Frequently Asked Questions
Find answers to common questions about our private trust services.
A private trust is a legal arrangement where a grantor transfers assets to a trustee who manages them for the benefit of designated beneficiaries. Unlike public trusts, private trusts do not require state registration and offer enhanced privacy for your financial affairs.
A Business Trust holds and protects business interests and ownership stakes. A Crypto Trust is specifically designed for digital asset custody with portfolio management features. A Real Estate Trust holds property titles and manages real estate assets. A Trust Fund is a general-purpose trust for holding cash, investments, and other financial assets for dependents. An Irrevocable Trust permanently removes assets from your personal estate, providing maximum creditor protection and estate tax benefits. A Spendthrift Trust restricts a beneficiary's access to trust principal and protects trust assets from the beneficiary's creditors. Each trust type is tailored with features and management tools suited to that specific use case.
A revocable trust allows the grantor to modify, amend, or dissolve the trust at any time during their lifetime, providing maximum flexibility. An irrevocable trust, once established, generally cannot be changed without the consent of beneficiaries, but it offers stronger asset protection and potential tax advantages. The right choice depends on your goals — whether you prioritize ongoing control or long-term estate protection.
No. Our platform guides you through the entire trust creation process with a step-by-step wizard. Our team reviews every submission to ensure proper structure. However, we always recommend consulting with a legal professional for complex estate planning needs.
The online application takes about 10-15 minutes to complete. Our team reviews applications within 24 hours. Once approved, your trust is active and you can begin managing your assets immediately.
You will typically need a valid government-issued ID, proof of address, and information about your beneficiaries. For asset-specific trusts, you may also need property deeds, business formation documents, or crypto wallet addresses. Our platform guides you through the document collection process step by step during trust creation.
There is no strict legal minimum to create a trust, but we recommend funding your trust with sufficient assets to justify the setup and maintenance costs. Minimum funding thresholds vary by trust type — for example, crypto trusts and business trusts may have different recommended minimums than a standard trust fund. Contact our team for specific guidance on the trust type you are considering.
A guarantor is required for Trust Fund applications. The guarantor provides oversight for the trust and must provide a signature during the application process. This ensures an additional layer of accountability for trusts established on behalf of dependents.
Yes. Private trusts are not registered with the state, which means your trust details are not part of any public record. We use industry-standard encryption and security measures to protect your data.
We employ institutional-grade security measures including cold storage for the majority of digital assets, multi-signature wallet technology, and hardware security modules to protect private keys. Our infrastructure is designed to keep assets offline and isolated from internet-connected threats.
All accounts are protected by two-factor authentication using authenticator apps, along with email verification for sensitive actions such as withdrawals and trust modifications. We also implement session management, login notifications, and IP-based anomaly detection to safeguard your account from unauthorized access.
Yes. You can add multiple beneficiaries to any trust type. Each beneficiary can have different details including their relationship to you, contact information, and date of birth.
Trust modifications are handled on a case-by-case basis. For revocable trusts, changes to beneficiaries, distributions, and other terms can generally be made through our platform. Please contact our team for any changes to your trust structure or other details.
A revocable trust can be dissolved or terminated at any time by the grantor during their lifetime. If you wish to terminate your trust, you will need to submit a formal termination request, after which all assets will be distributed or transferred according to your instructions. Please note that irrevocable trusts have stricter termination requirements and may require beneficiary consent.
Once your trust is approved, you can manage a cryptocurrency portfolio with real-time price tracking. You can deposit, withdraw, and swap between supported digital assets directly through your dashboard.
Distributions can be requested through your account dashboard by submitting a withdrawal request. Depending on the asset type, you can receive distributions in fiat currency via bank transfer or as digital assets sent directly to your personal wallet. All distribution requests are reviewed and processed in accordance with the terms of your trust agreement.
When beneficiaries inherit a crypto trust, digital assets are transferred according to the terms defined in the trust agreement, either as cryptocurrency sent to their wallets or liquidated and distributed as fiat. This process bypasses probate entirely, providing a seamless and private transfer of digital wealth to your beneficiaries.
Our trust setup fees vary depending on the type and complexity of the trust you are establishing. All fees are transparently disclosed before you commit, with no hidden charges or surprise costs. Contact our team for a detailed breakdown of fees for your specific trust type.
Tax treatment depends on the type of trust you establish. Revocable trusts are generally treated as part of your taxable estate, while irrevocable trusts can offer significant estate tax benefits by removing assets from your personal estate. We recommend consulting a qualified tax advisor for guidance specific to your situation.
We adhere to all applicable Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations, including identity verification, ongoing transaction monitoring, and suspicious activity reporting. Our digital asset custody practices meet the same financial-grade compliance standards required of traditional trust institutions.
Upon the grantor's death, a revocable trust typically becomes irrevocable, and the successor trustee assumes responsibility for managing and distributing assets according to the terms of the trust. Beneficiaries are notified, and distributions proceed as outlined in the trust agreement. This process avoids probate, allowing for faster and more private transfer of assets.
Yes, you can designate your trust as the beneficiary of life insurance policies, retirement accounts, and other financial instruments. This ensures those assets are distributed according to the terms of your trust rather than passing through probate. We recommend coordinating with your insurance provider or retirement plan administrator to update your beneficiary designations after your trust is established.
Yes, non-U.S. residents and citizens can establish trusts on our platform, subject to identity verification and compliance with applicable regulations in their jurisdiction. International clients should be aware that cross-border trusts may carry additional tax reporting obligations. Our onboarding process will guide you through the requirements specific to your country of residence.