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To Review, these are the steps you will take toward securing your assets

1. Choose Your Plan

Most Clients use the Basic Business/Family Plan, unless your assets are over 
$2.5 Million in which case, the next level up is for you!

2. Choose Trust Name

Choose your Trust name 
and enter it above. 

3. Pay First Year Fee

Hit Subscribe to enter your details and pay your first year's fees in full.  
You will also later be charged by the State of Delaware a one-time DST filing fee of $500.00

4. Execute Prepared Trust papers

After your payment is processed, you will receive a questionnaire so, as Trustee, we can file your Certificate of Trust, prepare your basic Trust Agreement & Certification of Trust, along with an abstract for your custom tabbed Trust Binder.

5. Put or Keep Assets in Subsidiaries

Of course, your assets will remain in their current, preferred entities, such as other Trusts, LLCs, or Corporations.  No need to undo what your experts & planners have done.  Your DST is not a disrupter, it is your capstone planning & protection tool.

6. Transfer Subsidary ownerhip into trust

Simply transfer your asset ownership in other Trusts, LLCs, or Corporations from yourself into your new DST.  Among other features, your DST, as a capstone to your planning, will begin to shield your assets from personal liability arising from claims, lawsuits, judgments & other unforeseen personal issues.

FREE Customized Trust Binder

Just $9.00 to cover Shippping & Handling

If you did not order your FREE - CUSTOMIZED for your Trust - Organization Binder at checkout, this is your chance to do so. 
 
Use your Organization Binder to store your DST Papers, including the Certificate of Trust, Declaration, Tax EIN, Trust Abstract, etc. 

The Organization Binder comes in your choice of Maroon or Classic Blue, complete with a set of customized, labeled tabs!
 
A $45 value, Free to you, Just pay $9 S&H. 

Email to Add to Order

Trustee Management Services, LLC

302.351.4928

info@detrustee.com

122 Delaware Street
2nd Floor
New Castle, Delaware 19720

1201 N. Orange Street
Suite 7535
Wilmington, Delaware 19801