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glossary of terms.

Frequently Asked Questions.

Or as we say…

The things you always wanted to know but are afraid to ask.

Can I do this from my phone?
Since you will be uploading documents we recommend you complete this on a desktop computer. 

How do I upload my documents?
It’s a very easy process and our system will guide you through it in 5-easy steps.

Do I need my financial advisor or my lawyer to take care of this?
You can register yourself using our 5-easy step registration process, or ask your financial advisor or lawyer to work with you through the process.

What documents do I need to get started?
You will need all the trust documents you have received from your lawyer when you created your trust. Most of the information will be on your Certificate of Trust and our system will tell you during the registration process what to look for. 

How do I scan my documents to pdf?
You can use a traditional copier machine with scanning abilities or download a free app on your phone to get your papers into a digital PDF format. There are multiple FREE options available in the Apple App Store or Google Play Store – look for Apps like CamScanner, Genius ScanPDF Scanner, or Acrobat Scan, etc. that work with our system.

Can I upload pictures of the trust documents?
For legal reasons, our system only works with Acrobat PDF files of your trust documents. 

Can I update my trust?
After your trust is registered on the D.A.R.C.i. Registry, you can still make any changes to your trust. You can choose the type of trust document you want to initiate by going to your Dashboard and clicking on ‘Initiate a New Trust Document’.
But keep in mind that you will have to complete registration of the new trust document to have it held up in court. 

How do I add an Amendment?
Log into your Dashboard and click on ‘Initiate a New Trust Document.’ You provide the amendment in pdf format and DARCi will provide the acknowledgment.

What is the difference between an acknowledgment and an affidavit? 

  • An acknowledgment is an illuminotarized document. 
  • An affidavit is a sworn statement that is documented in writing. 

How do I remove my trust from the D.A.R.C.i. Registry?
If you wish to remove your trust, you need to complete and register a Deregistration Amendment. You can find the Deregistration Amendment on your dashboard by clicking on ‘Initiate a New Trust Document’. 

Can I register my trust if I have a mortgage?
Yes, DARCi is registering your trust document, not the mortgage. 

How do I add and remove a trusted person?

  • To add a trusted person, go to your Dashboard and click on ‘Invite a Trusted Person’ and enter their email address when prompted.
  • To remove a trusted person, go to your Dashboard and click on the pencil icon next to ‘Trusted Person(s)’.

Can I have multiple records per DARCi number?
No, your DARCi number will follow a specific trust through all amendments and changes. Much like the VIN number of your car, it is unique. 

Can I add my family’s trust(s) to my account?
When you create your account you set up your dashboard. You will be able to see your own trust as well as any trust where you are listed as a settlor or trustee. 

Do you keep track of all changes/updates made?
Yes! We keep all of the historical data. 

Is it too late to use if an estate is already in litigation?
While D.A.R.C.i. registration will not affect litigation that has already begun, now is always a good time to begin collecting evidence. 

How long does illuminote keep my records after my death and execution of my estate?
After administration of the trust, illuminote will archive the records for an additional 5 years on the system unless global data privacy regulations require us to do differently. After 5 years plus one (1) day, a secondary archive can be provided upon request and payment of a fee. 

How long does illuminote keep my records after I delete my account?
We will not keep any data in our system unless required by global privacy regulations and clients will be made aware at the time of cancellation. 

How does illuminote collect and use my usage/personal information?
For more detailed information, view our privacy policy here.

What trusted third parties does illuminote share my information with?
For more detailed information, view our privacy policy here.

 

illuminotary FAQs

What is an illuminotary?
An illuminotary is a commissioned notary registered with illumnionte. The illuminotary provides the last step of the registration process on the D.A.R.C.i. registry.

Can I go to any notary to get my Trust registered on the D.A.R.C.i. Registry?
No, the illuminotary needs to be able to access the D.A.R.C.i. Registry through their Dashboard to download the registration papers and verify the identity of the person that has registered them.

What are the basic requirements for an illuminotary?
Internet access, printing, and scanning capabilities. If you do not have a scanner, there are FREE phone apps that provide the same capabilities – see FAQ “how do I scan my documents to pdf.”

What process does an illuminotary follow?

  • The client contacts the illuminotary and provides them with the illuminotary Registration Number given to them during their signup process.
  • The illuminotary signs into  their illuminote dashboard to access and print the documents necessary to finish the Trust registration process.
  • During the in-person meeting with the client, the illuminotary does their notarial duty.
  • As the last step the illuminotary scans and uploads the signed, notarized documents back onto the DARCi Registry to finalize the Trust Registration.  

What is the illuminotary Registration Number?
This is the number you will receive from your client to be able to access their registration documents to finalize the DARCi Trust registration for them. We recommend you ask for that number when you set the appointment so you can print their documents and have them ready when you meet.

 

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