👑 What Name Do You Want for Your Trust?
(Enter your first choice +
a backup in case it's taken)
Before you answer, understand this:
Your Trust name is more than paperwork — it’s a claim to legacy.
🛡 Why It Matters:
When your Trust holds your LLC, bank account, intellectual property, or real estate — the name on the Trust becomes the name that owns it all.
If your family name becomes a Trust…
You now legally own your own last name. No one else can touch it or brand it before you. You turned your bloodline into an estate.
🧠 Choose Trust Name:
• Option 1: Use your family name (ex: Nieves Family Trust)
• Option 2: Use a powerful phrase or sacred word you resonate with
(ex: Dynasty Trust, Sacred Path Trust, Kingdom Legacy Trust)
🗝 Real Talk:
I was a peasant with a king's vision.
Now I own the word Dynasty through my Trust. You can do the same.
Pick a name that your grandchildren’s children will speak with pride.
✍️ Your Turn:
Conditions for Beneficiary Trust
Optional – Fill out only if you want to set custom rules for when or how your beneficiaries receive their share of the estate.
Here are some advanced scenarios to consider, inspired by how elite families structure generational wealth:
1. Educational Milestone
"My child must complete a Bachelor’s degree (or higher) to receive their full distribution."
Why: Many families choose to incentivize formal education before releasing funds.
2. Age-Based Release (Staged Payouts)
"25% at age 25, 25% at age 30, 50% at age 35."
Why: Helps prevent irresponsible spending and encourages maturity over time.
3. Business Contribution
"Must present a business plan and get approval from the trustee before receiving investment funds."
Why: Ensures wealth is used to build, not just consume.
4. Charitable Giving Requirement
"Must donate 10% of their share to a nonprofit organization of their choice."
Why: Embeds values of impact and legacy into the wealth distribution.
5. Marriage Clause
"Beneficiary must sign a prenuptial agreement before inheritance is released."
Why: Protects assets from legal disputes or divorce-related claims.
6. Health & Wellness Compliance
"Beneficiary must maintain a healthy lifestyle or complete a verified sobriety program."
Why: Helps prevent the inheritance from enabling self-destructive behavior.
7. Legacy Continuation Clause
"Must continue the family legacy by managing a family business, foundation, or holding company."
Why: Promotes generational stability and brand continuity.
8. Ethical or Spiritual Conditions
"Must complete a rite of passage, mentorship program, or spiritual journey."
Why: Adds deeper meaning and personal growth before wealth transfer.
Your Custom Conditions (optional):
Leave this section blank if you want equal and unconditional distribution.
Name Your Holdings Company
Before you type anything, read this real quick 👇🏽
🛡️ Your Holdings Company is not the name of your brand. It’s the private company that owns your assets, protects your trust, and sets the tone with banks and lenders. That means:
🧠 The name matters.
It should sound timeless, powerful, and strategic.
✅ Guidelines:
• Use Latin, Roman, or Egyptian root words
• Make it sound like an estate or dynasty, not a product
• Keep it short, smart, and serious
🧱 Examples:
If your public brand is:
Coastal Logistics LLC
Your holdings might be:
Via Litus Holdings LLC (Latin for “Coastal Way”)
If you sell concrete, don’t use:
❌ “Concrete Wizard LLC”
Instead, go for:
✅ Titancrete Solutions LLC (State-Owned LLC)
✅ Durus Imperium Holdings LLC (Private Layer)
🧠 Pro Tip:
Your state LLC is the face of the business.
Your holdings is the power behind the throne.
✍️ Your Turn:
Holdings Company Name (Latin-Inspired): Ex: “Nobilis Aeternum Holdings LLC”