Trust Services
We offer full education, training, and document preparation to set up a Common Law Trust or Trusts of your specific design.
Based on the assets involved and the number of competent trustees, you may wish to establish multiple trusts.
Trust Services – Trust Self-Assessment (Required Before Consultation)
BELOW IS A SELF-ASSESSMENT SHEET TO HELP YOU DETERMINE IF YOU QUALIFY TO SET UP A TRUST. Please complete this worksheet before scheduling a consultation so we can jump directly into reviewing your answers.
Download the Asset Protection Trust Self-Assessment Questionnaire (PDF)
Important Considerations Before Setting Up a Trust
Setting up a Trust must be done with care and proper planning. Consider the following carefully:
Your Trustee must be skilled in:
- Accounting
- Legal understanding
- Language skills
- Writing skills
- Computer literacy
- Completing tax, government, and legal forms
Your Trustee should also be:
- A lifelong learner with a willingness to continue self-education
And have:
- At least 3 years of business experience
- Investment knowledge
-
Experience with financial institutions, including:
- Opening and maintaining bank accounts
- Loans and mortgages
- Brokerage and investment accounts
- International banking
- Offshore gold storage
And definitely be:
- Constantly reading and studying trust law and trust administration
It is also a good idea for the Trustee to:
- Maintain good creditworthiness as a potential personal guarantor
- Have professional connections and colleagues
- Be at least 35 years of age for sufficient maturity and life experience
Additionally:
- Preferably have no political affiliations to reduce exposure and keep trust assets private
Required Study and Preparation
You cannot run a Trust with employee-only experience. Even if you plan to act as Grantor and appoint a Trustee, you must educate yourself thoroughly.
READ / STUDY:
- Free Business Trust – 98-Page Training Manual
- Weiss’s Concise Trustee Handbook (available online)
- The Art of Passing the Buck (expensive but considered a comprehensive authority on trusts)
Trustees must be comfortable working with banking forms, government forms, tax filings, and legal paperwork of all kinds.
Next Steps
Contact us via a paid telephone coaching session to discuss your goals and determine whether a Trust structure is appropriate for you.
Set up a consultation to have a serious and informed discussion about establishing a Trust.
EDU Courses & Lessons
If you’re looking to take advantage of the world’s best tools for sovereignty and freedom, you’ll want to engage with Tyler UCL as often as possible. You’ll gain real clarity on your next steps in just one hour of legal mentorship and life coaching, and you’ll develop a true ally who is not only a genius, but authentic, emotionally vulnerable, and genuinely wants your friendship. In life, we all learn that we cannot succeed alone.
