Online Video Course
Build Your Own Non‑Statutory Irrevocable Express Trust in 9 Clear Steps
Go from having your assets exposed in your personal name
to operating through a private trust structure you control—without paying a “guru” $2–5k.
This course is for you if:
You have income, savings, property, or business assets you want to shield from public oversight.
You want to learn the same style of trust structure used by multi‑generational wealth—without hiring a high‑priced consultant.
You’re willing to follow instructions, fill out forms, and take action step‑by‑step.
You’re serious about moving from “I’ve heard about trusts” to “I actually have one properly structured and operating.
I’ll Guide You Step‑by‑Step Through Your Trust Setup
Wendi Wheeler
Creator, Non‑Statutory Irrevocable Express Trust Implementation Course
I’ve spent the last 5 years studying trust law and private trust structures, with a focus on Non‑Statutory Irrevocable Express Trusts. I first learned this framework through Brad Tipton’s training and have refined it into a clear, 9‑step process that everyday people can follow to start thinking differently about ownership and protection.
This training is designed to be clear, practical, and to finally make this trust structure understandable.
Enrollment Is Open Now.
Watch the Course at Your Own Pace
Clear, plain English (no legal jargon)
Register In Next 24 Hrs
To Lock In Founding‑Member Pricing and All Bonuses. And Unlock the Trust Templates & Bonuses (Total Value $399)
I personally invested over $3,500 in trainings, courses, and trial‑and‑error to understand and implement this trust structure.
Most people pay a lawyer at least $1,000–4,000 just to set up a single trust—often without really understanding how it works or how to operate it themselves.
That’s why the full value of this implementation course is $399
(including the templates and tools you get).
As a founding member, you can enroll today for just $197
and get $288 worth of bonuses at no extra cost.
Enroll Now and Get These Practical Tools Included
Don’t start from a blank page. You’ll receive an editable Trust Constitution document (Word/.Pages) you can customize to your own terms, conditions, and family structure—saving hours of guesswork and frustration.
Plain‑English explanations of key trust concepts (trustee, beneficiary, corpus, liability, control) with real‑world examples, so you can follow any future training or paperwork without getting lost.
A clear walkthrough of how a basic trust structure works in real life (who does what, how money moves, and what to avoid), so you finally see the big picture instead of random pieces.
Straight‑to‑the‑point answers to the most common beginner questions about trusts—pulled from 5+ years of notes and conversations—so you can sidestep confusion and rookie mistakes from day one.
Lock in $399 of training and $288 of bonuses for just...
$197
Here’s what we build together, step by step:
Module 1 – Establishing the Trust Foundation: Understand exactly what a Non‑Statutory Irrevocable Express Trust is and how it differs from common statutory trusts and LLCs. Clarify your trust’s purpose, scope, and basic structure so everything else rests on a solid foundation.
Module 2 – Choosing Your Trustee, Grantor, Protector, and Beneficiaries: Learn the roles and responsibilities of each key player. Decide who should fill each role in your situation to balance control, protection, and long‑term continuity.
Module 3 – Transferring Your Assets Into the Trust: Discover how to lawfully move different asset types (cash, accounts, property, business interests) into the trust’s name. Get clear examples of what should be transferred, what shouldn’t, and how to document it.
Module 4 – Securing the EIN (Tax ID) for Your Trust: Step‑by‑step walkthrough of obtaining an EIN for your trust. Understand how the trust’s tax identity differs from your personal SSN.
Module 5 – Setting Up the Trust’s Financial Hub (Checking Account): Learn how to open a bank account in the name of your trust so income and expenses flow through it instead of your personal accounts. Understand how to keep clean records and separate trust activity from your personal finances.
Module 6 – Business Setup & Securing Asset Interests Under a UCC‑1 Filing: See how to position your business and asset interests under the trust’s umbrella. Get an overview of UCC‑1 filings and how they can be used to secure interests in key assets.
Module 7 – Overview of the Rockefeller Trust Web: Study a simplified version of the “Rockefeller‑style” trust network and how multiple trusts can interact. Get ideas for building a long‑term structure that can grow and protect your family’s wealth over generations.
Module 8 – Recording Trust Documents & Moving Assets Between Trusts: Learn when, where, and how to record trust‑related documents. Understand how to move assets between trusts without breaking your structure.
Module 9 – Understanding Taxes and Rescissions (Updating Tax Withholding): Get a high‑level view of how trusts are treated for tax purposes and how to avoid common mistakes. See examples of how to adjust tax withholding and documentation as you transition into trust operation.
Access Amazing Bonuses If You Register Before The Timer Hits 0!
Disclaimer: Important Disclaimer & Personal Responsibility
This program is an educational, step‑by‑step guide, not a done‑for‑you service or individualized legal or tax advice. You are responsible for your own decisions and actions.
The course shows you how to create, declare, and record your own trust constitution and related documents. You will be editing the provided templates yourself to include your own declarations, terms, and details. If you want professional review or customization, you should consult a qualified attorney or tax professional of your choice.
Implementing this structure may involve additional third‑party costs, such as notarization fees, recording fees, bank account setup requirements, and any professional advice you choose to obtain. These costs are not included in the course price.
While the trust structure taught in this program is designed to be sound and effective when implemented correctly, no structure can guarantee freedom from liens, seizures, incarceration, audits, or any other government or legal actions. Results will always depend on your individual situation, how you use the information, and how the relevant authorities apply the law.
By enrolling, you acknowledge that you are taking personal responsibility for how you apply this information and agree that the creator of this course is not liable for any outcomes resulting from your use or misuse of the material.
What Students Can Expect
Clear, step‑by‑step training that makes a complex trust structure feel manageable.
Templates and checklists that save hours of guesswork and reduce mistakes.
A practical roadmap from ‘no trust’ to a structured implementation you control.
Know Your Instructor
5+
Years studying private trusts and Non‑Statutory Irrevocable Express Trust structures.
1
Focused 9‑step framework that takes you from “no trust” to a fully structured implementation.
$3500+
Dollars I personally invested in training to learn and refine this process.
9
Core modules that walk you through foundation, roles, assets, EIN, banking, and more.
2
core components: video lessons and core documents that walk you through key private trust concepts and structures in plain English.
100s
Of hours spent testing and refining this 9‑step framework.
I’ve already helped 3 private clients set up their trusts using this 9‑step framework.
Until now, this material was only available to 1:1 clients. I’m now opening the full course to the public so you can follow the same process at a fraction of what they paid.
Frequently Asked Questions
By the end, you’ll have a Non‑Statutory Irrevocable Express Trust fully structured: foundation established, key roles chosen, assets identified for transfer, an EIN obtained, a trust bank account set up, and a clear plan for recording documents and operating through your trust going forward.
No. This is an educational, step‑by‑step implementation course. I walk you through what to do, why it matters, and how to complete each step, but you will edit and complete your own documents and handle your own filings and appointments (like notarization).
That depends on your pace and how quickly you move through the action steps. Many people can work through the core modules in a couple of weekends and then complete the external steps (bank, notarization, recording) over the following weeks.
You can follow the course on your own, but I always recommend that you consult your own attorney or tax professional before making major legal or tax decisions. The course is designed to help you speak their language and understand what you’re asking for, not to replace professional advice.
Your enrollment includes lifetime access to all core modules and any updates I add to those modules in the future, so you can revisit the material whenever you need to.
Yes, trust structures themselves are legal, and this course focuses on lawful use of a Non‑Statutory Irrevocable Express Trust. The course teaches you concepts and processes for structuring and operating a private trust; it does not teach or encourage tax evasion, fraud, or hiding assets illegally. How you use the information must comply with the laws and regulations that apply to you, which is why I recommend consulting your own attorney or tax professional before making major decisions.
There may be additional third‑party costs such as notarization fees, recording fees, and any professional reviews you choose to pay for. These amounts vary by state and by how many documents you notarize or record.
Yes. The entire course is designed in plain English, with step‑by‑step explanations, checklists, and templates. You don’t need a legal background—just the willingness to follow the instructions carefully.
No trust structure can guarantee that. A properly structured trust can increase privacy and protection and improve your overall positioning, but it cannot promise freedom from all legal, tax, or government consequences. Your results will depend on your situation and how you use the information.
Inside the course you’ll find a growing FAQ/Q&A section addressing common implementation questions. You’ll also have email support for course access and navigation issues. If you want individualized legal or tax advice, you’ll need to consult your own professional advisor.
Because this is a digital course with instant access to all lessons and downloadable materials, all sales are final. We do not offer refunds or cancellations for any reason other than duplicate purchase or a verified technical issue that prevents access to the course after support has been contacted. By completing your purchase, you acknowledge and agree to this no‑refund policy.
You can learn and begin to structure your trust even if you have existing debts, but a trust is not a magic escape button from lawful obligations you already have. If you are currently in collections, lawsuits, or bankruptcy, you should get advice from a qualified attorney before transferring assets so you don’t violate fraudulent‑transfer laws or court orders. The course can help you understand how trusts work and how to structure future assets more intelligently, but it cannot guarantee protection from debts or actions that already exist.
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