRINGEMENT. IN NO EVENT SHALL NUPP INC. OR ITS AFFILIATES OR ITS SUPPLIERS BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY SPECIAL, PUNITIVE, INCIDENTAL, INDIRECT OR CONSEQUENTIAL DAMAGES OF ANY KIND, OR ANY DAMAGES WHATSOEVER, INCLUDING,

WITHOUT LIMITATION, THOSE RESULTING FROM LOSS OF USE, DATA OR PROFITS, WHETHER OR NOT NUPP INC. HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, AND ON ANY THEORY OF LIABILITY, ARISING OUT OF OR IN CONNECTION WITH THE USE OF THESE FORMS. ANY LIMITATIONS HEREIN ARE IN ADDITION TO ANY APPLICABLE TERMS OF USE LOCATED ON THE WEB SITE.

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