Think of Policies and Procedures as the owner’s manual/quick reference guide to your trust. Imagine having the benefit of decades of experience from dozens of trusts. The OWL Project Trust has negotiated an exclusive license to make these available for your Trust.
While the package includes 175 Policies and Procedures, and over 450 pages, we have it organized so you can find the information you need quickly. In many cases you will also find examples or samples to help you understand just how to apply the particular policy.
Here is the Table of Contests (if you can’t read it,
use a different browser or download it to read it):
And here are the Statistics:
The first four Policies and Procedures:
- PP001 documents your Trust’s acceptance of the full set of Policies and Procedures, with the exceptions set forth in PP002.
- PP002 instructs you on how to edit or exclude any Policy and Procedure not appropriate for your Trust.
- PP003 tells you how to write a Policy and Procedure should you need to cover a situation not included in the Policies and Procedures as delivered.
- PP004 has the Style Sheet for writing a Policy and Procedure.
If you think you can write the Policies and Procedures your Trust needs, feel free to try it. We will gladly send you the first four Policies and Procedures for FREE. With PP003 and PP004 you will have everything you need to write your own Policies and Procedures, except the experience necessary and the time required.
Please send me the first four Policies and Procedures
We will only use your email to respond to your request and send
updated information and announcements for your education.
You may opt out at any time.
Dealing with trusts, we are privacy freaks.
Anyone else gets your email address over our dead bodies.
Keep track of the experience cost, as well as the billable time for creating your own Policies and Procedures. Alternatively, you can purchase the full set for less than $17.15 each. You can spend years learning the hard way how to properly manage your trust, and probably making some expensive mistakes in the process. Or you can order a copy of Policies and Procedures, personalized for your trust. Consult your tax professional to verify that this qualifies as a tax deductible expense.