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.
Recommended starting point
Free De-Programming Video Series
If you are interested in reclaiming your sovereignty and freedom, take the time to learn and study. There’s a wide web of information — get your head on straight. We highly recommend you start here: over 24 hours of free detailed video and audio material on the correct path to freedom.
