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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
Affidavit_of_Trust.docx
Formal declaration establishing the trust’s existence, purpose, and authority.
Certificate_of_Trust.docx
A simplified document used for banks, institutions, and third parties to verify trust existence without disclosing full terms.
Dynasty_ClauseAddendum.docx
Optional addendum extending the trust’s duration across generations.
Emergency_Trust_Resolution.docx
Pre-drafted resolution for emergency decision-making when trustees cannot meet.
Trustee_Acceptance.docx
Formal acceptance of duties, obligations, and fiduciary role by the trustee(s).
Beneficiary_Distribution_Memo.docx
Template for allocating trust assets or income to beneficiaries.
Fee_Schedule.docx
Establishes any administrative fees, compensation terms, or service structures within the trust.
Bill of Sale (Trust Transfer).docx
Used to transfer property from the grantor/settlor into the trust’s ownership.
Title_Deed_Transfers (and Copy Versions).docx
Templates for transferring real property titles into the trust.
PrivateSecurityAgreement.docx
Creates a private lien or claim on trust property for added protection.
EIN_Bank_Trust Instructions.docx
Step-by-step instructions for obtaining a Trust EIN and establishing a compliant trust banking profile.
Private_Indemnity_Agreement.docx
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
Affidavit_of_Trust.docx
Formal declaration establishing the trust’s existence, purpose, and authority.
Certificate_of_Trust.docx
A simplified document used for banks, institutions, and third parties to verify trust existence without disclosing full terms.
Dynasty_ClauseAddendum.docx
Optional addendum extending the trust’s duration across generations.
Emergency_Trust_Resolution.docx
Pre-drafted resolution for emergency decision-making when trustees cannot meet.
Trustee_Acceptance.docx
Formal acceptance of duties, obligations, and fiduciary role by the trustee(s).
Beneficiary_Distribution_Memo.docx
Template for allocating trust assets or income to beneficiaries.
Fee_Schedule.docx
Establishes any administrative fees, compensation terms, or service structures within the trust.
Bill of Sale (Trust Transfer).docx
Used to transfer property from the grantor/settlor into the trust’s ownership.
Title_Deed_Transfers (and Copy Versions).docx
Templates for transferring real property titles into the trust.
PrivateSecurityAgreement.docx
Creates a private lien or claim on trust property for added protection.
EIN_Bank_Trust Instructions.docx
Step-by-step instructions for obtaining a Trust EIN and establishing a compliant trust banking profile.
Private_Indemnity_Agreement.docx
Protects trustees and trust operations from liability and clarifies internal protections.