Questions, answered
Everything you might want to know about setting up and running a private trust with us.
A private trust is a legal structure where you (the grantor) hand assets to a trustee, who holds and manages them on behalf of the people you name as beneficiaries. Because private trusts are not filed with the state, they stay off the public record and keep your financial arrangements confidential.
Each structure is built for a different kind of asset. A Business Trust holds ownership stakes and business interests. A Crypto Trust focuses on digital asset custody with built-in portfolio tools. A Real Estate Trust takes title to property and manages it. A Trust Fund is a general-purpose vehicle for cash, investments, and support for dependents. An Irrevocable Trust moves assets permanently out of your estate for the strongest creditor protection and tax treatment. A Spendthrift Trust limits how much a beneficiary can draw and shields the trust from their creditors. We match the tooling and oversight to whichever one you pick.
With a revocable trust you keep full control and can amend, restructure, or close it during your lifetime. An irrevocable trust trades that flexibility for stronger protection: once set up it generally cannot be altered without beneficiary consent, but in return it shields assets and can reduce estate tax. Which fits comes down to whether you value ongoing control or long-term protection more.
Not to get started. Our guided wizard walks you through every step, and our team checks each submission for sound structure before approval. For complicated estates we still suggest looping in a legal advisor.
The application itself runs about 10 to 15 minutes. We review submissions within 24 hours, and once you are approved the trust goes live so you can start moving assets in right away.
Generally a government-issued photo ID, proof of address, and beneficiary details. Asset-specific trusts may also call for property deeds, company formation papers, or wallet addresses. The wizard tells you exactly what to upload as you go.
There is no hard legal floor, but it is worth funding the trust with enough to make the setup and upkeep worthwhile. Recommended minimums differ by type, since a crypto or business trust is not the same as a basic trust fund. Reach out and we will advise for the structure you have in mind.
Trust Fund applications require a guarantor: someone who provides oversight and signs off during the application. It adds a layer of accountability when a trust is created for dependents.
Yes. Since private trusts are not registered with the state, their details never appear in public records. On top of that we encrypt your data and follow industry-standard security practices.
We keep the bulk of holdings in cold storage, use multi-signature wallets, and store private keys in hardware security modules. The design keeps assets offline and walled off from internet-borne threats.
Every account supports two-factor authentication through authenticator apps, plus email confirmation for sensitive actions like withdrawals or trust changes. We also run session controls, login alerts, and IP-based anomaly checks.
Absolutely. Any trust type supports multiple beneficiaries, each with their own relationship, contact details, and date of birth.
It is handled case by case. For revocable trusts you can usually update beneficiaries, distributions, and terms through the platform. For structural changes, just contact our team.
A revocable trust can be closed by the grantor at any point during their lifetime. To wind one down you submit a formal termination request, and assets are then distributed or transferred per your instructions. Irrevocable trusts are stricter and may need beneficiary consent.
After approval you get a portfolio with live pricing, and you can deposit, withdraw, and swap between supported assets straight from your dashboard.
Submit a withdrawal request from your dashboard. Depending on the asset, you can take distributions as fiat by bank transfer or as crypto sent to your own wallet. Every request is reviewed against your trust agreement before it is processed.
When beneficiaries inherit, digital assets pass according to the trust agreement, either as crypto sent to their wallets or liquidated and paid out as fiat. The whole thing skips probate, so the handover stays private and quick.
Setup fees depend on the type and complexity of the structure. Everything is disclosed up front, with no hidden or surprise charges. Ask us and we will break down the costs for your specific trust.
It depends on the structure. Revocable trusts usually count as part of your taxable estate, while irrevocable trusts can deliver real estate-tax savings by moving assets out of it. For your exact situation, talk to a qualified tax advisor.
We meet KYC and AML requirements, including identity verification, ongoing transaction monitoring, and suspicious-activity reporting. Our custody practices hold to the same financial-grade standards expected of traditional trust institutions.
A revocable trust typically becomes irrevocable, and the successor trustee steps in to manage and distribute assets under the trust terms. Beneficiaries are notified and distributions follow the agreement, all without going through probate.
Yes. You can name the trust as beneficiary of life insurance, retirement accounts, and similar instruments, so those assets follow your trust terms instead of going through probate. Update the designations with your provider once the trust is in place.
Yes. Non-U.S. residents and citizens can set up trusts, subject to identity verification and the rules of their jurisdiction. Cross-border trusts can carry extra tax-reporting duties, and onboarding walks you through what applies in your country.