Guide

This document pack is a comprehensive guide to setting up your own Private Trusts, including the various processes used by the team. The guide also covers the meaning of ‘status correction’ and a list of some of the options for achieving this.

We appreciate that these documents are quite technical, so we offer a bespoke service to assist you by donation. We can arrange Zooms to support you in completing your own trust documents and sovereignty process, or we can complete them for you. We also offer individual and small group training on Trusts via Zoom. Email us via the contact page to discuss your needs.

A Layman’s Educational Guide to Forming Private Express Trusts:

0.-Instructions-V9 Download

The Sovereign Trust Example Documents:

1.-The-Sovereign-Trust-Deed-V14-PDF Download

1.-The-Sovereign-Trust-Deed-V14-Word Download

2.-Res-V3-PDF Download

2.-Res-V3-Word Download

3.-Memorandum-of-Trust-V3-PDF Download

3.-Memorandum-of-Trust-V3-Word Download

4.-Security-Agreement-V2-PDF Download

4.-Security-Agreement-V2-Word Download

5.-Amendment-Address-V2-PDF Download

5.-Amendment-Address-V2-Word Download

6.-Bill-of-Sale-V2-PDF Download

6.-Bill-of-Sale-V2-Word Download

7.-Trustee-Affidavit-V2-PDF Download

7.-Trustee-Affidavit-V2-Word Download

8.-RX1_A_V1 Download

8.-RX1_B_V3 Download

9.-ExpressTrusts_Weiss_2008-pdf Download

10.-Equity-and-Trusts-6th-edition-Alistair-Hudson Download