| You are happy with your consultant’s explanation of the estate-planning process at this time? |
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| You are aware this planning is done in accordance with UK law? |
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| All questions have been answered to your satisfaction at this time. |
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| You are confident that funds for the payments will be available in the time-frame specified. |
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| You understand there are no monthly / annual / 10-year fees on a Heritage Protection Trust. |
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| You understand a member of the Estate-Planning Legal team will telephone you within the next 15 minutes to complete e-signing and take the initial set-up fee. |
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| Signatures |
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