@extends('layouts.v2.frontend-user-backend') @section('title', '| Revocable Living Trust') @section('content') @include('frontend.forms.v2.Revocable-Living-Trust.stepIndicator')
Revocable Living Trust form summary
@if(session('error')){{--To show error if deduct by controller--}}
{{ session('error') }}
@endif @if(session('info')){{--To show information if deduct by controller--}}
{{ session('info') }}
@endif

Revocable Living Trust

A flexible Trust that allows you to retain control during your lifetime and streamline the transfer of assets to heirs.


Grantor

Are You Creating This Living Trust
With Anyone Else?
{{ ucwords(($RevocableTrustData['grantor_info']['grantor']['creating_this_living_trust_with_anyone_else'])??'Not Specified') }}
@if(isset($RevocableTrustData['grantor_info']['grantor']['creating_this_living_trust_with_anyone_else']) && $RevocableTrustData['grantor_info']['grantor']['creating_this_living_trust_with_anyone_else'] == "yes")
Who Are You Creating This Trust With? {{ ucwords(($RevocableTrustData['grantor_info']['grantor']['who_are_you_creating_this_trust_with'])??'-') }}
@endif

Your details

Property Type {{ ucwords(($RevocableTrustData['property']['type'])??'-') }}
Name {{ ucwords(($RevocableTrustData['author_info']['author']['name'])??'Not Specified') }}
Street Address1 {{ ucwords(($RevocableTrustData['author_info']['author']['street_1'])??'Not Specified') }}
Street Address2 {{ ucwords(($RevocableTrustData['author_info']['author']['street_2'])??'Not Specified') }}
City {{ ucwords(($RevocableTrustData['author_info']['author']['city'])??'Not Specified') }}
Country {{ ucwords(($RevocableTrustData['author_info']['author']['country_name'])??'Not Specified') }}
State {{ ucwords(($RevocableTrustData['author_info']['author']['state_name'])??'Not Specified') }}
ZIP Code {{ ucwords(($RevocableTrustData['author_info']['author']['zip_code'])??'Not Specified') }}

Location

Country {{ ucwords(($RevocableTrustData['author_info']['author']['state_location_name']) ?? 'Not Specified') }}
State {{ ucwords(($RevocableTrustData['author_info']['author']['country_location_name']) ?? 'Not Specified') }}

Spouse Details

@if(isset($RevocableTrustData['spouse_info'])) @if((isset($RevocableTrustData['spouse_info']['spouse']['do_you_have_a_spouse']) && $RevocableTrustData['spouse_info']['spouse']['do_you_have_a_spouse']==="no"))
Spouse Not Specified
@else @if((isset($RevocableTrustData['spouse_info']['spouse']['do_you_have_a_spouse']) && $RevocableTrustData['spouse_info']['spouse']['do_you_have_a_spouse']!="no") || (isset($RevocableTrustData['grantor_info']['grantor']['creating_this_living_trust_with_anyone_else']) && $RevocableTrustData['grantor_info']['grantor']['creating_this_living_trust_with_anyone_else'] === "yes" && (isset($RevocableTrustData['grantor_info']['grantor']['who_are_you_creating_this_trust_with'])) && $RevocableTrustData['grantor_info']['grantor']['who_are_you_creating_this_trust_with'] === "My spouse"))
Name {{ ucwords($RevocableTrustData['spouse_info']['spouse']['name']??"Not Specified") }}
@endif @if((isset($RevocableTrustData['grantor_info']['grantor']['creating_this_living_trust_with_anyone_else']) && $RevocableTrustData['grantor_info']['grantor']['creating_this_living_trust_with_anyone_else']=="yes") && $RevocableTrustData['grantor_info']['grantor']['who_are_you_creating_this_trust_with'] == "My spouse")
City {{ ucwords($RevocableTrustData['spouse_info']['spouse']['city']??"Not Specified") }}
Country {{ ucwords($RevocableTrustData['spouse_info']['spouse']['country_name']??"Not Specified") }}
State {{ ucwords($RevocableTrustData['spouse_info']['spouse']['state_name']??"Not Specified") }}
@endif @endif @else
Spouse Not Specified
@endif @if( !empty($RevocableTrustData['grantor_info']) && isset($RevocableTrustData['grantor_info']['grantor']['creating_this_living_trust_with_anyone_else']) && $RevocableTrustData['grantor_info']['grantor']['creating_this_living_trust_with_anyone_else'] === 'yes' && isset($RevocableTrustData['grantor_info']['grantor']['who_are_you_creating_this_trust_with']) && $RevocableTrustData['grantor_info']['grantor']['who_are_you_creating_this_trust_with'] === "Someone else" )

Second Grantor Details

@if(isset($RevocableTrustData['second_grantor_info']))
Name {{ ucwords($RevocableTrustData['second_grantor_info'][0]['name']??"Not Specified") }}
City {{ ucwords($RevocableTrustData['second_grantor_info'][0]['city']??"Not Specified") }}
Country {{ ucwords($RevocableTrustData['second_grantor_info'][0]['country_name']??"Not Specified") }}
State {{ ucwords($RevocableTrustData['second_grantor_info'][0]['state_name']??"Not Specified") }}
@else
Second Grantor Not Specified
@endif
@endif

Trustee Details

@if(isset($RevocableTrustData['trustees_info']['trustee']))
Will You Control Your Assets As Trustee? {{ ucwords(strval($RevocableTrustData['trustees_info']['trustee']['will_you_control_your_assets_as_trustee'] ?? "Not Specified")) }}
@if(!empty($RevocableTrustData['trustees_info']) && isset($RevocableTrustData['trustees_info']['trustee']['will_you_control_your_assets_as_trustee']) && $RevocableTrustData['trustees_info']['trustee']['will_you_control_your_assets_as_trustee']==="no") @foreach($RevocableTrustData['trustees_info']['trustee']['child_trustees'] as $child_trustee)
Name {{ ucwords($child_trustee['name']??"Not Specified") }}
City {{ ucwords($child_trustee['city']??"Not Specified") }}
Country {{ ucwords($child_trustee['country_name']??"Not Specified") }}
State {{ ucwords($child_trustee['state_name']??"Not Specified") }}
@endforeach @endif @else
Trustee Not Specified

@endif

Successor Trustees

@if(isset($RevocableTrustData['successor_trustee_info']['successors'])) @if(isset($RevocableTrustData['successor_trustee_info']['successors'])) @foreach($RevocableTrustData['successor_trustee_info']['successors'] as $successor)
Name {{ ucwords($successor['name']??"Not Specified") }}
City {{ ucwords($successor['city']??"Not Specified") }}
Country {{ ucwords($successor['country_name']??"Not Specified") }}
State {{ ucwords($successor['state_name']??"Not Specified") }}

@endforeach @endif @else
Trustee Not Specified

@endif

Assets

@if(isset($RevocableTrustData['assests_info'])) @if(isset($RevocableTrustData['assests_info']['asset'])) @php $hasVisibleAsset = false; @endphp @foreach($RevocableTrustData['assests_info']['asset'] as $index => $asset) @php $type = trim($asset['type'] ?? ''); $description = trim($asset['description'] ?? ''); @endphp @if($type !== '' || $description !== '') @php $hasVisibleAsset = true; @endphp
Type {{ ucwords(str_replace('_', ' ', $type)) ?: 'Not Specified' }}
Description {!! nl2br(e(ucwords($description))) ?: 'Not Specified' !!}
@endif @endforeach @unless($hasVisibleAsset)
Assets Not Specified
@endunless @else
Assets Not Specified
@endif @else
Assets Not Specified
@endif

Gifts Recipients

@if(isset($RevocableTrustData['gifts_info']) && (isset($RevocableTrustData['gifts_info']['do_you_want_to_gift_anything_from_your_living_trust'])) && $RevocableTrustData['gifts_info']['do_you_want_to_gift_anything_from_your_living_trust']==='yes') @if(isset($RevocableTrustData['gifts_info']['gifts'])) @foreach($RevocableTrustData['gifts_info']['gifts'] as $gift)
Name {{ ucwords($gift['name']??"Not Specified") }}
City {{ ucwords($gift['city']??"Not Specified") }}
Country {{ ucwords($gift['country_name']??"Not Specified") }}
State {{ ucwords($gift['state_name']??"Not Specified") }}
Description {{ ucwords($gift['description']??"Not Specified") }}
Recipient Is a Minor? @if(!isset($gift['is_minor'])) Not Specified @else @if(isset($gift['is_minor']) && $gift['is_minor'] == 1) Yes @else No @endif @endif
@if(isset($gift['is_alternate_recipient']) && $gift['is_alternate_recipient'] == 1)

Alternate Recipients

Name {{ ucwords($gift['alternate_recipient']['name']??"Not Specified") }}
City {{ $gift['alternate_recipient']['city']??"Not Specified" }}
Country {{ ucwords($gift['alternate_recipient']['country_name']??"Not Specified") }}
State {{ ucwords($gift['alternate_recipient']['state_name']??"Not Specified") }}
@endif @endforeach @endif @else
Gifts Not Specified

@endif

Beneficiaries

@if(!empty($RevocableTrustData['beneficiaries']) && is_array($RevocableTrustData['beneficiaries'])) @php function ordinal($number) { $suffix = ['th','st','nd','rd','th','th','th','th','th','th']; if (($number % 100) >= 11 && ($number % 100) <= 13) return $number . 'th'; return $number . $suffix[$number % 10]; } @endphp @foreach($RevocableTrustData['beneficiaries'] as $beneficiary)

{{ ordinal($loop->iteration) }} Beneficiary

Type {{ ucwords($beneficiary['type'] ?? '-') }}
@switch($beneficiary['type'] ?? '') @case('person') Full Name @break @case('charity') Organization Name @break @case('business') Company Name @break @default Name @endswitch {{ ucwords($beneficiary['name'] ?? '-') }}
City {{ ucwords($beneficiary['city'] ?? '-') }}
Country {{ ucwords($beneficiary['country_name'] ?? '-') }}
State {{ ucwords($beneficiary['state_name'] ?? '-') }}
Recipient Is a Minor? @if(isset($beneficiary['is_minor'])) {{ $beneficiary['is_minor'] == 1 ? 'Yes' : 'No' }} @else Not Specified @endif
@if(!empty($beneficiary['is_alternate_beneficiary']) && !empty($beneficiary['alternate_beneficiaries']))

Alternate Beneficiary

Name {{ ucwords($beneficiary['alternate_beneficiaries']['name'] ?? '-') }}
City {{ ucwords($beneficiary['alternate_beneficiaries']['city'] ?? '-') }}
Country {{ ucwords($beneficiary['alternate_beneficiaries']['country_name'] ?? '-') }}
State {{ ucwords($beneficiary['alternate_beneficiaries']['state_name'] ?? '-') }}
@endif
@if(!$loop->last)
@endif @endforeach @else
Beneficiaries Not Specified
@endif

Division of Assets

Division {{ ucwords($RevocableTrustData['beneficiary_share']['beneficiary_division'] ?? "Not Specified") }}
@if(!empty($RevocableTrustData['beneficiary_share']) && !empty($RevocableTrustData['beneficiaries']) && $RevocableTrustData['beneficiary_share']['beneficiary_division'] === "Unequally") @foreach($RevocableTrustData['beneficiaries'] as $index => $beneficiary)
Name {{ ucwords($beneficiary['name'] ?? "Not Specified") }}
Share {{ isset($RevocableTrustData['beneficiary_share'][$index]['share']) ? $RevocableTrustData['beneficiary_share'][$index]['share']."%" : "Not Specified" }}
@endforeach @endif

Minor Beneficiaries

When do you want your minor beneficiaries to receive their inheritance from the Living Trust? {{ ucwords($RevocableTrustData['beneficiary_minor']['beneficiary_inheritance'] ?? "Not Specified") }}
@if( !empty($RevocableTrustData['beneficiary_minor']) && !empty($RevocableTrustData['beneficiary_minor']['beneficiary_minor_other_age']) && isset($RevocableTrustData['beneficiary_minor']['beneficiary_inheritance']) && $RevocableTrustData['beneficiary_minor']['beneficiary_inheritance'] == "Other age" )
Age {{$RevocableTrustData['beneficiary_minor']['beneficiary_minor_other_age'] ?? "Not Specified" }}
@endif

Additional Terms

@if(isset($RevocableTrustData['additionals']))
Do You Want Your Final
Taxes And Debts To Be Paid Out Of
Your Living Trust?
{{ ucwords(($RevocableTrustData['additionals']['taxes_and_debts_to_be_paid'])??'Not Specified') }}
Do You Want Your Funeral Costs And
Other Final Expenses To Be Paid Out Of
Your Living Trust?
{{ ucwords(($RevocableTrustData['additionals']['funeral_other_expenses_to_be_paid'])??'Not Specified') }}
@else
Terms Not Specified
@endif

Pour Over Will

@if(isset($RevocableTrustData['pour_over']))
Does The First Grantor Want To Create a Pour-Over Will Now? The Pour-Over Will Transfers Missed Assets Into Your Trust Upon Your Death. {{ ucwords(($RevocableTrustData['pour_over']['does_the_first_grantor_want_to_create_a_pour_over_will_now'])??'Not Specified') }}
@if(!empty($RevocableTrustData['grantor_info']['grantor']['creating_this_living_trust_with_anyone_else']) && $RevocableTrustData['grantor_info']['grantor']['creating_this_living_trust_with_anyone_else']==="yes")
Does the second grantor want to create a Pour-Over Will now? The Pour-Over Will transfers missed assets into your trust upon your death. {{ ucwords(($RevocableTrustData['pour_over']['does_the_second_grantor_want_to_create_a_pour_Over_will_now'])??'Not Specified') }}
@endif @else
Pour Over Will Not Specified
@endif

Executors

@if(isset($RevocableTrustData['executors']))
Do You Want Your Successor Trustee
To Administer Your estate?
@if(!empty($RevocableTrustData['executors']) && isset($RevocableTrustData['executors']['do_you_want_your_successor_trustee_to_administer_your_estate'])){{ucwords($RevocableTrustData['executors']['do_you_want_your_successor_trustee_to_administer_your_estate'])}} @else Not Specified @endif
@if(isset($RevocableTrustData['executors']['do_you_want_your_successor_trustee_to_administer_your_estate']) && $RevocableTrustData['executors']['do_you_want_your_successor_trustee_to_administer_your_estate'] === 'yes') @if(isset($RevocableTrustData['executors']['alternate_executors']))

Who do you want to administer your estate?

@foreach($RevocableTrustData['executors']['alternate_executors'] as $executor)
Name {{ ucwords($executor['name']??"Not Specified") }}
City {{ ucwords($executor['city']??"Not Specified") }}
Country {{ ucwords($executor['country_name']??"Not Specified") }}
State {{ ucwords($executor['state_name']??"Not Specified") }}
@endforeach @endif @endif @else
Executors Not Specified
@endif

Signing Details

@if(isset($RevocableTrustData['signing']))
When Will You Sign Your Living Trust? @if(isset($RevocableTrustData['signing']['specify_date'])) @if($RevocableTrustData['signing']['specify_date'] == "no") Unsure @else {{$RevocableTrustData['signing']['date_to_sign'] ?? "Not Specified"}} @endif @else Not Specified @endif
Where Will You Sign Your Documents? {{ucwords($RevocableTrustData['signing']['city'] ?? "Not Specified")}}
How Many Witnesses Will Sign This Living Trust? @if(!empty($RevocableTrustData['signing']['witnesses'])) @if($RevocableTrustData['signing']['witnesses'] == 1) Notary Public Only @elseif($RevocableTrustData['signing']['witnesses'] == 2) One Witness And a Notary Public @elseif($RevocableTrustData['signing']['witnesses'] == 3) Two Witnesses And a Notary Public @endif @else Not Specified @endif
@else
Signing Not Specified
@endif

Final Details

Created At {{-- {{ $RevocableTrustData['created_at'] ?? 'Not specified' }} --}} {{ isset($RevocableTrustData['created_at']) ? date('m/d/Y h:i A', strtotime($RevocableTrustData['created_at'])) : 'Not specified' }} (EST)
Updated At {{-- {{ $RevocableTrustData['updated_at'] ?? 'Not specified' }} --}} {{ isset($RevocableTrustData['updated_at']) ? date('m/d/Y h:i A', strtotime($RevocableTrustData['updated_at'])) : 'Not specified' }} (EST)
{{--START = *If payment has been done then client can not able to edit form. But they have to click in "Edit" Button from Preview page. The Request will be send to Admin. If Admin Approve their Edit Request then Client will receive And email And Can see the Edit Button on Dashboard. When Client is click on that button then edit_status will be 1 in db table. then Client can start the update process. And they have to have to for submit their details. * To update edit_status, edit_count check the function - upadateStatusIfClickOnEdit in app\Classes\HandleUserEditFormRequest.php which is callling in index function for every form controller. --}} {{--START - current step route - User should jump to the last left steps page--}} {{-- @if (isset($RevocableTrustData['last_step'])) @php $currentStepRouteRLT = "RevocableLivingTrust.create.step." . $RevocableTrustData['last_step']; @endphp @else @php $currentStepRouteRLT = 'RevocableLivingTrustForm'; @endphp @endif --}} @php $currentStepRouteRLT = 'RevocableLivingTrust.resetForm'; @endphp {{--END - current step route - User should jump to the last left steps page--}} @if (($RevocableTrustData['payment_status'] !== 'succeeded' && $RevocableTrustData['payment_status'] !== 'paid') || (isset($RevocableTrustData['edit_request_data']['approve_status']) && ($RevocableTrustData['edit_request_data']['approve_status'] == '1') && ($RevocableTrustData['edit_request_data']['edit_status'] !== '0') && ($RevocableTrustData['edit_request_data']['payment_status'] !== 'succeeded' && $RevocableTrustData['edit_request_data']['payment_status'] !== 'paid'))) {{---To saving will document preview data --START--}}
@csrf
{{---To saving will document pre view data--- END--}} {{--Open Payment Process Separate Page----START--}} {{---To Check if payment has not done and status is NULL or empty then paynow buttun will show--}} {{-- it will redirect to payment process page after take required data from here and post it to that page --}}
@csrf {{--START - After intial payment now if client want to update their details then they to pay again.Payment Form will be same only price will be changed So thats why only button name has changed--}} @if(($RevocableTrustData['edit_request_data'] && $RevocableTrustData['edit_request_data']['approve_status'] == '1') || (isset($RevocableTrustData['edit_status']) && $RevocableTrustData['edit_status'] > 0)) @php $paynow = "Submit"; // Payment for updating details $edit_submit_modal_id = "edit_submit_disclaimer"; // Showing Edit Disclaimer Message before "payment process form" by this Modal id @endphp @else @php $paynow = 'Pay Now'; // Initial Payment $edit_submit_modal_id = ''; @endphp @endif {{--END - After intial payment now if client want to update their details then they to pay again.Payment Form will be same only price will be changed--}} @if(!$record_completion) @else @endif
{{--Open Payment Process Separate Page----END--}} @else {{-- /* * Author: Gurupriya Solanki * Updated date: 24 May 2024 * Description: Free Edit Save * Send Updated Will Document on Vtiger CRM and update path in last payment record in payments table For Free Edit Save * After payment has done we are sending document to Vtiger CRM and updating path in payments table by payment Controller. But As we have Free Edit Functionlity and At that time we dont have "Pay Now" option so We are updating the pdf by "Save" Button. Vtiger Storing as new latest pdf and path will update in payment table. */ --}} @if((isset($RevocableTrustData['free_edit_option_show']) && $RevocableTrustData['free_edit_option_show'] == true)) {{---To saving will document preview data --START--}}
@csrf {{--for unique identify to call vtiger function in controller--}}
{{---To saving will document pre view data--- END--}} @else {{-- /* * Author: Vidhi Shah * Updated date: 26th Mar 2024 * Description: Add edit option for paid forms */ --}} @endif @endif {{--END = If payment has been done then client can not able to edit form --}}
{{-- /** * Author : Gurupriya Solanki * Description : After Approve Form Edit Request User can Cancel that request * Created Date : 15 Jan 2025 */ --}} @if($RevocableTrustData['cancel_edit_request_data'] && ($RevocableTrustData['cancel_edit_request_data']['payment_status'] !== 'succeeded' && $RevocableTrustData['cancel_edit_request_data']['payment_status'] !== 'paid') && $RevocableTrustData['cancel_edit_request_data']['approve_status'] )

*To cancel the edit request, Click Here

@endif
@include('frontend.modals.paynowPopup') {{-- Payment modal --}} @include('frontend.modals.commanPaymentModal') {{-- Payment modal:Ends --}} {{-- Showing Message when click on Edit Button in Modal: Starts here--}} @include('frontend.modals.editRequestOptionPopup') {{-- Showing Message when click on Edit Button in Modal: Ends here--}} {{-- Showing Disclaimer when click on Edit Submit Button in Modal: Starts here--}} @include('frontend.modals.editSubmitDisclaimerPopup') {{-- ShowingDisclaimer Message when click on Edit Submit Button in Modal: Ends here--}} {{-- /** * Author : Gurupriya Solanki * Description : After Approve Form Edit Request User can Cancel that request * Created Date : 15 Jan 2025 */ Showing Confirmation to Cancel edit Request Modal: Starts here--}} @include('frontend.modals.cancelFormEditRrequest') {{--Showing Confirmation to Cancel edit Request Modal: Ends here--}} @endsection @section('page-js') @if($RevocableTrustData['edit_request_data']) {{-- /* * Author: Vidhi Shah * Updated date: 26th Mar 2024 * Description: Add edit option for paid forms */ --}} @else {{-- /* * Author: Gurupriya Solanki * Company: Birbals Inc. * Created date: 18 April 2024 * Description: This Modal Pop is showing when Client is click on Edit button to show Disclaimer. Then after confirm Edit request will send to Admin and sending email as well. If Request is already sent then this modal will not show */ --}} @endif {{-- /** * Author : Gurupriya Solanki * Description : After Approve Form Edit Request User can Cancel that request * Created Date : 15 Jan 2025 */ --}} @if($RevocableTrustData['cancel_edit_request_data'] && ($RevocableTrustData['cancel_edit_request_data']['payment_status'] !== 'succeeded' && $RevocableTrustData['cancel_edit_request_data']['payment_status'] !== 'paid') && $RevocableTrustData['cancel_edit_request_data']['approve_status'] ) @endif @endsection