Plan beyond your lifetime. Start with clarity.

Yes. A Cook Islands adviser cannot resolve every tax, family-law, insolvency, or reporting question in other countries. Coordinate advice before funding.

Ask for setup, annual minimums, asset-based fees, transaction charges, investment costs, tax support, and exit or termination charges.

It gives you a starting brief and questions to discuss—not a recommendation or a legal or tax conclusion. The right answer may be a trust, a foundation, changes to your existing estate plan, or no new structure at all.

A trust is generally a legal relationship rooted in common law: a trustee holds and manages assets under a trust deed for beneficiaries or a purpose. A foundation is a separate legal entity, a form more familiar in civil-law systems: it owns its assets and is governed by a council under a charter and regulations. For you, the important differences are ownership, decision-making, governing documents, and how every relevant country recognises, taxes, and reports the arrangement. Neither is automatically better.

The guides and first planning brief are free. Once we have enough information to understand the scope, we provide a transparent fixed-price quote before paid work begins. Our online workflow, proven templates, and efficient back office are designed to price many standard matters at a fraction of traditional high-end private-client firms while retaining security-minded processes and expert review. Bespoke drafting, complex cross-border coordination, or higher-touch support is scoped separately, and applicable government and third-party fees are itemised.

No. The checklist asks only for a planning priority and an optional jurisdiction. Keep names, account details, asset values, and sensitive documents out of this website and your initial enquiry.

Yes. Choose “Save on this device” after your preview. It uses this browser’s local storage, not a cloud account. You can also print or save the checklist as a PDF. Different domains have separate browser storage.