Patrimonial funds and trusts

What are Endowments and Trusts

Estate funds and trusts are powerful tools for managing and protecting family wealth. These legal tools offer the opportunity to protect assets, ensuring that they are used according to your wishes and preserving their value for future generations. At the Office of Notary Nosari Piergiorgio, we provide a complete notarial service for their establishment, ensuring that every step is carried out with the utmost precision and legal compliance.

Notary Services for Estate Funds and Trusts

Our firm assists you in the creation and management of estate funds and trusts, providing total protection for your assets:

Deed of Establishment of the Fund or Trust: We draft the document that officially establishes the estate fund or trust, clearly specifying the purpose and method of management. Regulations of the Fund or Trust: If required, we create internal regulations governing the operation of the fund or trust, in line with your needs and wishes. Identification Documents: We verify and collect the necessary personal documents for all parties involved, ensuring the legitimacy of the transaction.

Advantages of Establishing an Estate or Trust

By relying on the Nosari Notary Firm, you will benefit from the following advantages

Asset protection: Your assets are protected from external risks, ensuring their integrity and availability for the purposes you define. Flexible and secure management: We provide customized solutions that enable secure and adaptive management of your assets over time. Protect heirs: With estate funds and trusts, you can ensure that your assets are used according to your wishes, even over the long term.

Required Documents

To properly start an estate or trust, you will need:

Docs of Identification: Personal documents of all parties involved. Deed of Incorporation: The legal document establishing the fund or trust. Bylaws: If necessary, a set of bylaws specifying the manner of management and purpose.

Contact us for the establishment of Estate Funds or Trusts

For a customized consultation contact us or send us an e-mail. We are available to assist you every step of the way. Get in touch with us we will send you a reminder of the necessary documents here and visit our Glossary or Insights section for more information.

“Protect today to secure tomorrow: your heritage, safe.”