Can Someone Be Grantor or Trustee for My Trust

Can Someone Be Grantor or Trustee for My Trust

Yes! We now offer the ability to add us as a grantor ($1,000 / trust) or trustee ($250 / trustee / year) to any of your Bulletproof Trusts.

This service will avoid any issues where a student may not have a person who is willing to sign as a grantor or trustee, simply because they do not understand how there can be no legal liability associated with the role.

We can offer to fill the positions of the other (2) trustees that are required for a Bulletproof Trust, including giving the Head Trustee (you) unilateral voting rights, inability to be voted off the Board of Trustees, and the ability to dismiss anyone else as trustee at any time. We can be both grantor and trustee since we'll never be listed as a beneficiary.

NOTE: We do not provide our Social Security Numbers for any purpose.
NOTE: All notarization and shipping fees incurred by PWA must be reimbursed by the student.
NOTE: A maximum of (2) hours per year may be dedicated towards trustee duties.