Free Client Proposal!

Would you like to receive a client proposal illustrating the benefits of a charitable remainder trust? It is simple. Fill out the proposal worksheet below and send it to us. An example of the sample proposal is included in this web site. A completely filled out form is necessary to generate a printout. You can be an instant expert on charitable remainder trusts with this printout and our phone support.

You can't beat the price-FREE!

 
Client Name:
Second Client:
Client birthdate(s):


First Donor Date, Second Donor Date:

Type of Asset for Trust:
Value($):
If real estate, is it encumbered now:
Current annual net income from asset($):
Trust income to be paid:
Payout Time Frame:


Income Payout (%):
Estimated Trust Earnings (%):
Cost Basis ($):
Donor's tax bracket (%):

Advisor Information

Name:
Address:
City/State/ZIP:
Telephone:
Fax:
E-mail:
After pressing "send" wait until you see the notification screen that tells that your form was submitted successfully. Then Press the "back" button on your browser to return to Yellowstone Trust Administration.
Yellowstone Trust Administration, Inc.
2070 Overland, Suite 104 Billings, MT 59102 - Phone: (888) 343-3132 Fax: (406) 255-8685
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