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LEGAL PACKAGE GENERATOR · FAMILY LAUNCH SYSTEM v7.2
⚖️ For Attorney Review Only. These documents are drafted in legal language ready for attorney validation. The attorney reviews, requests amendments if needed, and certifies. No redrafting required.
Florida Dynasty Trust Agreement with TRS framework, TES system, Five Immutable Rules, Five Growth Rules, Generational Sub-Trusts, and Founder Override. Updated v7.2.
Individual agreement each beneficiary signs. Updated with TES, Growth Rules, and 4% spending limit acknowledgments.
Formal acceptance letter for Waleska Echevarria. Updated with TES administration, Growth Rules compliance, and Override duties.
Assignment of acquisition rights for AMARES and LAKSHMI lots in Quintana Roo, Mexico. Complete property data included.
DRAFT FOR ATTORNEY REVIEW ONLY · GONZALEZ LEGACY TRUST · v7.2 ·
A Dynasty Trust Established Under the Laws of the State of Florida
THIS TRUST AGREEMENT (hereinafter "Agreement") is entered into on this ___ day of ____________, 2026, by and between JOSE A. GONZALEZ (hereinafter "Settlor" or "Founder"), a resident of the Commonwealth of Puerto Rico, United States of America, utilizing as the Trust's Florida situs address the residence of his brother located in the State of Florida [ADDRESS TO BE COMPLETED], and WALESKA ECHEVARRIA (hereinafter "Trustee"), also a resident of the United States of America.
The Settlor hereby transfers to the Trustee, and the Trustee hereby accepts, the property described in Schedule A attached hereto, to be held, administered, and distributed in accordance with the terms and conditions set forth in this Agreement.
This Trust is established for the benefit of the Settlor's descendants and shall be known as the GONZALEZ LEGACY TRUST, operating under the conceptual framework denominated "Family Launch System" (Motor 2), version 7.2.
This Trust shall be known as the GONZALEZ LEGACY TRUST. This Trust is established pursuant to the laws of the State of Florida, including the Florida Trust Code (Chapter 736, Florida Statutes), and shall be governed, construed, and administered in accordance with the laws of the State of Florida, regardless of the domicile or residence of the Settlor, Trustee, or any beneficiary.
This Trust is intended to qualify as a Dynasty Trust under Florida law. Florida's Dynasty Trust provisions permit the Trust to remain in effect for up to three hundred sixty (360) years, enabling the Trust to serve multiple generations of the Gonzalez family.
The situs of this Trust shall be the State of Florida. The Settlor, currently a resident of the Commonwealth of Puerto Rico, United States of America, has designated the State of Florida as the governing jurisdiction. The Settlor's planned transition to an international nomadic lifestyle, including extended residency in Southeast Asia (including Vietnam), South America, and other jurisdictions through legal visa arrangements, shall not affect the governing law, situs, or administration of this Trust.
The validity, administration, and governing law of this Trust shall not be affected by any change in the domicile, residence, or physical location of the Settlor, Trustee, Co-Trustee, or any beneficiary. The Trust shall continue to be governed exclusively by the laws of the State of Florida regardless of where any party may reside at any given time. All Trust administration may be conducted electronically and remotely as permitted by applicable law.
The purpose of this Trust is to: (a) provide for the long-term financial welfare and personal development of the Settlor's descendants; (b) incentivize meritorious conduct, personal responsibility, and financial literacy through the Trust Readiness Score (TRS) framework; (c) preserve and grow family wealth across generations; (d) establish a governance system ensuring equitable, merit-based distribution of Trust assets; and (e) maintain and develop family real property and investment assets located in the United States and internationally.
The Settlor of this Trust is JOSE A. GONZALEZ, referred to as "Settlor" or "Founder." The Settlor is currently a resident of the Commonwealth of Puerto Rico and maintains his principal base of operations there. The Settlor retains the right to monitor all Trust activities in a read-only capacity and retains override authority as Co-Trustee as described in Article IX.
The initial Trustee of this Trust is WALESKA ECHEVARRIA, referred to as "Trustee." The Trustee shall serve in a fiduciary capacity and shall have authority to approve or deny distributions, review milestones, manage Trust funds, and administer the Trust in accordance with this Agreement.
The Settlor, JOSE A. GONZALEZ, shall serve as Co-Trustee with full approval and denial authority co-equal to that of the Trustee. The Co-Trustee shall additionally hold override authority over all Trust decisions as set forth in Article IX.
A Trust Protector may be appointed by the Settlor at any time. The Protector shall have authority to: (a) veto Committee decisions; (b) extend Humanitarian Freeze periods; (c) review and approve Sunset Review amendments; and (d) appoint a successor Trustee if necessary.
An Advisory Committee shall consist of three (3) members: (a) the Trustee or Co-Trustee; (b) an independent professional; and (c) a rotating beneficiary representative. Committee approval shall be required for First Home, Micro-Angel Fund, and Matching Program distributions. All decisions shall require a two-of-three (2/3) majority vote.
The initial beneficiaries of this Trust are the following descendants of the Settlor:
(a) MARA GONZALEZ; (b) PAOLA GONZALEZ; (c) ANDREA GONZALEZ; (d) JAY GONZALEZ; (e) ALEYRA GONZALEZ.
Future descendants shall be eligible upon reaching the age of eighteen (18) years, subject to the TRS framework set forth in Article III.
The Trust Readiness Score ("TRS") is a merit-based scoring system operating on a scale of zero (0) to two hundred (200) points. The TRS serves as the primary criterion for determining each beneficiary's eligibility to access Trust benefits. The TRS shall not constitute a property interest and shall not be transferable, assignable, or subject to creditor claims.
Each beneficiary shall receive an initial TRS of fifty (50) points upon first enrollment. Future descendants shall receive an initial TRS equal to fifty percent (50%) of their parent beneficiary's TRS at the time of the descendant's eighteenth birthday, subject to a minimum of twenty-five (25) points and a maximum of one hundred (100) points.
(a) INACTIVE Level (0–39 points): Medical Emergency distributions only;
(b) ACTIVE Level (40–69 points): Education and Family Experience distributions;
(c) COMMITTED Level (70–99 points): All benefits including Micro-Angel Fund;
(d) LEADER Level (100–149 points): Double voting weight in Advisory Committee rotation;
(e) CUSTODIAN Level (150–200 points): Track C Multiplier designation, maximum benefit access, and eligibility to create a Generational Sub-Trust pursuant to Article XIV.
On January 1st of each calendar year, each beneficiary's TRS shall be reduced by twelve percent (12%) of their then-current score, rounded down to the nearest whole number. Beneficiaries subject to an active Humanitarian Freeze shall be exempt during the Freeze period.
The Trustee and Co-Trustee shall have authority to adjust a beneficiary's TRS pursuant to verified milestone completion as set forth in Article IV, or for cause as specified in Article VIII. All TRS modifications shall be recorded in the Trust's digital governance system.
(a) Track A — Entrepreneur: For beneficiaries pursuing business ownership. Special benefit: priority Micro-Angel Fund access.
(b) Track B — Builder: For beneficiaries pursuing professional careers or academic advancement. Special benefit: enhanced Education Fund matching.
(c) Track C — Multiplier: Available only to CUSTODIAN level beneficiaries (150+ TRS). Special benefit: Trust investment co-participation.
Each Track shall include defined milestones with associated TRS rewards ranging from ten (10) to twenty-five (25) points per milestone. Milestones shall be verified by the Trustee upon submission of documented evidence through the Trust's digital governance system. The Trustee shall issue a decision within thirty (30) days of submission.
The initial Trust corpus shall consist of the property described in Schedule A, including cash contributions and the assignment of real property acquisition rights.
Upon receipt of liquid contributions, the Trust corpus shall be maintained in the following designated funds: (a) Education Fund; (b) First Home Fund; (c) Micro-Angel Fund; (d) Medical Emergency Fund; (e) Family Experience Fund; (f) Matching Program Fund; (g) General Fund.
The Trust holds, or shall hold upon transfer in September 2026, real property located at 1336 Colonial Trce, Acworth, Georgia 30102 (hereinafter "Georgia Property"), designated for Family Experience purposes. The Georgia Property shall be available to beneficiaries pursuant to the Family Experience distribution guidelines of Article VI. The Settlor retains permanent right of access to the basement level of the Georgia Property. The Trustee shall maintain a scheduling and use log through the Trust's digital governance system.
The Trust holds assignment of acquisition rights to two (2) real property lots located in the Cancun metropolitan area, State of Quintana Roo, Mexico, as described in Schedule A and the Cesion de Derechos executed herewith. Upon full payment and titling, each property shall be held through a Mexican bank trust (fideicomiso) with the GONZALEZ LEGACY TRUST designated as beneficiary. The Trust is authorized to hold, acquire, and administer property located outside the United States, subject to applicable local laws.
Each beneficiary shall accumulate a Trust Equity Score ("TES") representing their proportional participation rights in Trust real property assets. TES shall be earned as follows:
(a) Family Bank loan repayments: one (1) TES per $100 repaid;
(b) Direct contributions to Trust corpus: 1.5 TES per $100 contributed;
(c) Verified milestone completion: five (5) to twenty-five (25) TES per milestone;
(d) TRS maintained above one hundred (100) for one full calendar year: ten (10) TES annually;
(e) Track completion: fifty (50) TES.
The Trust shall retain a minimum of twenty percent (20%) of all real property equity. The remaining eighty percent (80%) shall be distributable among beneficiaries in proportion to their respective TES upon disposition of such property. TES shall be tracked in the Trust's digital governance system and shall not constitute a property interest subject to creditor claims.
The Trust shall maintain a Family Bank sub-account for interest-bearing loans to beneficiaries at three and two-tenths percent (3.2%) per annum. Loan repayments shall be returned to the applicable designated fund. Complete records shall be maintained in the Trust's digital governance system.
Total Trust distributions in any calendar year shall not exceed four percent (4%) of the total market value of Trust assets as of January 1st of that year. This limitation protects the Trust's principal and ensures long-term sustainability. The Co-Trustee may waive this limitation in extraordinary circumstances by Founder Override pursuant to Article IX.
The Trust shall never make distributions directly to a beneficiary's personal bank account. All distributions shall be made directly to the approved Provider on behalf of the beneficiary. This restriction is absolute and constitutes an Immutable Rule pursuant to Article XI.
(a) Education: Minimum TRS 30. Trustee approval within 48 hours. Direct payment to institution.
(b) First Home: Minimum TRS 60. Committee approval within 15 days. Direct payment to closing agent.
(c) Micro-Angel Fund: Minimum TRS 70. Committee + Protector approval within 30 days. 50% loan + 50% Trust equity. Five-year buyback option at fair market value.
(d) Medical Emergency: No minimum TRS. Trustee approval within 24 hours. Direct payment to medical provider.
(e) Family Experience: Minimum TRS 40. Trustee approval within 48 hours. Includes Georgia Property scheduling.
(f) Matching Program: Minimum TRS 70. Committee approval within 7 days. 1:1 match up to $10,000; 0.5:1 from $10,000 to $20,000. Lifetime cap: $20,000 per beneficiary.
The Trustee or Co-Trustee may approve a Partial Distribution in an amount less than requested, accompanied by written explanation. The unreimbursed balance may be re-requested in a subsequent request.
A beneficiary experiencing documented genuine hardship may petition for a Humanitarian Freeze. Upon Trustee approval: (a) Annual Decay is suspended; (b) existing TRS level and benefit eligibility are maintained. Initial duration: up to eighteen (18) months. The Protector may extend up to twelve (12) additional months.
Any beneficiary who directly or indirectly contests or challenges any provision of this Trust Agreement shall immediately and automatically forfeit all distribution rights and have their TRS reduced to zero (0). Reinstatement requires unanimous vote of Trustee, Co-Trustee, and Protector following a minimum five (5) year suspension period.
The Trustee and Co-Trustee, acting jointly, may suspend a beneficiary's distribution rights for: (a) material misrepresentation in a distribution request; (b) failure to repay a Family Bank loan; or (c) conduct that materially endangers other Trust beneficiaries. Written notice stating grounds and duration shall be provided.
The Settlor, as Co-Trustee, retains override authority over all Trustee decisions, exercisable within seventy-two (72) hours of the decision being recorded in the Trust's digital governance system. The override authority includes the power to: (a) adjust individual TRS scores; (b) modify Trust bucket allocations (Growth, Safety, Opportunity); (c) waive the 4% annual spending limit in extraordinary circumstances; (d) activate or deactivate Trust governance rules; and (e) approve Generational Sub-Trust requests pursuant to Article XIV. All overrides shall be permanently logged in the Trust's digital governance system. Unresolved disagreements between Trustee and Co-Trustee shall be submitted to the Protector, and if unresolved, to binding arbitration.
Every five (5) years, the Trustee, Co-Trustee, Protector, and beneficiary representatives shall convene a Sunset Review. Operational amendments may be made to TRS scoring thresholds, distribution amounts, Fund allocations, and Track milestone definitions. No Sunset Review may modify the Five Immutable Rules, TRS decay rate, No-Contest provision, Founder Override Authority, Five Growth Rules, or Dynasty Trust duration provisions.
The following five (5) rules are irrevocable and shall not be amended by any party, court, or review:
Rule 1 — Merit Before Blood: TRS governs benefit access. Family lineage alone never entitles a beneficiary to distributions.
Rule 2 — Never Cash, Always Provider: The Trust shall never deposit funds into a beneficiary's personal account.
Rule 3 — No-Contest Equals Suspension: Legal challenge triggers immediate suspension and TRS reduction to zero.
Rule 4 — Protect Those Who Suffer: Humanitarian Freeze protects genuine documented hardship only. It shall not be used to circumvent the TRS system.
Rule 5 — Review Every Five Years, Never Replace: Sunset Review improves operations only. It cannot replace the TRS framework or modify these rules.
In the event the Trustee is unable to serve, the Co-Trustee assumes full authority until a successor is appointed by the Protector within sixty (60) days, subject to Settlor approval if living.
This Trust shall terminate upon: (a) no living beneficiary or potential beneficiary exists; (b) maximum period under Florida perpetuities law; or (c) unanimous agreement of all living beneficiaries and the Trustee. Upon termination, assets shall be distributed proportionally to beneficiaries' TES scores at time of termination.
A beneficiary who has achieved CUSTODIAN level (TRS 150 or above), has accumulated a minimum of one hundred (100) TES units, and has received Founder Override approval pursuant to Article IX, may create a Generational Sub-Trust for their own descendants. Each Generational Sub-Trust shall: (a) operate within the governance framework of the GONZALEZ LEGACY TRUST; (b) inherit the Five Growth Rules set forth in Article XV; (c) maintain separate TRS and TES tracking for its beneficiaries through the Trust's digital governance system; and (d) be subject to the Five Immutable Rules. The creation of a Generational Sub-Trust shall be permanently recorded in the Trust's digital governance system.
The following five (5) Growth Rules shall govern the automatic administration of Trust assets. These rules protect the Trust's long-term sustainability and multigenerational growth. The Growth Rules may be temporarily modified by Founder Override pursuant to Article IX, but shall not be permanently eliminated through any Sunset Review:
Growth Rule 1 — 100% Interest Reinvestment: All interest, dividends, and investment returns generated by Trust assets shall be automatically reinvested. These returns shall never be used for distributions.
Growth Rule 2 — TES Distribution Loop: Ten percent (10%) of every approved distribution shall be returned to the Trust as TES units credited to the requesting beneficiary. This creates a virtuous cycle of ownership while distributing benefits.
Growth Rule 3 — Safety Bucket Priority: Twenty percent (20%) of every new income, contribution, or deposit to the Trust shall be allocated to the Safety Bucket before any other allocation. This protects Trust liquidity and stability.
Growth Rule 4 — Quarterly Review: The Trust's digital governance system shall generate an automatic quarterly report every three (3) months containing: growth analysis, liquidity status, risk assessment, projection modeling, and governance recommendations. The Trustee and Co-Trustee shall review this report.
Growth Rule 5 — 4% Annual Spending Limit: Total Trust distributions in any calendar year shall not exceed four percent (4%) of total Trust asset value as of January 1st of that year. This standard is consistent with sustainable family office management practices and protects the Trust's principal indefinitely.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first written above.
STATE OF FLORIDA
COUNTY OF _______________
Before me, the undersigned authority, personally appeared JOSE A. GONZALEZ and WALESKA ECHEVARRIA, known to me to be the persons whose names are subscribed to the foregoing instrument, and acknowledged to me that they executed the same for the purposes and consideration therein expressed.
DRAFT FOR ATTORNEY REVIEW ONLY · GONZALEZ LEGACY TRUST · v7.2 ·
Cash contributions to be made by the Settlor upon retirement, anticipated September 2026. Approximate target: $200,000, to be allocated among the Designated Funds as determined by the Trustee and Co-Trustee at the time of contribution.
Address: 1336 Colonial Trce, Acworth, Georgia 30102
Current Status: Title in name of Jose A. Gonzalez. Transfer to Trust anticipated September 2026.
Current Mortgage: $2,891.88/month (refinanced January 2026).
Estimated Market Value: Approximately $420,000 as of 2026.
Designated Use: Family Experience Fund — beneficiary use scheduling. Settlor retains permanent access to basement level.
Developer: Four Cardinals Developments Mexico S.A. de C.V.
ID: Supermanzana 6, Manzana 5, Lote 20 | Surface: 760.42 m²
Location: Carretera Federal Cancun-Chetumal km 263.5, Solidaridad, Quintana Roo, Mexico
Contract Date: June 29, 2023 | Total Price: $89,600 USD
Down Payment: $17,920 USD | Monthly Payment: $775.90 USD
Total Payments: 144 (August 2023 – July 2035) | Payments Made: ~34 as of May 2026
Estimated Outstanding Balance: ~$60,719 USD as of May 2026
Estimated Market Value: ~$150,000 USD
Fideicomiso: #851-02663 — BBVA
Developer: Allpa Real Estate S.A. de C.V.
ID: Lote 70, Coto Dafne | Surface: 450 m²
Location: Puerto Morelos, Quintana Roo, Mexico | Expected Delivery: December 2026
Contract Date: April 2024 | Total Price: $22,500 USD | Down Payment: $1,000 USD
Monthly Payment: $255.95 USD | Total Payments: 84 (April 2024 – March 2031) | 0% Interest
Current Status: Approximately 6 payments overdue as of May 2026. Total overdue: ~$1,536 USD.
Estimated Outstanding Balance: ~$14,845 USD as of May 2026
Estimated Market Value: ~$40,000 USD
DRAFT FOR ATTORNEY REVIEW ONLY · GONZALEZ LEGACY TRUST · v7.2 ·
This Beneficiary Acknowledgment and Agreement is entered into between the GONZALEZ LEGACY TRUST, represented by Trustee WALESKA ECHEVARRIA and Co-Trustee JOSE A. GONZALEZ, and the undersigned Beneficiary.
The Beneficiary hereby acknowledges, understands, and agrees to the following:
I understand that my access to Trust benefits is governed by my Trust Readiness Score (TRS), which begins at fifty (50) points and must be maintained and grown through demonstrated effort, milestone completion, and active participation in the Trust system. I understand that TRS operates on a scale of 0 to 200 and that different benefit categories require different minimum TRS thresholds.
I understand that my TRS will be reduced by twelve percent (12%) on January 1st of each year. I understand that I must complete milestones and remain engaged to maintain and grow my TRS.
I understand that I may earn proportional participation rights in Trust real property assets through loan repayments, direct contributions, milestone completion, and TRS maintenance, as governed by the TES framework in Article V of the Trust Agreement. I understand that TES does not constitute a property interest subject to creditor claims, and that my participation in real property distributions depends on my accumulated TES relative to all beneficiaries.
I understand and agree that the Trust will never deposit funds directly into my personal bank account. All distributions will be made directly to approved providers, institutions, or vendors on my behalf.
I understand that any legal challenge to the Trust Agreement will result in the immediate suspension of my distribution rights and reduction of my TRS to zero. I agree not to challenge any provision of the Trust Agreement.
I understand that my family name alone does not entitle me to Trust benefits. I must meet the TRS thresholds applicable to each benefit category.
I understand that total Trust distributions are limited to four percent (4%) of Trust asset value per year and that my individual requests may be limited or deferred if this limit is approached. I understand this rule exists to protect the Trust's long-term sustainability for all beneficiaries and future generations.
I have read and understood the Five Immutable Rules and Five Growth Rules of the GONZALEZ LEGACY TRUST and agree to be bound by them in their entirety.
I understand that upon reaching CUSTODIAN level (TRS 150+) and accumulating 100 TES units, I may petition the Co-Trustee for permission to create a Generational Sub-Trust for my own descendants, as provided in Article XIV of the Trust Agreement.
I understand that the Trust operates a digital governance system that records all requests, approvals, TRS changes, TES accumulation, loan activity, and equity participation. I agree that records maintained in this system constitute official Trust records.
DRAFT FOR ATTORNEY REVIEW ONLY · GONZALEZ LEGACY TRUST · v7.2 ·
I, WALESKA ECHEVARRIA, hereby formally accept my appointment as Trustee of the GONZALEZ LEGACY TRUST, a Florida Dynasty Trust established by JOSE A. GONZALEZ as Settlor.
By my signature below, I acknowledge and accept the following duties and responsibilities:
I understand that as Trustee I owe a fiduciary duty to all Trust beneficiaries and agree to act in their best interests at all times, in accordance with the Trust Agreement and applicable Florida law.
I accept authority to approve, partially approve, or deny distribution requests from Trust beneficiaries in accordance with the Trust Agreement, including the TRS framework, the Five Immutable Rules, and the annual 4% spending limit established in Article XV, Growth Rule 5.
I commit to never approving a distribution directly to a beneficiary's personal bank account. All distributions shall be made directly to approved providers.
I accept responsibility for reviewing and approving beneficiary milestone submissions, adjusting TRS scores upon verified milestone completion, and maintaining accurate TES records through the Trust's digital governance system. I understand that TES determines each beneficiary's proportional participation in Trust real property assets.
I agree to administer the Trust in compliance with the Five Growth Rules set forth in Article XV, including: (a) reinvesting all interest and returns; (b) crediting 10% TES loop on distributions; (c) prioritizing 20% to the Safety Bucket; (d) participating in quarterly digital governance reviews; and (e) enforcing the 4% annual spending limit.
I acknowledge that JOSE A. GONZALEZ serves as Co-Trustee with equal approval authority and Founder Override capacity as described in Article IX. I agree to coordinate with the Co-Trustee on all significant Trust decisions and to honor all Founder Overrides as recorded in the Trust's digital governance system, including overrides related to TRS adjustments, bucket allocations, spending limit waivers, and Sub-Trust approvals.
I understand that qualifying beneficiaries may petition for Generational Sub-Trust creation as provided in Article XIV, and that such requests require Founder Override approval. I agree to facilitate the petition process and maintain Sub-Trust records in the Trust's digital governance system.
I understand that Trust administration may be conducted remotely and electronically, including during periods when the Settlor is residing internationally pursuant to his planned nomadic retirement lifestyle.
I agree to maintain accurate records of all Trust activities through the Trust's digital governance system.
DRAFT FOR ATTORNEY REVIEW ONLY · GONZALEZ LEGACY TRUST · v7.2 ·
Regarding Real Property Located in the State of Quintana Roo, Mexico
Assignor: JOSE A. GONZALEZ, a resident of the Commonwealth of Puerto Rico, United States of America.
Assignee: GONZALEZ LEGACY TRUST, a Florida Dynasty Trust, represented by its Trustee WALESKA ECHEVARRIA.
WHEREAS, the Assignor has entered into purchase contracts for the acquisition of two (2) real property lots located in the Cancun metropolitan area, State of Quintana Roo, Mexico, as more fully described in Exhibit A;
WHEREAS, the Properties are currently in the process of payment and have not yet been fully conveyed or titled;
WHEREAS, the Assignor desires to assign all acquisition rights, contractual rights, and economic interests in the Properties to the GONZALEZ LEGACY TRUST;
For good and valuable consideration, the Assignor hereby assigns, transfers, and conveys to the Assignee all right, title, and interest in and to: (a) the purchase contracts for the Properties; (b) all rights of acquisition under said contracts; (c) all rights to receive title upon full payment; and (d) all economic interests and future appreciation in the Properties.
The GONZALEZ LEGACY TRUST shall assume responsibility for all future payment obligations under the purchase contracts from the date of this Assignment. The Assignor may continue to make payments on behalf of the Trust, which payments shall be recorded as contributions to the Trust corpus.
Upon full payment and titling of each Property, the parties agree that each Property shall be held through a Mexican bank trust (fideicomiso) as required by Mexican law for foreign ownership of restricted zone property. The GONZALEZ LEGACY TRUST shall be designated as the beneficiary of each such fideicomiso.
The Properties, once titled, shall be recorded as Trust assets subject to the Trust Equity Score (TES) framework of the GONZALEZ LEGACY TRUST as set forth in Article V, Section 5.5 of the Trust Agreement. Beneficiaries shall earn equity participation rights through contributions, loan repayments, and milestone completion as defined therein and tracked in the Trust's digital governance system. The Trust shall retain a minimum twenty percent (20%) equity interest in each Property permanently.
Developer: Four Cardinals Developments Mexico S.A. de C.V.
ID: Supermanzana 6, Manzana 5, Lote 20 | Surface: 760.42 m²
Location: Carretera Federal Cancun-Chetumal km 263.5, Solidaridad, Quintana Roo, Mexico
Contract Date: June 29, 2023 | Total Price: $89,600 USD
Monthly Payment: $775.90 | Estimated Balance: ~$60,719 USD
Fideicomiso: #851-02663 — BBVA
Developer: Allpa Real Estate S.A. de C.V.
ID: Lote 70, Coto Dafne | Surface: 450 m²
Location: Puerto Morelos, Quintana Roo, Mexico | Expected Delivery: December 2026
Contract Date: April 2024 | Total Price: $22,500 USD
Monthly Payment: $255.95 | Estimated Balance: ~$14,845 USD
Current Status: ~6 payments overdue (~$1,536 USD) as of May 2026
Record any changes requested by your attorney. Track status from pending to resolved.