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Armory Sponsor
8/28/2008 3:42:55 PM EDT
I was originally under the impression that one could add items to the trust without having to re-state it and get it notarised for each addition.  I thought the trustee had this power.  

The way the software operates, you need to restate the trust to add to Schedule A.  Bottom line, do I have to get it notarised for each addition?

This sucks, because I've got an approved form 4 at a dealer right now, and now I'll have to get the trust re-notarised before I can go pick it up.  
8/28/2008 4:00:09 PM EDT
[#1]
To add items to a typical trust, fill out an Assignment of property and print that out, sign it.  Then either print out an updated Schedule A or just write in the update w/ a pen.

You are now good to go, there is no "re-state'ing" of the trust.  If you want an assignment of property and the only way to get it is to jump through a bunch of hoops with the software to get it to generate one, then so be it, just discard the other stuff it generates.
8/28/2008 5:00:07 PM EDT
[#2]
I just made a trust with willmaker, what goes on the blanks for "Executed at _______, _______, on ______, _______"

I think the last two are the date, but what are the first two???
8/28/2008 5:01:49 PM EDT
[#3]
drift punch, that is not the way Willmaker operates unless it is f'd up some how.

Open Willmaker
Open the document
Welcome screen click next
check amend trust click next
Highlight Add/Remove property click next
Next screen tells you about adding/removing just click next
Click add item to list
Type description serial number etc and click next

It will ask you if the item has a title document.  Click no.
Now you need to print the amendments.  Basically it is going to print out the assignment of property and the updated schedule A.  That is all it will print.  It will not print the entire trust.  Fill out the property assignment and put it and the new schedule a with your original notarized document and you are done.  Make copies of what you need to send to ATF with the Form 1/4 which is a COPY or the original notarized trust and a COPY or the schedule A.
8/28/2008 5:03:31 PM EDT
[#4]

Quoted:
I just made a trust with willmaker, what goes on the blanks for "Executed at _CITY______, _STATE______, on _Month Day_____, _Year______"

I think the last two are the date, but what are the first two???
8/28/2008 7:18:13 PM EDT
[#5]
thanks!
8/28/2008 7:21:26 PM EDT
[#6]

Quoted:
drift punch, that is not the way Willmaker operates unless it is f'd up some how.

Open Willmaker
Open the document
Welcome screen click next
check amend trust click next
Highlight Add/Remove property click next
Next screen tells you about adding/removing just click next
Click add item to list
Type description serial number etc and click next

It will ask you if the item has a title document.  Click no.
Now you need to print the amendments.  Basically it is going to print out the assignment of property and the updated schedule A.  That is all it will print.  It will not print the entire trust.  Fill out the property assignment and put it and the new schedule a with your original notarized document and you are done.  Make copies of what you need to send to ATF with the Form 1/4 which is a COPY or the original notarized trust and a COPY or the schedule A.
I got what I needed, but mine won't print the schedule A without reprinting the trust.  It will do the assignement alone though...
8/29/2008 8:42:35 PM EDT
[#7]
Well, that's strange.  
8/30/2008 1:24:01 PM EDT
[#8]

Quoted:
Well, that's strange.  
I only have 3 print options:

- Declaratio of Trust
- Assignment(s) of property
- Letter to Successor Trustee

Where is the print schedule A feature?  I even see a reference to the fact that is CAN BE DONE in the help files.
Armory Sponsor