Powered x LivingTrustBuilder™ The easiest, fastest way to raise $50,000 to $50,000,000 Create the...

Powered x LivingTrustBuilder™

• The easiest, fastest way to raise $50,000 to $50,000,000

• Create the ultimate ‘brochure’ for investors, lenders and everyone else whose support you need!

• Intuitive & logical – makes sense along the way, helps you explain your concepts to bankers and investors

• 20+ years of refinement with real projects of all kinds!

Welcome to LivingTrustBuilderWelcome to LivingTrustBuilder


Why a living trust?Why a living trust?

If you’re single and have assets over $600,000, or if you’re married with combined assets over $1,000,000 (or if you have parents or grandparents who fit into this category), keep reading. You / they need a living trust. If you don’t get one, you’ll be giving hundreds of thousands to the government when you / they die, rather than passing your / their hard-earned assets on to your heirs (you!). The good news is, LivingTrustBuilder gives you the mechanisms and sound planning advice that can often save you from paying every cent of estate taxes, gift taxes and probate fees.

Control your legacyA living trust gives you more than just tax and probate savings. It also provides control. Control over how your affairs are managed after you pass on. Control over what happens to your business. It even gives you more control when you’re alive, by providing specific provisions on how you want to be cared for in the event of serious illness or incapacity, and how you want your affairs to be managed during that time. And when you know you’ve planned for every contingency, it gives you something even more priceless – peace of mind.


Getting Started with LivingTrustBuilderGetting Started with LivingTrustBuilder

1. LivingTrustBuilder provides a secure 128-bit system for developing and managing your business plan(s). Enter a 6-15 character username and password.

2. We install the application in your programs folder, but the JIAN Documents folder (data/document files) can be moved and shared. Default location:

1. XP/2000 - C:\Documents and Settings\All Users\Documents\JIAN Documents\(While browsing Folder name –Documents will be displayed as Shared Documents)

2. VISTA/7/8 - C:\Users\Public\Documents\JIAN Documents\

3. If you move the folder to a server or DropBox, click the Change button, then browse to the folder where you can access your shared trust(s).

4. Collaboration is easy… You can add as many users as you like. Other Living Trust Builder users can easily browse to the same folder on the server or your PC.


Access all of your JIAN projects hereAccess all of your JIAN projects here

If you are just getting started, click here.

Click on an active project. These can also include your Employee Policies Manual, Marketing Plan, Stock Options, and other projects developed using JIAN software.

You can use previous projects as templates for future projects (perfect for consultants).

This section applies to our BizPlanBuilder business planning software tool.


Choose the tools that you want.Choose the tools that you want.

JIAN uses the same software system to manage all of our tools.

LivingTrustBuilder’s progressive trust writing system let’s you start small and use what you need when you need it.

All products and variations include descriptions enabling you to choose which one is best for you.

All of our plan prototypes have been thoroughly updated.

Choose the JIAN tool and plan type you want

Click on the sections you want to include (you can easily add or remove them later).

Or “Select All”


Next, Fill in Global, Trust VariablesNext, Fill in Global, Trust Variables

Enter basic business variables.

You can either share this plan with your team or clients for collaboration or keep it private.

These will automatically fill-in throughout your plan.

You can come back to this page and make changes anytime you want – variables will automatically change in your plan when you reopen sections.

Click here to access further explanation & definitions


Intuitive User ManagementIntuitive User Management

You may add an unlimited number of users to enable collaboration – share your projects with your team and distribute the work!

This screen manages access.

You are “Admin”

Pull-down under ‘User’ to easily add as many other users as you would like.

‘Edit Permissions’ for each trust separately. (The same user list will appear, but you can set the access permissions per each individual trust.)

If a user has ‘No Access,’ the project will be hidden from their view.


Accessing & Working with the ContentAccessing & Working with the Content

The sections for your living trust are listed on the left.

This is a Microsoft Word document. These are Word menu icons – you already know how to use this system!

Double-click the document title to open the section for editing. Start atthe top and work your way down, or jump in anywhere you want.

Drag & drop to change the order of the sections.

To Change the Name of the section, RIGHT-click on it for a prompt

Include / Exclude sections to be printed and assembled into final plan.

Click and drag vertical bar to expand your workspace.

You can easily open any section and paste text from previous plans into LivingTrustBuilder.


Turn Expert Comments ON/OFF*

Click to the next variable.

Link to online User Manual.

Links to online resources.

Net Estate calculator enables you to list all assets

Preformatted documents use Style Sheets making it easy to control formatting throughout your plan.

*Expert comments throughout offer suggestions, explain issues, and give direction.

It’s easier to edit than to write from scratch! – Actual, usable text is already written for you – add, edit, and customize using Word.

Editing the Text Using MS Word


Index of All the Tools You’ll NeedIndex of All the Tools You’ll Need

You can add a copy of any component from the light gray area to your Current Trust. Trust components from other trusts will go into the white area, and will be included in your assembled trust as long as they are checked in the item list. If you decide you don’t want to use it in your final plan, simply uncheck the box to the right of the component name.

White: Current Plan Area—the elements you’ve already selected

Gray: Masters Area—all the plan elements, additional tools and files.

To Add a Section: Scroll down into the Gray area, click the [+] to open the sub-headings. RIGHT-click the SUB-heading to Add the section/document to your active trust.


Flexible document assembly system

There’s more you can do with this system.

Add any other document to your plan —easier than cutting & pasting.

Add a blank document—makes it easier for customization and format/style control.

Move or copy entire plans – move a plan from your private folder to your shared folder.

Export to HTMLUsing Word, you can also save your plan as HTML/ Web Page for posting to your website!

Automatically select specific financial model pages to include with your assembled plan.


Save, Assemble & Print Your TrustSave, Assemble & Print Your Trust

Click here to assemble and export your completed plan

Click here to SAVE your working document.

Use Save vs. Save-As – let the system manage the filing of your documents. (If you use Save-As, your docs will be put into some other folder that LivingTrust-Builder cannot locate on its own.)

Automatic FormatLivingTrustBuilder will automatically assemble your document and include page #s and a table of contents.


Requires Recent Microsoft UpdatesRequires Recent Microsoft Updates

Since LivingTrustBuilder uses Excel & Word (or Office), please be sure to visit Microsoft’s website to download all of the latest service packs!They’re FREE so please be sure to install them.

Anti-VirusYou may need to temporarily deactivate your virus protection programs when installing LivingTrustBuilder.More info on our homepage:www.JIAN.com

Click here for answers to FAQs


Who will run your business?

Will they do what you want?

Intuitive & logical – makes sense along the way, helps you put together your own living trust and manage your estate!

Easy to re-enter any time to edit and update.

Click Here for Technical Support

Click Here to Order

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Powered x LivingTrustBuilder™ The easiest, fastest way to raise $50,000 to $50,000,000 Create the...

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