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Guide

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

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Start by reading the Instructions:

0.-Instructions-V30 Download


Then download the set of Sovereign Trust Example Documents:

1.-The-Sovereign-Trust-Deed-V23-PDF Download

1.-The-Sovereign-Trust-Deed-V23-Word Download

2.-Res1-TA01-V6-PDF Download

2.-Res1-TA01-V6-Word Download

2.-Res2-TA02-V2-PDF Download

2.-Res2-TA02-V2-Word Download

3.-Memorandum-of-Trust-V7-PDF Download

3.-Memorandum-of-Trust-V7-Word Download

4.-Trustee-Affidavit-V3-PDF Download

4.-Trustee-Affidavit-V3-Word Download

5.A.-Trustee-NDA-LC-V1-PDF Download

5.A.-Trustee-NDA-LC-V1-Word Download

5.B.-Trustee-NDA-Person-V1-PDF Download

5.B.-Trustee-NDA-Person-V1-Word Download

6.-RX1_Form_A Download

7.-Amendment-Address-V3-PDF Download

7.-Amendment-Address-V3-Word Download

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

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

9.-Will-V2-PDF Download

9.-Will-V2-Word Download

10.-ExpressTrusts_Weiss_2008-pdf Download

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