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EstateGlobal / Delaware Trust

🇺🇸 Delaware · Trust planning

Give your Delaware trust a clear purpose.

Turn a complex trust conversation into a practical plan for administration, investment responsibility, and family succession.

Understand the key decisions
Your purposebefore the paperworkYour checklistbefore the consultation
Delaware TrustTrust administration & oversightPart of EstateGlobalIndependent information

The starting point

Understand the decisions.
Then consider the documents.

Use this guide to prepare for a qualified adviser’s review of a Delaware trust.

Delaware’s trust provisions sit within Title 12 of its Code. Review the applicable provisions with counsel rather than assuming a jurisdiction label determines the result.

Official reference: Delaware Code — Title 12, Chapter 35 ↗
01

Roles in writing

Decide who should administer, advise, supervise, and communicate with beneficiaries. Ask counsel to document authority and accountability.

02

Assets and investment

Prepare a list of concentrated holdings, business interests, and other assets that may need a tailored investment policy.

03

Continuity

Discuss changes of trustee, incapacity, disputes, and how the plan could be reviewed as family circumstances change.

For your first conversation

Three questions
worth asking.

Bring your priorities into the room. Ask for clear answers, a written scope, and the full picture of ongoing responsibilities.

  1. How should investment and distribution responsibilities be allocated?
  2. How will concentrated business holdings be handled?
  3. What happens if a trustee or adviser needs to be replaced?

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.

Planning responsibly. Do not transfer assets or sign formation documents based on this guide. Disclose existing obligations and obtain coordinated legal and tax advice in the relevant jurisdictions. Privacy does not mean secrecy from lawful reporting.

Useful answers

Before you
take the next step.

Is a Delaware trust only for Delaware residents?

Residence alone is not the full analysis. Ask an adviser to review governing law, local administration, tax connections, and whether the proposed structure is appropriate.

Can I keep my investment adviser?

That depends on the intended arrangement and provider. Ask how adviser authority, trustee duties, fees, and conflicts would be handled.

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.

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.

12 guides
Trust

British Virgin Islands

Business ownership & succession

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A clearer plan starts with a question.

What do you want the next chapter to look like?

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