Do it yourself · The path where the walk begins
The Trust Creation Course
The Trust Creation Course teaches a family to create and establish its own irrevocable Family Legacy Trust, at its own pace. It is guided video lessons in plain language and conversation prompts, yours to keep for life. It is $497, one time. If you decide you would rather we do it for you, you can upgrade at any time.
What the course includes
- 23 guided video lessons in plain language, about 3 hours 15 minutes in all
- A transcript and a notes PDF for every lesson
- The printable Family Legacy Trust DIY Workbook, with checklists
- Conversation prompts to explore your family’s beliefs and philosophies on wealth, money, private governance, morals, giving, and more
- The Biblical foundation of trusts, its benefits, how to operate a business under trust, transferring property, living in trust, writing the trust, and more
- Yours to keep, revisit any season
- Upgrade to a done for you folio at any time
The walk, in 23 lessons
- Introduction
- Biblical Foundation
- Biblical Foundation 2
- Benefits of the Family Legacy Trust
- What Can a Trust Do
- Transferring Property
- Operating a Business in Trust
- Drafting the Declaration
- Settlor’s Intent
- Creation, Nature & Purpose
- Distribution Provisions
- Family Controlled & Directed
- Family Succession & Fiduciary
- Beneficiaries & The Quiet Trust
- Board of Sacred Stewards Powers
- Beneficiary Share & Succession
- Digital Assets
- Elite Protection
- Trust Bylaws & Governance
- Operating in Trust
- Getting the EIN
- Setting Up a Private Bank Account
- Closing Benediction
When you are ready for the heirloom
The course is the path where the walk begins. Families who would like the trust written for them, wrapped in leather and sealed at their own table, can step up to the Family Legacy Trust Folio whenever they choose.
To read about the path first, see how to set up an irrevocable trust yourself.
Questions, plainly answered
Who is the course for?
For the family that wants to learn how a Family Legacy Trust works and build it on its own time, at its own pace.
Can I upgrade later?
Yes. If you decide you do not want to do it yourself, you can upgrade at any time.
Is this legal advice?
No. The course is education. It teaches how trusts work so your family can act with understanding.
Build the house your offspring will live in for a thousand years.
There is nothing to decide today. When you are ready, we would be glad to sit with your family.
Go all in on your family, forever.