CREATING YOUR EQUITY HOLDING TRUST™

By default the "Settlor" and its spouse, or others appearing on the property's title, shall be assumed to be "the" beneficiary (one beneficiary). You may specify assignments of up to three (3) beneficiaries, including the Settlor (husband and wife are considered one beneficiary unit). However, do note that appointing a beneficiary whose name is not on a property's mortgage loan will create the appearance of a compromise of the lender's due-on-sale clause. Note that the first Beneficiary would normally be the Settlor (creator of the trust); however, additional "co" beneficiaries may be named by calling 1 (800) 207-4273 extension 2#.

For a SIMPLE TRUST

Just provide PROPERTY INFORMATION (listed below)

IMPORTANT

READ CAREFULLY
BEFORE PROCEEDING

Especially If this is your first NARS Equity Holding Trust™

You are about to create a real property conveyance via a NARS Equity Holding Trust™ transfer. This process is quite simple, but can require from as much as one-half hour to one full hour of your time if you have all requisite information in order before proceeding.

Note that upon completion of all data entry; you will be asked to specify which services you wish us to perform or arrange, from which your total charge will be calculated. You may alter and recalculate the list of services specified and the total to be charged at any time you wish prior to, or even after, placing your order. When you are satisfied with the completeness of the information submitted and your calculated fees, you will be asked to specify a mode of payment (credit card, money order or personal check to be mailed and cleared). For the sake of maximal time-service, we highly recommend the use of a credit card (M/C, VISA or AmEx). Instant processing can save several days of delay.

When we receive your data input and your confirmed order, all documents will be expertly constructed, carefully reviewed for accuracy, and will undergo full legal and accounting scrutiny and approval before release (usually within one working day). To confirm the data received and to collect any missing information, and verify your wish to proceed, NARS' documentation department will contact you by telephone. Watermarked rough-drafts of all forms will then be forwarded for your perusal, editing, alteration and/or amendment wherever necessary. After your necessary changes and/or corrections have been made, final documentation will be forwarded to you (or to your designated escrow or title officer) for final signing, settlement, disbursement of funds, and recordation of the transfer document (deed) in the public record. Delivery of documents will be (your choice) by: Email (PDF), UPS. Fed Ex or US Mail.

Upon your receipt of final documents, should further changes or corrections be in order, a third set will be mailed to you, or to your designated Escrow holder (on a distinct separate color of paper to avoid accidental mixing with the old forms) or forwarded by Email (PDF format).

Note that, except for the pre-paid Trustee Fee and/or any fee paid for hard services rendered (appraisal, pest report, geo. survey, title search or lot book report), all fees paid to NARS remain fully refundable should the transaction fail prior to possession by the acquiring party (as evidenced by completed documents or by receipt of the property's recorded deed in the office of the county recorder for the respective county). Following recordation of the deed or set-up by the trustee, no refunds will be made in any amount (notwithstanding refunds due relative to error).

Data Needed prior to commencing (if available: if not, NARS will gather any missing information):

Property Information:

Address
City

State

Zip

County

Type (SFR, Cndo, Twnhse, etc.)
Property's Identification Number (APN, TIN, Tax-key code, etc.)

FULL LEGAL DESCRIPTION (can usually be found on your deed or mortgage paperwork, on your property tax bill)

Data Needed prior to commencing a PACTrust™ of NEHTrust™
(if available: if not, NARS will gather any missing information):

It's not a simple as adding an RB and creating a lease agreement. There are many other documents that need to be gathered and added, of which none of these are required in a Simple Trust...

- Copy of the Deed of Trust
- Copy of the Note/s (1st & 2nd)
- Copy of Monthly Statements for Loan/s (1st & 2nd)
- Copy of the Hazard Policy
- Copy of the Property Tax Notice
- Conversion of Hazard Policy to a Landlord Policy
- Change of Address Forms for Taxes and Insurance
- Notice of Uninsured Deed
- Assignment of Beneficial Interest
- Beneficiary Agreement
- Net Sheet and Crossfoot Report
- Fee Disclosure Agreement
- Any Riders that may be required
- and then you can add the Net Lease and Occupancy Agreement

Not to mention the additional documentation and facilitation fees including an increase in the required monthly Trustee Fee.

Lender Information (for ALL lenders, 1st, 2nd 3rd, etc.)

Name, Billing And Payment Address
Phone Number

Account Number

Length Of Loan (Due Date)

Loan Balance
Break-Down of monthly costs (i.e., principal, interest, property tax, insurance and any other)
Contact's Name (if anyone in particular)

Insurance Information:

Agency
Broker

Address

Phone Number

Policy Number
Annual Premium

Monthly

Payment (how paid...monthly quarterly etc.)

Beneficiary Information:

Each Beneficiary's Name (W/Middle Initial)
Spouse's Name (W/Middle Initial)

Marital Status Of Each Party [married, single, unmarried (i.e., was married, but is no more), or a widowed man/woman]

Realtor Information:

Selling Agent

Listing Agent

Brokerage Name(s)

Business Address(es)

Telephone, Cell And Fax (all)
Commission To Be Paid

How Paid (paid in full, carried, participation, etc.)?

Escrow/Title Co. Information:

Escrow/Title Company Name

Escrow Officer/Agent's Name

Escrow Number

Address

Phone and Fax

Property Information:

Address
City

State

Zip

County

Type (SFR, Condo, Twnhse, etc.)
Property's Identification Number (APN, TIN, Tax-key code, etc.)

FULL LEGAL DESRIPTION (can usually be found on your deed or mortgage paperwork, on your property tax bill)

CREATE MY TRUST
and
Fax to 800-828-0684

We will prepare your preliminary trust documents, then forward them to you for your review and approval.
When you approve, you submit payment and the final documents are prepared and forwarded to you.

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