How It Works
Working With Wyoming Trust Attorney
From first conversation to fully executed trust documents, the process takes two to three weeks. Here is what that looks like.
Get in Touch
Share a brief overview of your situation using the contact form. If it sounds like a good fit, you'll receive a link to schedule your consultation with Mark.
Consultation With Mark
A confidential, one-on-one conversation where we review your assets, family situation, business interests, and where you may be vulnerable. By the end of the call, you'll know whether this approach fits your situation, what it would protect, and what it would cost.
Engagement & Design
Once you decide to move forward, you'll be invited to the Wyoming Trust Attorney Client Portal to sign the agreement and complete a detailed questionnaire about your assets, family, and objectives. From there, you'll have a phone conversation with us to go over everything in detail. We then use that conversation and your questionnaire responses to design your complete trust plan and draft all documents. The timeline is approximately two to three weeks, depending on complexity and how quickly you respond to any follow-up questions.
Delivery & Execution
The completed trust documents are delivered through the portal. We're available to answer any questions, and you're welcome to include your CPA in that conversation so the trust integrates cleanly with your broader financial and tax planning. Once you're ready, you sign and notarize all trust documents and the trust structure is formally established.
Trust Funding
Once the trust is established, your assets need to be moved into it — this is called trust funding. Each asset is retitled so the trust becomes the legal owner instead of you personally. For straightforward transfers like investment accounts and bank accounts, the process is coordinated directly. For real property, deed transfers, and more complex situations, we work with Jonathan Feniak, who specializes in trust funding and retitling assets. Land trusts and complex property transfers may involve additional cost depending on what is required.
Ongoing Support After Setup
A trust that is not administered correctly will not hold up when it matters. The Maintenance and Nexus Package covers everything required to keep the trust current, compliant, and defensible.
Discretionary Distribution Committee
For the trust to hold up, no single person can have full control over the money going in and out. That's where the Discretionary Distribution Committee (DDC) comes in — it's an independent review step that must approve every distribution from and contribution to the trust. The firm serves as the DDC. When you request a distribution through your Private Trust Company, the DDC reviews and approves it. This separation of control is what gives the trust its creditor protection, and because the firm handles it directly, the process moves quickly rather than getting stuck in a bank's approval queue.
Annual Review
Each year, we conduct a formal review of the trust to address any changes in your circumstances, process any money moving in or out of the trust, and ensure the structure remains current with any changes in Wyoming law. If questions come up between reviews, consultations are covered by the maintenance package.
Documentation and Compliance
Every time you add assets to the trust, take money out, or make an investment decision, it needs to be properly documented for the trust to remain defensible. The client portal makes this straightforward: 24-hour in-app notarization and e-signing, automated meeting minute generation, and centralized document storage so that every required record is created in minutes and preserved in one place.
If the Trust Is Ever Challenged
Proper documentation is the difference between a trust that holds up in court and one that does not. Because everything is stored in the portal from the day your assets are moved into the trust, you have a complete, organized record of every deposit, withdrawal, investment decision, and meeting minute. That record is what we relied on when we were on the other side, and it is what we make sure you always have.
Client Portal
Built to Keep Your Trust Defensible
Administration is where most people cut corners. The portal keeps everything organized so nothing falls through the cracks.
Every deposit, withdrawal, investment decision, and meeting minute is logged, organized, and stored automatically. When documentation is this easy to maintain correctly, there's no excuse for the gaps that opposing attorneys look for.
24-Hour In-App Notarization & E-Signing
Documents can be signed and notarized directly through the portal at any time, without scheduling an appointment or visiting a notary in person or printing out documents for a wet signature.
Meeting Minute Generation
The portal generates meeting minutes automatically, ensuring that every required record is created correctly and stored in the right place.
Centralized Document Storage
Every deposit, withdrawal, investment decision, and administrative record is stored in one place and organized chronologically, creating the complete paper trail that makes a trust defensible.
Distribution Requests
When you need to take money out of the trust, you submit a request directly through the portal. The firm, serving as the Discretionary Distribution Committee, reviews and acts on requests promptly — without the weeks-long delays that are standard with bank trustees.
How to Prepare for Your Consultation
The consultation is most productive when you come prepared. It helps to have a general sense of the following:
- Your net worth, including business interests, real estate, and investment accounts
- How your businesses are currently structured — LLCs, corporations, partnerships
- Any existing estate planning documents — wills, revocable trusts, insurance policies
- Specific concerns about divorce, family dynamics, business succession, or other situations you want the trust to address
The Strongest Protection Is the Kind That Is in Place Before It Is Needed.
Most people reach out after a death, a divorce, or a business dispute has already started. By then, the structure that would have kept everyone whole can no longer be put in place. The best time to do this is before life gets complicated.
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