Setting up a family home trust was one of the best decisions I have made for my family's future. It protects my home and any other assets you choose to transfer in the future. This is how I did it. Saving thousands in less than 15 minutes.
2. 1
Protecting
my home
within a
Trust
3
Ensuring my
Life Insurance
is paid directly
to my Trust
Why do it?
The most important
element for me is that
trustees have to act in
the best interests of
the beneficiaries.
I might be a trustee
for now, but later
if something were to
happen to me, I am
there in spirit.
Ensuring any wealth
I manage to create
has to be used in the best
way for my children, over
their lifetime. Not blown
over a couple of years.
My Approach
Delivering an easy asset protection and
estate planning strategy that protects
my family now and in the future
I realised
I have a
legacy worth
protecting
3. TrustUs
Everything we do
We believe in challenging
the status quo. We truly
think differently.
We challenge
the status quo
by making our solutions
online easy.
We just happen
to have made Asset Protection
and Estate Planning available
for hard working families
like yours.
Want to
get yourself
sorted?
Why did I prepare
Easy Wills?
The last thing I wanted was
my loved ones going through
more pain, when I know I
can be taken away from
them suddenly.
Why did I transfer
Life Insurance?
So my wealth becomes safe
from creditors and predators,
over my family’s lifetime
and beyond.
Why did I set up a
family home trust?
Because I didn’t want to
lose the roof over my head,
over something I didn’t
see coming.
Protection from creditors
and legal action
Protection from relationship
and property disputes
Control over what
happens when I die
I gained
4. The funny
thing about
wealth
It is subjective. Of course,
we can look at the uber-wealthy
elite like Bill Gates, the top
one-percenters, and wonder
what it's like to be a billionaire.
The truth is
if you own a home,
you fit into a class of wealth
that most people on the planet
don't enjoy and probably
never will.
My
lifestyle
and family
are worth
protecting
Setting up a
family home trust
was one of the best
decisions I have made
I protect
my home
and any other assets
I choose to transfer
in the future
How did
I do it?
Click on the dynamic
links to show you how
5. Easily set up your own
Family Home Trust
and Wills for the cost
of a coffee a day
How much will
your home be worth
in 30 years?
I learnt that the rules
of a family trust
are outlined in a document
called the trust deed.
The genius of the
family home trust
lies in my ability to be very
specific about protecting
my family home.
A whopping 20%
of NZ homeowners
already have their homes
in a trust, so I knew I was
doing the right thing.
6. I was hesitant at first
Could I really set up my
own family trust completely
online? You can.
The whole process
took me minutes
to complete.
The opportunity
was invaluable
I was able to set up my own
family home trust completely
hassle-free, all at my fingertips.
7. In the comfort
of my home
I have a young daughter,
and work too. So I didn’t
really have the time to
spend in meetings.
The process
I went through, meant
I could confirm details
quickly.
Take control
If I made a mistake,
I simply clicked back,
and changed details.
I could even
view documents
before I confirmed
payment.
8. Pricing and
convenience
I worked out
I saved thousands.
Other providers charge
$3,000+.
TrustUs at half
the price also offers
Consumer Financing
at less than $6 a day.
Affordability
and protection
I am not out of pocket
and have piece of mind.
So what are you
waiting for?
It really is
in your hands.
Julie
Trust
Us