This is the Series Designation form. Under the Wyoming Statutory Trust Act (W.S. § 17-23-108), this is the “birth certificate” for an individual series.
You do not file this with the state. Instead, you sign it, notarize it, and keep it in your Trust Binder. Once this is signed, you can take it (along with your filed Certificate of Trust) to a bank to open a dedicated account for this specific series.
DESIGNATION OF SERIES
OF GONEN STATUTORY TRUST
The undersigned Trustee of the Gonen Statutory Trust (the “Trust”), acting pursuant to the Wyoming Statutory Trust Act and the Governing Instrument of the Trust, hereby establishes and designates a specific Series of the Trust as follows:
1. Name of Series: The name of this Series shall be: Gonen Statutory Trust, Series [Insert Name/Number, e.g., 1 or 101].
2. Purpose of Series:
This Series is established for the purpose of [Insert Purpose, e.g., holding residential real estate / holding brokerage accounts / general investment].
3. Separate Assets and Records:
The Trustee shall maintain separate and distinct records for this Series. All assets assigned to this Series (as listed in the attached Schedule A) shall be held and accounted for separately from the assets of the Trust generally and any other Series thereof.
4. Segregated Liability Notice:
Pursuant to W.S. § 17-23-108 and the Trust’s Certificate of Trust filed with the Wyoming Secretary of State, the debts, liabilities, obligations, and expenses incurred, contracted for, or otherwise existing with respect to this Series shall be enforceable against the assets of this Series only, and not against the assets of the Trust generally or any other series thereof.
5. Beneficiaries of this Series:
The Beneficial Owners of this specific Series are: [Insert Name(s)].
EXECUTION
IN WITNESS WHEREOF, the Trustee has executed this Series Designation effective as of the ____ day of ________________, 2026.
Signature of Trustee: ____________________________________
Printed Name: __________________________________________
NOTARY ACKNOWLEDGMENT
State of ____________________
County of __________________
On this ____ day of ____________, 2026, before me personally appeared ________________________, known to me to be the Trustee of the Gonen Statutory Trust, and acknowledged that he/she executed the same as a free act and deed for the purposes therein contained.
Notary Public
My Commission Expires: _______________
🚀 Final Checklist for “Launching” the Series:
- File the Amendment: Ensure the $60 Amendment with the “Segregated Liability” notice is filed and stamped by the Wyoming Secretary of State first.
- Sign this Designation: Sign one for every new series you want to create.
- Attach Schedule A: List the specific assets (bank accounts, properties) belonging to this series.
- Open a Bank Account: Use the name exactly as it appears in Section 1 (e.g., Gonen Statutory Trust, Series 1). Do not use the Master Trust’s EIN or bank account for this series’ business.