All 7 universal templates are ready. Download each one below.
Guides & Checklists
Step-by-Step Implementation Guide
Start HereMaster guide: exactly how to execute, fund, and maintain all 7 structures — in plain English, in order.
Fraudulent Transfer Checklist
CriticalUVTA/UFTA pre-transfer solvency checklist and badges of fraud analysis. The #1 thing that voids asset protection plans.
Templates
LLC Operating Agreement
Multi-member operating agreement with capital, distribution, voting, and dissolution provisions.
Revocable Living Trust
Probate-avoiding revocable trust with trustee powers, incapacity provisions, and Schedule A.
Asset Protection Trust
Irrevocable trust with spendthrift clause, distribution standards, and trustee removal mechanics.
Domestic Asset Protection Trust (DAPT)
Self-settled DAPT with qualified trustee requirements and DAPT-jurisdiction provisions.
Irrevocable Life Insurance Trust (ILIT)
Removes life insurance proceeds from your taxable estate. Includes Crummey withdrawal rights.
Medicaid Asset Protection Trust (MAPT)
Transfers assets outside Medicaid-countable estate. Addresses the 5-year look-back rule.
Pour-Over Will
Directs all probate assets into your trust at death, ensuring complete trust administration.
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