Revocable Living Trust Template (Part 6)

For Protecting Family Assets with Sound Money

Date: March 30, 2025 (or your signing date)  

Declaration of Trust

I, [Your Full Name], residing at [Your Address], herein called the "Settlor," establish this Revocable Living Trust, named the [Your Last Name] Family Trust, on this date: [Insert Date]. This trust is revocable and may be amended or terminated by me during my lifetime.  

Article 1: Purpose

The purpose of this trust is to manage and protect my assets—especially sound money like gold, silver, and Bitcoin—for the benefit of my family, ensuring sovereignty over my wealth against inflation and external claims.  

Article 2: Trustee

I appoint [Trustee’s Full Name], residing at [Trustee’s Address], as the Trustee. If they cannot serve, I appoint [Alternate Trustee’s Full Name], residing at [Alternate’s Address], as successor Trustee. The Trustee shall manage trust assets per this document’s terms.  

• Bonding Option: The Trustee must secure a surety bond for liquid assets (e.g., cash, cryptocurrency) valued at [Insert Amount, e.g., $50,000], renewable annually, to ensure faithful performance. Non-liquid assets (e.g., real estate, physical gold) are exempt from bonding unless required by law.

Article 3: Beneficiaries

The Beneficiaries are: [List Names, e.g., “My spouse, Jane Doe, and my children, John Doe and Sarah Doe”]. During my lifetime, I am the primary Beneficiary. Upon my death, the trust benefits my named Beneficiaries as outlined below.  

Article 4: Trust Property

I transfer the following assets into the trust:  

• [List Assets, e.g., “$10,000 in gold coins stored at [Location], Bitcoin wallet with 0.5 BTC (private keys held by Trustee), savings account #123456 at [Bank Name] with $5,000”].
  Additional assets may be added by written amendment. Titles or ownership records shall be updated to “The [Your Last Name] Family Trust, [Your Name], Trustee.”

Article 5: Trustee Powers and Duties

The Trustee shall:  

1. Manage, invest, and distribute trust assets per my instructions.  
2. Keep accurate records of all transactions, mirroring biblical accounting (e.g., Numbers 26:52-56).  
3. Protect sound money assets—e.g., store gold/silver securely, safeguard Bitcoin keys in a cold wallet.  
4. Hire professionals (e.g., accountants) if needed, paid from trust funds.

Article 6: Distribution During Lifetime

While I live, the Trustee shall distribute income or principal to me as I request, maintaining my access to all assets.  

Article 7: Distribution After Death

Upon my death, the Trustee shall distribute assets as follows:  

• [Example: “50% of gold and Bitcoin to Jane Doe, 25% to John Doe, 25% to Sarah Doe, payable at age 25 or in monthly installments of $500 until exhausted.”]
  If a Beneficiary predeceases me, their share goes to [e.g., “remaining Beneficiaries equally”].

Article 8: Revocation and Amendment

I may revoke or amend this trust by signed, notarized writing delivered to the Trustee. Upon revocation, assets return to me.  

Article 9: Governing Law

This trust is governed by the laws of [Your State/Country].  

Signature and Notarization

Signed: ___________________________

[Your Full Name], Settlor and Initial Trustee

Date: ___________________________  

Notary Public:

Subscribed and sworn before me on [Date] by [Your Name].  

Notary Signature

My commission expires: ___________  

Notes 

Customization: Replace brackets [ ] with your details—names, addresses, assets, distribution rules.  

• Sound Money: List specific assets (e.g., “10 oz silver in safe at home”) to emphasize gold/silver/Bitcoin.  
• Bonding: Optional clause limits it to liquid funds—adjust amount or remove if unneeded.  
• Legal Check: Laws vary—some states require filing or specific wording. Search “[Your State] trust laws” or consult a lawyer (~$300-$1,000) to finalize.  
• Next Steps: Sign with a notary ($5-$20 at banks), update asset titles, give a copy to your Trustee.

This keeps it simple, ties in your series’ themes (Numbers for records, sound money focus), and empowers readers to act. Want to tweak anything—like adding more Trustee duties or a different biblical ref? Let me know!