TRUST SETUP Instructions

TRUST README
Private Express Trust index of pages:
TRUST SETUP
1. Declaration of Trust 11 pages

2. Declaration and Certification of Private Trust 1 page
3. Trust Indentures 10 pages
4. Schedule A 1 page
5. Grantor’s Certificate of Equitable Ownership 1 page
6. Beneficiary’s Certificate of Equitable Interest 1 page
7. Certificate Stub 1 page
8. Pure Trust Certificate 1 page
I. Trustee Nomination Letter 1 page
II. Trustee Resignation Letter 1 page
III. Notice of Transfer of Equitable Ownership 1 page
IV. Acceptance of Trustee Nomination 1 page
V. Acceptance of Transfer of Equitable Ownership 1 page
MEETING MINUTES
1. Schedule A Acceptance 6 pages

2. Definitions 1 page
3. Indenture Number 41 3 pages
4. Trust Manager Appointment 2 pages
5. Appointment of Protector 2 pages
6. Units Distribution 3 pages
7. Equitable Ownership Confirmation 2 pages
I. Banking Minute 1 3 pages
II. Banking Minute 2 2 pages
III. Schedule B 2 pages
IV. Trustee Appointment 2 pages
V. Successor Trustee Nomination 2 pages
VI. Confirmation of Transfer of Equitable Ownership 2 pages
Total: 64 pages
Documents highlighted in YELLOW are used on an “as necessary” basis.

Documents highlighted in BLUE must be notarized.
Choose only one document highlighted in GRAY which is used on the basis that:
The Grantor can be the only holder of equitable ownership.
More commonly, the Beneficiaries split up the Units of Equitable Ownership (percentage).
You must create multiple Certificates, Stubs, and Confirmation Minutes for all of the
Beneficiaries.
**THE UNITS MUST EQUAL 100. PAY ATTENTION!!**
TRUST SETUP INSTRUCTIONS -------------------------------- Pg. 1

NOTES:
You will encounter different sample names throughout the documents. Below is what they are
and how they apply:
First-Middle: Last – Grantor, Trustee, and Beneficiary (you)

**also can be just the Grantor & Beneficiary if you have other Trustees
Somebody-Else: Too – Trustee and Beneficiary
**can just be Trustee if you assign other Beneficiaries
Third-Person: Maybe – Trustee and Beneficiary (Only 2 trustees are required.)
Beneficiary-Name: Here – Beneficiary, appears in several of the Trust Minutes
Successor-Trustee: Name – If nominated, this is who succeeds a Trustee in one of the Minutes.
Succeeding-Beneficiary: Name – If nominated, this is the individual to receive equitable
ownership.
Protector-Name: Here – This is another person (not Trustees) to be the protector. They aren’t
required to do anything unless called upon. Just have someone sign.
--PRIVACY OF THE TRUST--

Do NOT register the Trust anywhere. It is Private! The only portions of the Trust that may be
publicized are the Declaration of Trust, the Trust Indentures, and the Declaration and
Certification of Trust.
Only present Notice of the existence of it using the Declaration of Trust and Declaration and
Certification of Trust as needed. The Trust Minutes are completely Private and shall NOT be
publicized in any manner unless you agree to do so, charging an appropriate fee of your choice
for seeing the activities of your Private Trust.
When you need to show evidence that your Trust exists, present the two Notarized documents
but do not allow the other party to make copies. If they try to give you a hard time, just ask them
for a warrant because the Trust is protected by the Fourth Amendment.
--EDITING NOTES--
Remove all highlights from the text. They are highlighted for you to know where to make your
edits.
Do not break the format. Make sure the title on top of the pages is neatly where it should be.
The notary brackets should sit properly one on top of the other as you see before you. This
document set was created for you so as to make things easy.
The Trust Minutes have meeting numbers. Make sure you number them correctly as you use
them!
--POSSIBILITIES FOR THE TRUST--

There is one Grantor. There must be at least two Trustees, but there are tons of options as
mentioned above. Two Trustees can be both the Trustees and Beneficiaries. It depends on your
discretion.

As you read these documents, it will become clear to you how many uses there are for this Trust.
Study them and you will see that your imagination on how to handle your own affairs is truly
only limited by your ability to self-govern. Remaining within the general law (the Common
Law) is your limitation. You write your own law and contracts when you adhere to these simple
principles.
Good luck!

TRUST SETUP Instructions

Uploaded by

Copyright:

Available Formats

TRUST SETUP Instructions

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

TRUST SETUP Instructions

Uploaded by

Copyright:

Available Formats

TRUST README

Private Express Trust index of pages:

1. Declaration of Trust 11 pages

1. Schedule A Acceptance 6 pages

Documents highlighted in YELLOW are used on an “as necessary” basis.

TRUST SETUP INSTRUCTIONS -------------------------------- Pg. 1

First-Middle: Last – Grantor, Trustee, and Beneficiary (you)

--PRIVACY OF THE TRUST--

--POSSIBILITIES FOR THE TRUST--

TRUST SETUP INSTRUCTIONS -------------------------------- Pg. 2

TRUST SETUP INSTRUCTIONS -------------------------------- Pg. 3

You might also like