Implementation Roadmap
Setting up a Family Trust typically takes 1 to 3 months. Below is the 4-step process we follow to ensure a smooth and high-quality implementation.
Consultation & Design
We listen to your family's needs and current asset situation to design the best trust structure (Settlor, Trustee, Beneficiaries, and Successors).
Drafting & Coordination
Based on the design, we draft the legal contract and coordinate with financial institutions (banks) to ensure they will accept the trust structure for account management.
Notarization
All parties meet at a Notary Office to sign the contract as a Notarial Deed. This provides the highest level of legal proof and prevents future disputes.
Registration & Handover
We handle the official registration of real estate at the Legal Affairs Bureau and provide a comprehensive implementation report to the family.
Trust vs. Guardianship
Family Trust
- Proactive asset management (investments, sales) possible.
- Low ongoing costs (no court supervision fees).
- Can designate successors for multiple generations.
Adult Guardianship
- Strict court supervision (focused on asset preservation).
- Ongoing professional fees (if external guardian appointed).
- Hard to terminate once started.
Start Your Roadmap Today
Take the first step towards a secure future. Contact us for a free consultation and initial design proposal.