Intake Form BRONZE+

THIS UNIQUE TRUST IS AN ATTORNEY-PREPARED TRUST PROVIDED TO INDIVIDUAL CLIENTS TO ASSIST IN PLANNING FOR NFA FIREARMS ONLY. THIS TRUST DESIGN INTENTIONALLY PROVIDES ONLY A LIMITED NUMBER OF CUSTOMIZATIONS TO KEEP THE COST DOWN. DISCUSS CUSTOMIZATION SERVICES OR A TRUST UPGRADE WITH ONE OF OUR ATTORNEYS, ESPECIALLY IF YOU DESIRE A JOINT TRUST WITH A SPOUSE OR DOMESTIC PARTNER.

Trust Design
Name of trust*
Many clients add words such as Gun, Firearm(s), or Armory in the title. (This is recommended but not required.)
Date to be signes
Date Format: MM slash DD slash YYYY

Leave blank if unknown
Check only one*
- Creation of New Bronze Trust
- Restatement of Existing Bronze Trust; please provide a copy of the Existing Trust
Family Information
Untitled*
- I have no children.
- I have children
List their names below
Attach an additional sheet if necessary.

Payment Information
What type of payment do you plan on using?*
- VISA
- MasterCard
- Check
(If you are attending a group event, please pay by credit card only)
Name on card
Billing Address
Street Address City State / Province / Region ZIP / Postal Code
Card Number
Expiration Date
Date Format: MM slash DD slash YYYY
CVV Code (3 digits on back)
YOUR CREDIT CARD WILL BE CHARGED FOR ANY POSTAGE FEES INCURRED.

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