Exhibits

EXHIBIT 33 – Estate Administration Disclosure

EXHIBIT 34 – Acknowledgement Portability

EXHIBIT 35 – Acknowledgement of Trustee Notification

EXHIBIT 36 – Acknowledgment of Information Given

EXHIBIT 37 – Trustee Duties Upon Funding

EXHIBIT 38 – Estate Administration Fee Schedule

EXHIBIT 39 – Why Choose Us to Administer Your Trust or Estate Flyer

EXHIBIT 40 – Not Retained Follow-Up Letter

EXHIBIT 41 – Estate Administration WIP Report

EXHIBIT 42 – Doctor Letter Instructions Letter

EXHIBIT 43 – Incapacity Package Opening Letter

EXHIBIT 44 – Durable Power of Attorney Certification (1 Trustee)

EXHIBIT 45 – Durable Power of Attorney Certification (2 Trustees)

EXHIBIT 46 – Trust Certification (1 Trustee)

EXHIBIT 47 – Trust Certification (2 Trustees)

EXHIBIT 48 – Form SS-4 Application for Employer Identification Number

EXHIBIT 49 – HIPAA Authorization (1 Trustee)

EXHIBIT 50 – HIPAA Authorization (2 Trustees)

EXHIBIT 51 – Letter to Transfer Title (1 Trustee)

EXHIBIT 52 – Letter to Transfer Title (2 Trustees)

EXHIBIT 53 – Affidavit of Change of Trustee

EXHIBIT 54 – Small EA Package Opening Letter (Deaths Before April 2022)

EXHIBIT 55 – 13101 Declaration (Deaths Before April 2022)

EXHIBIT 56 – Small EA Package Opening Letter (Deaths After April 2022)

EXHIBIT 57 – 13101 Declaration (Deaths After April 2022)

EXHIBIT 58 – Affidavit of Death and Change of Trustee

EXHIBIT 59 – AB & ABC Funding Opening Letter (NO 706)

EXHIBIT 60 – AB & ABC Funding Opening Letter (WITH 706)

EXHIBIT 61 – Client To-Do List – Asset Collection

EXHIBIT 62 – Assignment Form

EXHIBIT 63 – Fiduciary Statement Regarding Value of Personal Property

EXHIBIT 64 – Authorization to Release Information

EXHIBIT 65 – Beneficiary Package Opening Letter (with Trust Certification)

EXHIBIT 66 – Beneficiary Package Opening Letter (without Trust Certification)

EXHIBIT 67 – General Trustee Procedures

EXHIBIT 72 – AB Trust Affidavit of Death of Trustee

EXHIBIT 73 – Beneficiary Affidavit of Death (1 Trustee)

EXHIBIT 74 – Beneficiary Affidavit of Death (2 Trustees)

EXHIBIT 75 – Quitclaim Deed (1 Trustee)

EXHIBIT 76 – Quitclaim Deed (2 Trustees)

EXHIBIT 77 – LA County Preliminary Change of Ownership Report (PCOR)

EXHIBIT 78 – Change in Ownership Statement (BOE-502-D)

EXHIBIT 79 – Claim for Reassessment Exclusion – Parent to Child (BOE-19-P – PROP 19)

EXHIBIT 80 – Claim for Reassessment Exclusion – Grandparent to Grandchild (BOE-19-G)

EXHIBIT 81 – Claim for Homeowners’ Property Tax Exemption (BOE-266)

EXHIBIT 82 – Notice to California Franchise Tax Board

EXHIBIT 83 – Notice to Department of Health Care Services

EXHIBIT 84 – Disclaimer Cover Letter

EXHIBIT 85 – AB Funding Disclaimer

EXHIBIT 86 – Disclaimer of Inherited property

EXHIBIT 87 – 706 Exhibit Cover Pages

EXHIBIT 88 – 706 Schedules

EXHIBIT 89 – Cover Letter for Application for Form 706 Extension (No Tax Due)

EXHIBIT 90 – Form 4768 Application for 706 Extension

EXHIBIT 91 – IRS Cover Letter (No Tax Due)

EXHIBIT 92 – IRS Form 706 – Estate Tax Return

EXHIBIT 93 – Asset Allocation Chart

EXHIBIT 94 – Financial Institution Follow-Up Tracker

EXHIBIT 95 – Non-Trust Asset – Life Insurance

EXHIBIT 96 – Non-Trust Asset – Trustee is Beneficiary

EXHIBIT 97 – Non-Trust Asset (1st Death, Surviving Spouse is Owner)

EXHIBIT 98 – Non-Trust Asset (Owned Jointly with Another Person)

EXHIBIT 99 – Trust Asset – Life Insurance

EXHIBIT 100 – Trust Assets

EXHIBIT 101 – Procedures for Follow-Up Phone Calls to Financial Institutions

EXHIBIT 102 – EA Portfolio Book TOC – AB Trust without 706

EXHIBIT 103 – EA Portfolio Book TOC – AB Trust with 706

EXHIBIT 104 – AB Letter of Instruction

EXHIBIT 105 – AB Personal Property Grant & Assignment

EXHIBIT 106 – AB Funding Quitclaim Deed

EXHIBIT 107 – Assignment of Promissory Notes

EXHIBIT 108 – AB Survivor_s Trust Certification

EXHIBIT 109 – AB Funding Letters

EXHIBIT 110 – AB Exemption Trust Certification

EXHIBIT 111 – AB Letter to Income Tax Preparer

EXHIBIT 112 – AB Statement of Legal Services Rendered

EXHIBIT 113 – AB Asset Allocation Signature Page

EXHIBIT 114 – EA Portfolio Book TOC – ABC Trust without 706

EXHIBIT 115 – EA Portfolio Book TOC – ABC Trust with 706

EXHIBIT 116 – ABC Letter of Instruction

EXHIBIT 117 – ABC Personal Property Grant & Assignment

EXHIBIT 118 – ABC Funding Letters

EXHIBIT 119 – Marital Trust Certification

EXHIBIT 120 – ABC Statement of Legal Services Rendered

EXHIBIT 121 – Beneficiary Package Cover Letter (Settlement Agreement)

EXHIBIT 122 – Beneficiary Package Cover Letter Closings (When Mailed)

EXHIBIT 123 – Final Settlement Agreement (1 Trustee)

EXHIBIT 124 – Final Settlement Agreement (2 Trustees)

EXHIBIT 125 – Beneficiary Package Cover Letter Acknowledgement of Receipt

EXHIBIT 126 – Beneficiary Package Cover Letter for Acknowledgement of Receipt (Advance Distribution)

EXHIBIT 127 – Beneficiary Package Cover Letter for Final Distribution from Reserve Account

EXHIBIT 128 – Acknowledgement of Receipt (1 Trustee)

EXHIBIT 129 – Acknowledgement of Receipt (2 Trustees)

EXHIBIT 130 – Acknowledgement of Receipt (Bequests)

EXHIBIT 131 – Beneficiary Package Cover Letter for Invoice

EXHIBIT 132 – Beneficiary Package Cover Letter for Acknowledgement of Receipt (PAT Certification)

EXHIBIT 133 – Personal Asset Trust Certification of Trust

EXHIBIT 134 – Agreement Not to Fund the PAT

EXHIBIT 135 – Special Needs Trust Certification of Trust

EXHIBIT 136 – IRA Inheritance Trust® Trust Certification

EXHIBIT 137 – Estate Administration Resources