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Table of Contents
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Pg 2-1 Article I Name of Trust Article II Identification Article III Trstee Appointment
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Pg 2-2. ARTICLE IV ASSETS OF TRUST ARTICLE V TRUSTEE POWERS
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Pg 1 1st Amendment Article III Trustee Appointment
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Pg 2 1st Amendment Article III Trustee Appointment
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Pg 3 1st Amendment Article III Appointment of Trustee
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Pg 2-3 (A)Trust Assets (B)(C)(D)Securities (D.1)(1)(a)
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Pg 2-4 D.1(1)(b)D.1(1)(c)D.1(1)(d)D.1(1)(e)D.1(1)(f)) D.1(2) D.1(3)
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Pg 2-5 D.1(4)(a)D.1(4)(b)D.1(4)(c)D.1(4)(d) D.1(5) (E)(F)(G)(H)
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Pg 2-6 (I)(J)(K)(L)(M)(N)(O)(P)
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Pg 2-7 (Q)(R)(S)(T)(U(a)U(b)U(c)U(d)
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Pg 2-8 (U(e)i-(U)(e)xi (U(e1)
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Pg 2-9 (U)(e2)(U)(e3)(U)(e4) (V)(W)(X)
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Pg 2-10 (Y)(Z)(Z)Retirement Accounts(1) (Z)(2)
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Pg 2-11 (Z)(3)(Z)(3)(a) (AA)Digital Assets (BB)Powers of Invasion
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Pg 2-12 (CC) 9. ARTICLE VI TRUST ADMINISTRATION DURING LIFE OF TRUSTOR VI10 VI11 VI12
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Pg 2-13 VI12(A)-VI12(I)
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Pg 2-14 ARTICLE VII DISTRIBUTIONS DURING LIFETIME OF TRUSTOR VII13 VII13(A)- VII13(E) VII13.1
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Pg 2-15 VI14 VI15 ARTICLE VIII TRUST ADMINISTRATION AFTER TRUSTOR'S DEATH VIII16 VIII17 VIII18 VIII19
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Pg 2-16 VI20 VI21 ARTICLE IX TRUSTOR'S DEATH IX22(A)BENEFICIARIES AND DISTRIBUTIONS (IX22)(A)(1)(2)
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Pg 2-17 (IX22)(3)(A) (IX22)(3)(B)(IX22)(3)(C) DEATH OF BENEFICIARY
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Pg 2-18 (IX22)(3)(D) (IX22)(3)(D)(1-4)
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Pg 2-19 (IX22)(3)(E)(1-4)
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Pg 2-20 (IX22)(3)(F)(1-5)
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Pg 2-21 (IX22)(3)(G)(1)(IX22)(3)(G)(2)(a-d) AUTHORIZED ACTIONS AT MY DEATH
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Pg 2-22 (IX23) ARTICLE X TRUSTEE PROVISIONS (X24)(X25)(X26)(X27)
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Pg 2-23 (X28)(X29)(X30)(X31)(X32)
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Pg 2-24 (X33)(X34) ARTICLE X1 TRUST ADMINISTRATION (X135)
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Pg 2-25 (X36)(X37)(X38)(X39)(X40)(X41)(X42)(X43)
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Pg 2-26 (X44) ARTICLE XII TERMS AND DEFINITIONS (XII45)(XII46)(XII47)(XII48)(XII49)
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Pg 2-27 (XII50)(XII51)(XII52)(XII53)(XII54)(XII55)(XII56)(XII57)(XII58)
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Pg 2-28 SIGNATURE PAGE
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Pg 2 -29 Schedule A (unused)
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Pg 3-1 ASSIGNMENT OF PERSONAL PROPERTY TO TRUSTEES
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Pg 4-1 DURABLE POWER OF ATTORNEY FOR MANAGEMNT OF PROPERTY AND PERSONAL AFFAIRS
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Pg 4-2 DURABLE POWER OF ATTORNEY (I)(1)(I)(2)(I)(3)
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Pg 4-3 DURABLE POWER OF ATTORNEY (I)(4)(I)(5)(I)(6)(I)(7)
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Pg 4-4 DURABLE POWER OF ATTORNEY (I)(8)(I)(9)(a-e)
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Pg 4-5 DURABLE POWER OF ATTORNEY (I)(10)(I)(11)(I)(12)(I)(13)
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Pg 4-6 DURABLE POWER OF ATTORNEY (I)(14)(I)(15)(I)(16)(I)(17)
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Pg 4-7 DURABLE POWER OF ATTORNEY (I)(18)(I)(19) II GENERAL GRANT OF POWERS II(1)
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Pg 4-8 GENERAL GRANT OF POWERS II(2)II(3)II(4) IIIa AUTHORITY TO DELEGATE III(1)
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Pg 4-9 AUTHORITY TO DELEGATE II(2)II(3) SUCCESSOR AGENT
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Pg 4-10 Signature Page
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Pg 4-11 ACKNOLEDGMENT OF AGENT
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Pg 5-1 DURABLE POWER OF ATTORNEY FOR HEALTH CARE DECISIONS
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PG 5-3 POWER OF ATTORNEY FOR HEALTH CARE 1.1, 1.2
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PG 5-4 POWER OF ATTORNEY FOR HEALTH CARE 1.3, 1.4
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POWER OF ATTORNEY FOR HEALTH CARE 1.5,1.6,1.7 INSTRUCTIONS FOR HEALTH CARE 2.1, 2.2
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5.6 INSTRUCTIONS FOR HEALTH CARE 2.3
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5.7 DONATION OF ORGANS AT DEATH 3.1
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5.8 Part 4 PRIMARY PHYSICIAN
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5.9 Part 5 Signature Page 5.1, 5.2
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5.10 ADDITIONAL STATEMENT OF WITNESSES 5.4
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7.1 OVERVIEW OF ESTATE PLANNING DOCUMENTS
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7.2 POUR-OVER WILL (LAST WILL AND TESTAMENT)
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7.3 FUNDING ACKNOWLEDGMENT
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7.4 FUNDING YOUR TRUST
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7.5
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7.6 DIRECTIVE TO THE SUCCESSOR TRUSTEE
