Premium Financial Trust Setup Checklist

Build with Intention. Protect with Precision.

Step confidently into the world of financial trust creation with this expertly designed, premium checklist, crafted for entrepreneurs, visionaries, estate architects, and anyone committed to building generational strength.

This downloadable PDF isn't just a checklist — it’s a strategic blueprint that walks you through every critical phase of trust formation. Whether you’re establishing a Revocable Living Trust, Irrevocable Trust, or a multi-entity structure with holding companies, this guide ensures you're not missing a single step.

Created by Danielle Cherie Wells, whose consulting and branding empire bridges the worlds of legal precision and intentional legacy-building, this tool is the ultimate companion for those seeking clarity, compliance, and confidence.

What’s Inside:

• Step-by-step guidance through 10 foundational and advanced phases of trust creation

• Legal roles and structure breakdowns: Grantor, Trustee, Trust Protector, Beneficiaries

• Insight on asset transfer, entity formation, compliance, and documentation

• Designed for domestic and international trust frameworks

• Clean, elegant design for printing, annotating, or use during consultation

Ideal For:

• Entrepreneurs forming trusts to house business entities, real estate, or IP

• Families engaging in multi-generational estate planning

• Coaches, consultants, and thought leaders seeking asset protection with elegance

• Anyone who desires a clear, self-paced guide without paying legal retainers upfront

Bonus Add-On:

→ Book a Private Trust-Building Consultation (sold separately)
Take your checklist further with a 1-on-1 strategy session to build a trust aligned with your personal, business, and spiritual goals. 

Format:

• Instant Download

• Printable PDF (8.5” x 11”)

• Professionally formatted for clarity and usability

• Compatible with mobile, tablet, and desktop use

Trust is more than paperwork. It’s the foundation of your legacy.
Download the Premium Financial Trust Setup Checklist and begin building your empire with clarity, confidence, and control.

⚠️ Disclaimer: This checklist and any associated materials are intended for educational and strategic planning purposes only. Danielle Wells Consulting does not provide legal, tax, or financial advice. Users are encouraged to consult a licensed attorney, CPA, or fiduciary specialist for formal trust creation and compliance-related services.