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The Private Trust Starter Bundle™ provides every essential document required to establish a fully functioning, private ecclesiastical irrevocable trust.
Whether you are transferring property, setting up banking, accepting trustees, issuing distributions, or protecting assets, this bundle offers professional-grade templates for immediate use.
Perfect for:
Private Estates
Ecclesiastical or Express Trust
Asset Protection
Family Lineage Trusts
Included Trust Documents
1. Trust Instrument Package
Formal Trust Instrument
Affidavit of Trust
Formal declaration establishing the trust’s existence, purpose, and authority.
Certificate of Trust
A simplified document used for banks, institutions, and third parties to verify trust existence without disclosing full terms.
Dynasty Clause Addendum
An optional addendum extending the trust’s duration across generations.
Emergency Trust Resolution
Pre-drafted resolution for emergency decision-making when trustees cannot meet.
Trustee & Beneficiary Administration
Trustee Acceptance
Formal acceptance of duties, obligations, and fiduciary role by the trustee(s).
Beneficiary Distribution Memo
Template for allocating trust assets or income to beneficiaries.
Fee Schedule
Establishes any administrative fees, compensation terms, or service structures within the trust.
Property Transfer & Asset Documentation
Bill of Sale (Trust Transfer)
Used to transfer property from the grantor/settlor into the trust’s ownership.
Title Deed Transfers (and Copy Versions)
Templates for transferring real property titles into the trust.
Private Security Agreement
Creates a private lien or claim on trust property for added protection.
Trust Banking & EIN Setup
EIN Bank Trust Instructions
Step-by-step instructions for obtaining a Trust EIN and establishing a compliant trust banking profile.
Indemnity & Liability Protection
Private Indemnity Agreement
Protects trustees and trust operations from liability and clarifies internal protections.
The Private Trust Starter Bundle™ provides every essential document required to establish a fully functioning, private ecclesiastical irrevocable trust.
Whether you are transferring property, setting up banking, accepting trustees, issuing distributions, or protecting assets, this bundle offers professional-grade templates for immediate use.
Perfect for:
Private Estates
Ecclesiastical or Express Trust
Asset Protection
Family Lineage Trusts
Included Trust Documents
1. Trust Instrument Package
Formal Trust Instrument
Affidavit of Trust
Formal declaration establishing the trust’s existence, purpose, and authority.
Certificate of Trust
A simplified document used for banks, institutions, and third parties to verify trust existence without disclosing full terms.
Dynasty Clause Addendum
An optional addendum extending the trust’s duration across generations.
Emergency Trust Resolution
Pre-drafted resolution for emergency decision-making when trustees cannot meet.
Trustee & Beneficiary Administration
Trustee Acceptance
Formal acceptance of duties, obligations, and fiduciary role by the trustee(s).
Beneficiary Distribution Memo
Template for allocating trust assets or income to beneficiaries.
Fee Schedule
Establishes any administrative fees, compensation terms, or service structures within the trust.
Property Transfer & Asset Documentation
Bill of Sale (Trust Transfer)
Used to transfer property from the grantor/settlor into the trust’s ownership.
Title Deed Transfers (and Copy Versions)
Templates for transferring real property titles into the trust.
Private Security Agreement
Creates a private lien or claim on trust property for added protection.
Trust Banking & EIN Setup
EIN Bank Trust Instructions
Step-by-step instructions for obtaining a Trust EIN and establishing a compliant trust banking profile.
Indemnity & Liability Protection
Private Indemnity Agreement
Protects trustees and trust operations from liability and clarifies internal protections.