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Founding Member DARCI Registration Form

Home » Founding Member DARCI Registration Form
Founding Member DARCI Registration Formadmin2021-11-04T22:53:30-07:00
Please help Illuminote prepare in advance and make your DARCI registration appointment as smooth and fast as possible by answering the questions below. If you would prefer, there is a place below for you to give Galanti & Copenhaver permission to share your Papers and Particulars with Illuminote. But, YOU will still need to provide the information (name, date of birth, and email) for your People (trustors, trustees, successors, trusted persons).
1Appointment Date
2

Please select a desired appointment window between the weeks of December 6 and 13 from 8 AM - 4 PM.

Desired Week
Day
Day
Time Window

What is the full name, date of birth, and email address of the first (or only) trustor?

Name
MM slash DD slash YYYY
Email Address
Is this first (or only) trustor also a CURRENT trustee of the trust?

What is the full name, date of birth, and email address of the second trustor (if applicable)? (If NOT applicable, please leave blank.)

Name
MM slash DD slash YYYY
Email Address
Is this second trustor (if applicable) also a CURRENT trustee of the trust? (If NOT applicable, please select "no".)
Would you like Erika Copenhaver associated with this trust in Illuminote’s records?
Do you authorize Galanti & Copenhaver to share your trust’s Papers and Particulars with Illuminote?
MM slash DD slash YYYY
Is the trust revocable/amendable? (n.b., Illuminote is not yet set up to register irrevocable trusts but plans to include such registration in the near future. )
Who has the power to revoke or amend the trust? (select one)
What signatures are required to exercise trustee powers?
What powers over trust assets does the trustee have?
This field is for validation purposes and should be left unchanged.

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1160 North Dutton Ave., Ste. 100
Santa Rosa, CA 95401
Phone: 707-525-0404

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