Starting a trust can feel overwhelming, but it doesn’t have to be. This beginner-friendly guide breaks down the fundamentals of trust creation and management into clear, simple steps that anyone can follow.
Inside the manual, you’ll discover how to properly set up, operate, and maintain a trust so it fulfills its purpose of protecting assets, preserving privacy, and securing generational wealth. From essential documents and roles of trustees, to day-to-day management and compliance tips, this guide equips you with the knowledge and confidence to take action.
Designed as both an instructional resource and a hands-on workbook, the Trust Operation Manual makes complex concepts easy to understand, giving beginners a strong foundation to build upon as their trust grows.