#ModuleWhat it is
A1Irrevocable TrustThe root instrument, drafted and executed for you, holding what you own apart from your personal name. Irrevocable on purpose, because a structure you can rewrite under pressure protects nothing. Delivered with the certification that is the only page a bank ever needs to see.
A2The Offices of the TrustYou are the Grantor and the Trust Overseer; one independent person holds the property and the only power to distribute it, so no one hand carries every power, and a successor stands named for every office before it is needed. Who holds what, what each may do, and what none of them may ever do.
A3The Funding EngineA permanent policy the trust applies for, owns and receives — the reserve the rest of the structure is built and funded from. Set up so the value inside it stays reachable while you are alive and the benefit lands where the trust directs, not in your estate.
A4What the Trust May AcceptThe admission test: three things and nothing else. Putting the wrong asset into the right trust is how people quietly break their own structure, so everything else goes to a company below it. What goes in, what never does, and the record each contribution needs.
A5Standing DocumentsThe papers around the trust, prepared for your state: the will that catches whatever the trust does not hold, the financial power of attorney, the healthcare proxy and directive, and the authorization that lets the people who need to be told be told.
A6Clean Your StandingDebt and record correction run to the letter of consumer law, with your written disclosures, your contract and your three-day right stated up front. Administration owners receive it at a full discount and pay postage only, with no cap on rounds.
A7Benefit-Protected ShareOptional. Where someone in the family receives a benefit that depends on need, their share is held so the benefit survives the inheritance. Funded with your property and never theirs, so no State is repaid out of it. Drafted where a beneficiary needs it, prepared and held on file where nobody does yet.
A8Trust Records & Fiduciary AccountingThe accounting a trust actually requires, which is not business bookkeeping: what is principal, what is income, and the annual file that closes. Every instrument fingerprinted and anchored. Every month closed, every year tested and entered, so the file proves itself.
A9Your Own PositionWhere you stand inside your own structure: role-holder, overseer, signer, employee — never owner, never guarantor, never a beneficiary of your own trust. The habits that keep that true, and the ordinary ones that quietly undo it.