Trusts
Explore
Trustee responsibilities, beneficiaries, distributions, and the role of your trust documents.
Ask first
Who would make decisions, what duties would they have, and what control would you retain?
Estate planning, across borders
What you’ve built.
What comes next.
Bring your family, assets, and intentions into one clear plan. Explore trusts and foundations—and the questions to answer before choosing one.
Explore the jurisdiction guides12jurisdictionsTrusts & foundationsone connected networkYour prioritiesthe starting point
Your estate planning brief
A clearer starting point
2 of 3 · Your priorities
Your preparation checklist
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Plan with perspective.Family successionBusiness continuityCross-border estatesClear responsibilities
Start with the outcome
A structure is a tool.
Your family is the purpose.
The useful question is not “Which jurisdiction is best?” It’s what you need the arrangement to do—and whether it fits the people and countries involved.
Foundations
Explore
Purpose, governance, council members, beneficiary arrangements, and the founding documents.
Ask first
How would the structure be recognised and treated in each country connected to your family?
Your wider estate
Explore
Wills, powers of attorney, business interests, ownership records, and succession intentions.
Ask first
What is missing today—and could a simpler change resolve it?
A longer view
Leave more than assets.
Leave a clear intention.
Good preparation makes room for the people, responsibilities, and decisions that will outlast any one document.
The EstateGlobal network
Explore the place.
Understand the structure.
12 focused guides. Each one helps you prepare the right questions, understand the responsibilities, and take a considered next step.
Foundation
Panama
Foundation governance & succession
panamafoundation.appTrust
Nevis
International trust planning
nevistrust.appTrust
Cook Islands
Trustee-led international planning
cookislandstrust.appTrust
Wyoming
Family governance & administration
wyomingtrust.appTrust
Nevada
Spendthrift & succession questions
nevadatrust.appTrust
Delaware
Trust administration & oversight
delawaretrust.appTrust
South Dakota
Multigenerational governance
sdakotatrust.appTrust
British Virgin Islands
Business ownership & succession
bvitrust.appTrust
The Bahamas
Family benefits & trustee selection
bahamastrust.appTrust
Jersey
Trustee duties & reserved powers
jerseytrust.appTrust
Guernsey
Fiduciary oversight & continuity
guernseytrust.appTrust
Cayman Islands
Purpose, ownership & trustee oversight
caymantrust.appNo jurisdictions match that search. Try another name or select “All jurisdictions.”
From intention to a considered decision
Three steps.
A more useful conversation.
Begin with a free planning brief. Decide what help you need once the questions are clear.
01
Clarify what matters
Choose your main priority and explore a jurisdiction, or keep your options open.
02
Prepare your brief
Organise your intentions, decision-makers, existing documents, and cross-border questions.
03
Scope the right advice
Ask the team about next steps. Any paid advice, formation, or administration needs an agreed scope and fee before work begins.
Useful answers
Before you
take the next step.
Will this tell me which structure to set up?
It gives you a starting brief and questions to discuss—not a recommendation or a legal or tax conclusion. The right answer may be a trust, a foundation, changes to your existing estate plan, or no new structure at all.
What does it cost?
The website guides and personal checklist are free. Professional advice, formation, administration, and third-party fees are separate. Ask for an itemised written scope; this site does not offer checkout or publish a fixed formation price.
Do I have to provide financial information?
No. The checklist asks only for a planning priority and an optional jurisdiction. Keep names, account details, asset values, and sensitive documents out of this website and your initial enquiry.
Can I keep my progress?
Yes. Choose “Save on this device” after your preview. It uses this browser’s local storage, not a cloud account. You can also print or save the checklist as a PDF. Different domains have separate browser storage.
A clearer plan starts with a question.
What do you want the next chapter to look like?