Start Your Trust
Lifecycle Blueprint

The full 199Trust customer journey, mapped end-to-end.

This page mirrors your real lifecycle: intake, validation, delivery, QR portal management, inventory/distribution, and change/amendment paths. It is designed as a visual source of truth for redesign decisions.

Wufoo-backed intake QR portal parity Post-purchase operations
Phase 1

Discovery + Trust Decision

  • Customer evaluates Home, FAQ, Pricing, and How It Works.
  • Primary conversion trigger is Start Your Trust.
  • Support pages create confidence around flexibility and speed.
Phase 2

Mobile Intake (Wufoo-backed)

  • Settlor fields map to Wufoo `Field1`, `Field3`, `Field4` with first/middle/last/suffix handling.
  • Trustee/beneficiary setup maps to `Field6`, `Field7`, `Field8`, `Field9`.
  • Trust naming and contact capture complete the order payload.
Phase 3

Validation + Document Generation

  • Queue processor validates entries before generation and payment checks.
  • Template selection + Trust PDF generation run after validation passes.
  • Approval flow or draft flow routes to customer delivery.
Phase 4

Delivery + QR Bootstrap

  • QR Trust generation creates Trust ID, view URL, and labeled QR assets.
  • PNG, SVG, and sheet-PDF outputs support printing and engraving workflows.
  • Assignment/beneficiary data is pre-seeded for first use.
Phase 5

QR Portal Operations

  • Download options, page management, archive restore, and previous versions.
  • Signer-specific notary actions, online notarization links, and upload swaps.
  • Direct secure-link access for this redesign phase, with optional lock controls deferred.
Phase 6

Inventory + Distribution

  • Assignment inventory and beneficiary schedule live on the inventory page.
  • Percentage and itemized distribution modes support real assignment logic.
  • Proposed-item flow gates moves into inventory until Form 23 + stamp status requirements are met.
Phase 7

Change Paths

  • Pre-submission path: regenerate Trust directly.
  • Post-submission path: amendment flow with guidance and download sequence.
  • Portal updates archive prior docs and maintain continuity.
Phase 8

Field-Ready Long-Term Use

  • QR assets stay available for engraving on lower receivers, suppressors, and labels.
  • Supporting docs, stamps, and passport assets stay organized by signer and role.
  • Trust remains maintainable over time through structured update tooling.
Customer Goal Flow Layer Trust Outcome
Start quickly on mobile Step-based intake mapped to Wufoo fields Clean Trust order submission with fewer drop-offs
Keep documents current Changes + amendment routes Trust continuity without losing history
Carry proof and records anywhere QR portal + downloadable formats Field-ready Trust access and organized support files
Manage signers and responsibilities Notary, party access, inventory/distribution Trust records stay operational from setup through maintenance
Start Your Trust Open QR Demo Read FAQ View All Routes