Bequest Bonds I Inc Sample Contracts
Broker-Dealer AgreementBroker-Dealer Agreement • August 30th, 2024 • Bequest Bonds I Inc • Real estate
This agreement (together with exhibits and schedules, the “Agreement”) is entered into by and between Bequest Bonds, LLC (“Client”), and Dalmore Group, LLC., a Delaware Limited Liability Company (“Dalmore”). Client and Dalmore agree to be bound by the terms of this Agreement, effective as 02-21-2024 (the “Effective Date”):
FORM OF BEQUEST BONDBequest Bond • January 8th, 2025 • Bequest Bonds I Inc • Real estate
FOR VALUE RECEIVED, the undersigned, Bequest Bonds I, Inc., a Delaware corporation, (the “Maker”), PROMISES TO PAY to the order of _________________ (together with its successors and assigns, the “Payee”) the principal sum of _______________________ ($________________), together with interest at the rate specified below. This Bequest Bond (the “Bond”) is being issued pursuant to the terms of the Bequest Bond Investor Agreement of even date herewith by and between the Maker and the Payee.
F I R S T A M E N D E D L I M I T E D L I A B I L I T Y O P E R A T I N G A G R E E M E N T for LMMS MANAGEMENT, LLC A Delaware Limited Liability Company Dated as of December 18, 2024Operating Agreement • December 19th, 2024 • Bequest Bonds I Inc • Real estate
This FIRST AMENDED LIMITED LIABILITY COMPANY OPERATING AGREEMENT (this “Agreement”) for LMMS MANAGEMENT, LLC, a Delaware limited liability company (the “Company”), is made and entered into effective as of December 18, 2024, by and among the parties listed on Exhibit A hereto (each, a “Member,” and collectively, the “Members”), as Members.
BOND INVESTOR AGREEMENTBond Investor Agreement • August 30th, 2024 • Bequest Bonds I Inc • Real estate • Delaware
The following terms constitute a binding agreement (“Agreement”) between you, as an Investor (“Investor,” “you”) and Bequest Bonds I, Inc., a Delaware Corporation, and any subsidiary of Bequest Bonds I, Inc., (collectively “Bequest,” “we,” or “us”). This Agreement will govern all purchases of Bequest Bonds (the “Bonds”) that you may, from time to time, make from Bequest Bonds I, Inc. You agree to read this Agreement, the Offering Circular, and all documents provided for your information through the various platforms upon which the Bonds can be purchased (collectively, the “Site”) and to retain a copy of these documents for your records. By signing electronically below, you agree that you have read these documents and agree to the following terms, agree to transact business with us and receive communications relating to the Bonds electronically, and agree to have any dispute with us resolved by binding arbitration.
MANAGEMENT SERVICES AGREEMENTManagement Services Agreement • August 30th, 2024 • Bequest Bonds I Inc • Real estate • Florida
This MANAGEMENT SERVICES AGREEMENT (the “Agreement”) is made and entered into on April 12, 2024, by and between LMMS Management, LLC, a Delaware limited liability company (“Management”) and Bequest Bonds I, Inc., a Delaware corporation (the “Company”).
LIMITED LIABILITY COMPANY OPERATING AGREEMENT forOperating Agreement • June 18th, 2025 • Bequest Bonds I Inc • Real estate
This LIMITED LIABILITY COMPANY OPERATING AGREEMENT (this “Agreement”) for BEQUEST CAPITAL, LLC, a Florida limited liability company (the “Company”), is made and entered into effective as of January 21, 2022, by and among the parties listed on Exhibit A hereto (each, a “Member,” and collectively, the “Members”), as Members.
LIMITED LIABILITY COMPANY OPERATING AGREEMENT forOperating Agreement • July 31st, 2025 • Bequest Bonds I Inc • Real estate
This LIMITED LIABILITY COMPANY OPERATING AGREEMENT (this “Agreement”) for BEQUEST CAPITAL, LLC, a Florida limited liability company (the “Company”), is made and entered into effective as of January 21, 2022, by and among the parties listed on Exhibit A hereto (each, a “Member,” and collectively, the “Members”), as Members.
Management Services AgreementManagement Services Agreement • October 5th, 2026 • Bequest Bonds I Inc • Real estate • Delaware
This MANAGEMENT SERVICES AGREEMENT (this “Agreement”) is made and entered into as of June 30, 2026, effective as of July 1, 2026 (the “Effective Date”), by and between Bequest Asset Management, LLC, a Delaware limited liability company (the “Manager”), and Bequest Bonds I, Inc., a Delaware corporation (the “Company”). The Manager and the Company are each referred to herein as a “Party” and collectively as the “Parties”.
ASSIGNMENT OF MANAGEMENT SERVICES AGREEMENTAssignment of Management Services Agreement • July 21st, 2025 • Bequest Bonds I Inc • Real estate
THIS ASSIGNMENT OF MANAGEMENT SERVICES AGREEMENT, dated this 2ND day of June, 2025, from LMMS Management, LLC (“Assignor”) to Bequest Capital, LLC (“Assignee”) hereby confirms and memorializes the assignment of the Assignor’s interests in the Management Services Agreement (the “Contract”) to Assignee, as more fully stated herein.
FORM OF SERIES B BEQUEST BONDPromissory Note • October 15th, 2026 • Bequest Bonds I Inc • Real estate
FOR VALUE RECEIVED, the undersigned, Bequest Bonds I, Inc., a Delaware corporation, (the “Maker”), PROMISES TO PAY to the order of _________________ (together with its successors and assigns, the “Payee”) the principal sum of _______________________ ($________________), together with interest at the rate specified below. This Bequest Bond (the “Bond”) is being issued pursuant to the terms of the Bequest Bond Investor Agreement of even date herewith by and between the Maker and the Payee.
BOND INVESTOR AGREEMENTBond Investor Agreement • July 21st, 2025 • Bequest Bonds I Inc • Real estate • Delaware
The following terms constitute a binding agreement (“Agreement”) between you, as an Investor (“Investor,” “you”) and Bequest Bonds I, Inc., a Delaware Corporation, and any subsidiary of Bequest Bonds I, Inc., (collectively “Bequest,” “we,” or “us”). This Agreement will govern all purchases of Bequest Bonds (the “Bonds”) that you may, from time to time, make from Bequest Bonds I, Inc. You agree to read this Agreement, the Offering Circular, and all documents provided for your information through the various platforms upon which the Bonds can be purchased (collectively, the “Site”) and to retain a copy of these documents for your records. By signing electronically below, you agree that you have read these documents and agree to the following terms, agree to transact business with us and receive communications relating to the Bonds electronically, and agree to have any dispute with us resolved by binding arbitration.
Management Services AgreementManagement Services Agreement • May 26th, 2026 • Bequest Bonds I Inc • Real estate • Delaware
This MANAGEMENT SERVICES AGREEMENT (this “Agreement”) is made and entered into as of March 31, 2026 (the “Effective Date”), by and between Bequest Asset Management, LLC, a Delaware limited liability company (the “Manager”), and Bequest Bonds I, Inc., a Delaware corporation (the “Company”). The Manager and the Company are each referred to herein as a “Party” and collectively as the “Parties”.
FORM OF BEQUEST BONDBequest Bond • July 31st, 2025 • Bequest Bonds I Inc • Real estate
FOR VALUE RECEIVED, the undersigned, Bequest Bonds I, Inc., a Delaware corporation, (the “Maker”), PROMISES TO PAY to the order of _________________ (together with its successors and assigns, the “Payee”) the principal sum of _______________________ ($________________), together with interest at the rate specified below. This Bequest Bond (the “Bond”) is being issued pursuant to the terms of the Bequest Bond Investor Agreement of even date herewith by and between the Maker and the Payee.
Management Services AgreementManagement Services Agreement • July 16th, 2026 • Bequest Bonds I Inc • Real estate • Delaware
This MANAGEMENT SERVICES AGREEMENT (this “Agreement”) is made and entered into as of March 31, 2026 (the “Effective Date”), by and between Bequest Asset Management, LLC, a Delaware limited liability company (the “Manager”), and Bequest Bonds I, Inc., a Delaware corporation (the “Company”). The Manager and the Company are each referred to herein as a “Party” and collectively as the “Parties”.
Broker-Dealer AgreementBroker-Dealer Agreement • October 15th, 2026 • Bequest Bonds I Inc • Real estate
This agreement (together with exhibits and schedules, the “Agreement”) is entered into by and between Bequest Bonds, LLC (“Client”), and Dalmore Group, LLC., a Delaware Limited Liability Company (“Dalmore”). Client and Dalmore agree to be bound by the terms of this Agreement, effective as 02-21-2024 (the “Effective Date”):
SUBSCRIPTION AGREEMENTSubscription Agreement • October 15th, 2026 • Bequest Bonds I Inc • Real estate • Florida
This Subscription Agreement pertains to the offering by BEQUEST BONDS I, Inc., a Delaware corporation (the “Company”), of Series A-1 and Series B Bonds (the “Bonds”) for an aggregate offering of up to a Seventy-Five Million Dollars ($75,000,000) (the “Offering”). The minimum subscription that the Company will accept from any investor is One Thousand Dollars ($1,000) for Bonds. This Offering is being conducted pursuant to Regulation A of Section 3(6) of the Securities Act of 1933, as amended, (the “Securities Act”), for Tier 2 offerings.
FIRST AMENDED LIMITED LIABILITY COMPANY OPERATING AGREEMENT for LMMS MANAGEMENT, LLC A Delaware Limited Liability Company Dated as of December 18, 2024Limited Liability Company Operating Agreement • January 8th, 2025 • Bequest Bonds I Inc • Real estate
This FIRST AMENDED LIMITED LIABILITY COMPANY OPERATING AGREEMENT (this “Agreement”) for LMMS MANAGEMENT, LLC, a Delaware limited liability company (the “Company”), is made and entered into effective as of December 18, 2024, by and among the parties listed on Exhibit A hereto (each, a “Member,” and collectively, the “Members”), as Members.
ASSIGNMENT OF MANAGEMENT SERVICES AGREEMENTAssignment of Management Services Agreement • July 31st, 2025 • Bequest Bonds I Inc • Real estate
THIS ASSIGNMENT OF MANAGEMENT SERVICES AGREEMENT, dated this 2ND day of June, 2025, from LMMS Management, LLC (“Assignor”) to Bequest Capital, LLC (“Assignee”) hereby confirms and memorializes the assignment of the Assignor’s interests in the Management Services Agreement (the “Contract”) to Assignee, as more fully stated herein.
LIMITED LIABILITY COMPANY OPERATING AGREEMENT for BEQUEST CAPITAL, LLC A Florida Limited Liability Company Dated as of January 21, 2022Operating Agreement • July 21st, 2025 • Bequest Bonds I Inc • Real estate
This LIMITED LIABILITY COMPANY OPERATING AGREEMENT (this “Agreement”) for BEQUEST CAPITAL, LLC, a Florida limited liability company (the “Company”), is made and entered into effective as of January 21, 2022, by and among the parties listed on Exhibit A hereto (each, a “Member,” and collectively, the “Members”), as Members.
FORM OF BEQUEST BONDBequest Bond • July 21st, 2025 • Bequest Bonds I Inc • Real estate
FOR VALUE RECEIVED, the undersigned, Bequest Bonds I, Inc., a Delaware corporation, (the “Maker”), PROMISES TO PAY to the order of _________________ (together with its successors and assigns, the “Payee”) the principal sum of _______________________ ($________________), together with interest at the rate specified below. This Bequest Bond (the “Bond”) is being issued pursuant to the terms of the Bequest Bond Investor Agreement of even date herewith by and between the Maker and the Payee.
SUBSCRIPTION AGREEMENTSubscription Agreement • July 31st, 2025 • Bequest Bonds I Inc • Real estate • Florida
This Subscription Agreement pertains to the offering by BEQUEST BONDS I, Inc., a Delaware corporation (the “Company”), of Series A Bonds (the “Bonds”) for an aggregate offering of up to a Seventy-Five Million Dollars ($75,000,000) (the “Offering”). The minimum subscription that the Company will accept from any investor is One Thousand Dollars ($1,000) for Bonds. This Offering is being conducted pursuant to Regulation A of Section 3(6) of the Securities Act of 1933, as amended, (the “Securities Act”), for Tier 2 offerings.
SUBSCRIPTION AGREEMENTSubscription Agreement • July 21st, 2025 • Bequest Bonds I Inc • Real estate • Florida
This Subscription Agreement pertains to the offering by BEQUEST BONDS I, Inc., a Delaware corporation (the “Company”), of Series A Bonds (the “Bonds”) for an aggregate offering of up to a Seventy-Five Million Dollars ($75,000,000) (the “Offering”). The minimum subscription that the Company will accept from any investor is One Thousand Dollars ($1,000) for Bonds. This Offering is being conducted pursuant to Regulation A of Section 3(6) of the Securities Act of 1933, as amended, (the “Securities Act”), for Tier 2 offerings.
FORM OF SERIES A-1 BEQUEST BONDSeries a-1 Bequest Bond • October 15th, 2026 • Bequest Bonds I Inc • Real estate
FOR VALUE RECEIVED, the undersigned, Bequest Bonds I, Inc., a Delaware corporation, (the “Maker”), PROMISES TO PAY to the order of _________________ (together with its successors and assigns, the “Payee”) the principal sum of _______________________ ($________________), together with interest at the rate specified below. This Bequest Bond (the “Bond”) is being issued pursuant to the terms of the Bequest Bond Investor Agreement of even date herewith by and between the Maker and the Payee.
Management Services AgreementManagement Services Agreement • October 15th, 2026 • Bequest Bonds I Inc • Real estate • Delaware
This MANAGEMENT SERVICES AGREEMENT (this “Agreement”) is made and entered into as of June 30, 2026, effective as of July 1, 2026 (the “Effective Date”), by and between Bequest Asset Management, LLC, a Delaware limited liability company (the “Manager”), and Bequest Bonds I, Inc., a Delaware corporation (the “Company”). The Manager and the Company are each referred to herein as a “Party” and collectively as the “Parties”.
BOND INVESTOR AGREEMENTBond Investor Agreement • October 15th, 2026 • Bequest Bonds I Inc • Real estate • Delaware
The following terms constitute a binding agreement (“Agreement”) between you, as an Investor (“Investor,” “you”) and Bequest Bonds I, Inc., a Delaware Corporation, and any subsidiary of Bequest Bonds I, Inc., (collectively “Bequest,” “we,” or “us”). This Agreement will govern all purchases of Bequest Bonds (the “Bonds”) that you may, from time to time, make from Bequest Bonds I, Inc. You agree to read this Agreement, the Offering Circular, and all documents provided for your information through the various platforms upon which the Bonds can be purchased (collectively, the “Site”) and to retain a copy of these documents for your records. By signing electronically below, you agree that you have read these documents and agree to the following terms, agree to transact business with us and receive communications relating to the Bonds electronically, and agree to have any dispute with us resolved by binding arbitration.
Broker-Dealer AgreementBroker-Dealer Agreement • July 16th, 2026 • Bequest Bonds I Inc • Real estate
This agreement (together with exhibits and schedules, the “Agreement”) is entered into by and between Bequest Bonds, LLC (“Client”), and Dalmore Group, LLC., a Delaware Limited Liability Company (“Dalmore”). Client and Dalmore agree to be bound by the terms of this Agreement, effective as 02-21-2024 (the “Effective Date”):
BOND INVESTOR AGREEMENTBond Investor Agreement • July 31st, 2025 • Bequest Bonds I Inc • Real estate • Delaware
The following terms constitute a binding agreement (“Agreement”) between you, as an Investor (“Investor,” “you”) and Bequest Bonds I, Inc., a Delaware Corporation, and any subsidiary of Bequest Bonds I, Inc., (collectively “Bequest,” “we,” or “us”). This Agreement will govern all purchases of Bequest Bonds (the “Bonds”) that you may, from time to time, make from Bequest Bonds I, Inc. You agree to read this Agreement, the Offering Circular, and all documents provided for your information through the various platforms upon which the Bonds can be purchased (collectively, the “Site”) and to retain a copy of these documents for your records. By signing electronically below, you agree that you have read these documents and agree to the following terms, agree to transact business with us and receive communications relating to the Bonds electronically, and agree to have any dispute with us resolved by binding arbitration.