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
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
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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