I’ve put together a comprehensive checklist for your Wyoming Living Trust and LLC setup.
Wyoming Trust & LLC Setup Checklist:
- Draft and sign the Revocable Living Trust document (must be notarized).
- Establish a Wyoming LLC (use a Registered Agent for privacy).
- Sign the ‘Assignment of Membership Interest’ to transfer LLC ownership to the Trust.
- Update the LLC Operating Agreement to list the Trust as the sole Member.
- File a ‘Certification of Trust’ and the Assignment with your bank to update account records.
- Record a ‘Transfer on Death Deed’ or Quitclaim Deed for any Wyoming real estate.
- Re-title brokerage accounts or stock certificates into the name of the LLC.
- Store original documents in a secure location and provide copies to your Successor Trustee.