2010 Trust Creation Package
Package Includes:
CD #1 - Sample Trust Documents (see list below)
CD #2 - Blank Trust Documents (see list below)
CD #3 - Autofill 2.0 Software (see description)
CD #4 - Audio CD
DVD #1 - Training Class Day-1
DVD #2 - Training Class Day-2
Binder #1- Printed Training Materials
Binder #2 - Sample & Blank Documents
Cost:
$199. (plus S & H) - Price includes all materials
(Forms, CDs, DVDs, and Software)
Course Overview
CD #1 - Sample (Completed) Trust Documents
This CD contains a sample of each trust document. Each sample document is completely filled out and a cover sheet explains the terms used on each page.
For a complete list of all documents, please Click Here
CD #2 - Blank (Fill-in) Trust Documents
This CD contains printed copies of each trust document without being pre-filled out.
For a complete list of all documents, please Click Here
CD #3 - Autofill 2.0 Software
Each document has multiple fields which must be filled in with your personal information. This can be completed with the Find and Replace feature; however, this can take a great deal of time.
Autofill 2.0 allows users to search each document and fill in the required information automatically. The software replaces the sample fields (<First_Name>, <Trustee>, etc) with the information provided.
This software allows for easy, simple, and quick document creation.
CD #4 - MP3 Audio CD
The Audio CD contains MP3 files for many of the documents and additional information regarding trusts, estate planning, asset protection, and more.
DVD #1 & #2 - Training Class
This is a fully edited DVD of a recent class where we discussed the documents and created a trust in class.
Binder #1 - Printed Training Materials
This folder contains printed sample documents, sample letters, etc.
Binder #2 - Printed Sample and Blank Documents
This folder contains printed sample documents with highlighted notes and explanations of sample fields and inserts. This folder also contains printed copies of all course documents.
Asset Investment Trust
PO Box 1263
Clover, SC 29710
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