In Wyoming, you do not file the entire “Trust Agreement” with the state. Instead, you file a Certificate of Trust. This document officially registers the trust with the Secretary of State while keeping your private financial details and beneficiaries off the public record.
Below is a template for a Certificate of Trust drafted specifically to allow for the Series structure you’re interested in.
CERTIFICATE OF TRUST
PURSUANT TO W.S. § 17-23-114
1. Name of the Statutory Trust:
The name of the statutory trust is: ________________________________ Statutory Trust
(Note: The name must include the words “Statutory Trust” or the abbreviation “ST” or “S.T.”)
2. Registered Agent for Service of Process:
The name and physical Wyoming address of the registered agent is:
Name: ________________________________________________________
Address: ______________________________________________________
City: ___________________________, WY Zip: ____________________
3. Trustee Information:
The name and business address of at least one trustee authorized to manage the statutory trust is:
Name: ________________________________________________________
Address: ______________________________________________________
City: _________________________ State: _______ Zip: ____________
4. Series Designation (Notice of Limitation of Liability):
Pursuant to W.S. § 17-23-108, notice is hereby given that the governing instrument of this Statutory Trust provides for the establishment of one or more series. The debts, liabilities, obligations, and expenses incurred, contracted for, or otherwise existing with respect to a particular series shall be enforceable against the assets of that series only, and not against the assets of the statutory trust generally or any other series thereof.
5. Future Effective Date:
The trust shall be effective: (Check one)
[ ] Immediately upon filing.
[ ] On this specific date: ____________________ (Not to exceed 90 days after filing).
6. Execution:
The undersigned trustee(s) declare under penalty of perjury that the information contained herein is true and correct.
Dated: ________________, 20
(Signature of Trustee)
(Printed Name of Trustee)
Important Filing Instructions:
- The Filing Fee: The current fee is $100. Make checks payable to the “Wyoming Secretary of State.”
- Registered Agent Consent: You must also include a Consent to Appointment by Registered Agent form (Form RA), which your Wyoming agent must sign.
- Mail to: > Wyoming Secretary of State Herschler Building East, Suite 101 122 W 25th Street Cheyenne, WY 82002-0020