Asset Defense Team – Land Trust Template Form

Asset Defense Team - Land Trust Template Rev. 10/4/2022

This form collects information used to merge data into a completed Land Trust template - known as an "AGREEMENT AND DECLARATION OF TRUST" document. Once you submit the information, the completed document will be emailed to you at the email address you provide. QUESTIONS? Please feel free to contact us during normal business hours in the Mountain time zone. Please call us toll-free: (855) 50-ASSET - or- (855) 502-7738 or by email: info@assetdefenseteam.com.

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Please Note: Vertical scrolling may not work on all browsers. If you encounter scrolling problems, please use your 'page-up' and 'page-down' buttons to move the form up and down. Questions? Please contact Ruth@assetdefenseteam.com or call toll-free (855) 50-ASSET (855-502-7738)
How Did You First Hear About The Asset Defense Team?*
Please indicate the webinar or live event you attended where you first heard of Attorney Bob Bluhm and the Asset Defense Team.
First Name of Person Submitting this Document:*
Please provide the First Name of the person submitting this document. (Please note: This information will not appear on your completed document - This is used to provide you with the completed document.)
Last Name of Person Submitting this Document:*
Please provide the Last Name of the person submitting this document. (Please note: This information will not appear on your completed document - This is used to provide you with the completed document.)
Email Address Where You Would Like to Receive the Completed Document:*
Please provide the email address where you would like to receive the completed Land Trust template.
Enter Email Confirm Email
BASIC TRUST INFORMATION
Anticipated Filing Date for Trust Documents:*
Please provide the anticipated filing date for your Trust documents. (mm/dd/yyyy format). This can be changed later on your completed Trust documents.
NAME OF TRUST - (ALL CAPS):*
Please provide the name of your intended Trust in ALL CAPS. This will be used in the TITLE of your "AGREEMENT AND DECLARATION OF TRUST" document. (Example: Trust Name: HARPER VALLEY TRUST)
Name of Trust - (Title Case):*
Please provide the name of your intended Trust in Normal Case. This will be used in the BODY of your "AGREEMENT AND DECLARATION OF TRUST" document. The first letter of each word should be capitalized. (Example - Trust Name: Harper Valley Trust)
Name of County Where the Property is Located: (Title Case)*
Please provide the full name of the County where the property is located. This is in Title Case. For example, 'Travis' or 'Anne Arundel.' Do not type the word 'County' after the name - that is already included in the Trust document template.
NAME OF STATE WHERE THE PROPERTY IS LOCATED: (ALL CAPS)*
Please provide the full name of the State where the property is located. This is in ALL CAPS. For example, 'SOUTH DAKOTA' or 'COLORADO' not 'SD' or 'Colorado.' Please note: This field is used to complete your Trust document. You will also be asked to supply the full address of the property in a separate field.
Name of State Where the Property is Located: (Title Case)*
Please provide the full name of the State where the property is located. This is in Title Case. For example, 'South Dakota' or 'Colorado' not 'SD' or 'colorado.' Please note: The reason you need to submit this for a second time is that the completed Trust document uses ALL CAPS for some fields, and Title Case for others.
Full Property Address:*
Please provide the full address of the property to be transferred into the Trust.

Street Address Address Line 2 City State ZIP Code
Full Legal Description of Property:*
Please provide the full legal description of the property to be transferred to the Trust. If you don't have the full legal description, you can usually find it on the County records.

Questions? Please contact info@assetdefenseteam.com or call toll-free (855) 50-ASSET -or- (855) 502-7738.
Name of Beneficiary #1:*
Please provide the name of BENEFICIARY #1. (Please refer to the "Understanding Land Trusts" document for specific instructions regarding the name and legal structure of the Beneficiaries of the Trust.)
Authorized Signatory for Beneficiary #1:*
Please provide the name of the individual authorized to sign on behalf of BENEFICIARY #1. (Please refer to the "Understanding Land Trusts" document for specific instructions regarding the name and legal structure of the Beneficiaries of the Trust.)
Title of Signatory for Beneficiary #1:
Please provide the title of the individual authorized to sign on behalf of BENEFICIARY #1. (Example: President, Managing Director, Attorney, etc.) If you aren't sure what to put here, you can leave this field blank.
Percent of Ownership for Beneficiary#1:*
Please list the percent of ownership in the Trust that will be held by BENEFICIARY #1. (Remember that the total percent of ownership for all Beneficiaries must total 100%.)
Would You Like to Add A Second Beneficiary?*
Please indicate if you would like to add a second BENEFICIARY to the Trust.
- Yes
- No
Name of Beneficiary #2:
Please provide the name of BENEFICIARY #2. (Please refer to the "Understanding Land Trusts" document for specific instructions regarding the name and legal structure of the Beneficiaries of the Trust.)
Authorized Signatory for Beneficiary #2:
Please provide the name of the individual authorized to sign on behalf of BENEFICIARY #2. (Please refer to the "Understanding Land Trusts" document for specific instructions regarding the name and legal structure of the Beneficiaries of the Trust.)
Title of Signatory for Beneficiary #2:
Please provide the title of the individual authorized to sign on behalf of BENEFICIARY #2. (Example: President, Managing Director, Attorney, etc.) If you aren't sure what to put here, you can leave this field blank.
Percent of Ownership for Beneficiary#2:
Please list the percent of ownership in the Trust that will be held by BENEFICIARY #2. (Remember that the total percent of ownership for all Beneficiaries must total 100%.)
Would You Like to Add A Third Beneficiary?
Please indicate if you would like to add a third BENEFICIARY to the Trust.
- Yes
- No
Name of Beneficiary #3:
Please provide the name of BENEFICIARY #3. (Please refer to the "Understanding Land Trusts" document for specific instructions regarding the name and legal structure of the Beneficiaries of the Trust.)
Authorized Signatory for Beneficiary #3:
Please provide the name of the individual authorized to sign on behalf of BENEFICIARY #3. (Please refer to the "Understanding Land Trusts" document for specific instructions regarding the name and legal structure of the Beneficiaries of the Trust.)
Title of Signatory for Beneficiary #3:
Please provide the title of the individual authorized to sign on behalf of BENEFICIARY #3. (Example: President, Managing Director, Attorney, etc.) If you aren't sure what to put here, you can leave this field blank.
Percent of Ownership for Beneficiary#3:
Please list the percent of ownership in the Trust that will be held by BENEFICIARY #3. (Remember that the total percent of ownership for all Beneficiaries must total 100%.)
Would You Like to Add A Fourth Beneficiary?
Please indicate if you would like to add a fourth BENEFICIARY to the Trust.
- Yes
- No
Name of Beneficiary #4:
Please provide the name of BENEFICIARY #4. (Please refer to the "Understanding Land Trusts" document for specific instructions regarding the name and legal structure of the Beneficiaries of the Trust.)
Title of Signatory for Beneficiary #4:
Please provide the title of the individual authorized to sign on behalf of BENEFICIARY #4. (Example: President, Managing Director, Attorney, etc.) If you aren't sure what to put here, you can leave this field blank.
Authorized Signatory for Beneficiary #4:
Please provide the name of the individual authorized to sign on behalf of BENEFICIARY #4. (Please refer to the "Understanding Land Trusts" document for specific instructions regarding the name and legal structure of the Beneficiaries of the Trust.)
Percent of Ownership for Beneficiary#4:
Please list the percent of ownership in the Trust that will be held by BENEFICIARY #4. (Remember that the total percent of ownership for all Beneficiaries must total 100%.)

In this section you will list the names and addresses of the witnesses to the signing of the Trust agreement. Questions? Please contact info@assetdefenseteam.com or call toll-free (855) 50-ASSET -or- (855) 502-7738.
Name of First Witness:
Please list the name of the first witness to the signing of the Trust agreement. Two witnesses are required. If you do not have this information available now, you can add it at a later date.
Address of First Signing Witness:
Please provide the address of the first witness to the signing of the Trust agreement. If you do not have this information, you can add it at a later date.

Street Address Address Line 2 City State ZIP Code
Name of Second Witness:
Please list the name of the first witness to the signing of the Trust agreement. Two witnesses are required. If you do not have this information available now, you can add it at a later date.
Address of Second Signing Witness:
Please provide the address of the second witness to the signing of the Trust agreement. If you do not have this information, you can add it at a later date.

Street Address Address Line 2 City State ZIP Code

Asset Defense Team – Land Trust Template Form

Asset Defense Team - Land Trust Template Rev. 10/4/2022

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BASIC TRUST INFORMATION