Products

Solutions

Plans & Pricing

Resources

Products

Solutions

Plans & Pricing

Resources

Products

Solutions

Plans & Pricing

Resources

Products

Solutions

Plans & Pricing

Resources

Products

Solutions

Plans & Pricing

Resources

ACADEMY

UTGL Academy is your one-stop guide to trust and wealth planning

UTGL Academy is your one-stop guide to trust and wealth planning

UTGL Academy is your one-stop guide to trust and wealth planning

Build your trust knowledge to manage your wealth.

Build your trust knowledge to manage your wealth.

Beyond the Wealthy: Why Trusts Benefit Everyone

Trusts aren't just for the wealthy. They offer asset protection, estate planning, financial management, and charitable giving benefits for everyone. UTGL simplifies trust setup with its online platform, making it accessible to all. Choose from various plans to find the perfect trust solution for your needs and budget.

Sep 30, 2024

Trust

Beyond the Wealthy: Why Trusts Benefit Everyone

Trusts aren't just for the wealthy. They offer asset protection, estate planning, financial management, and charitable giving benefits for everyone. UTGL simplifies trust setup with its online platform, making it accessible to all. Choose from various plans to find the perfect trust solution for your needs and budget.

Sep 30, 2024

Trust

Beyond the Wealthy: Why Trusts Benefit Everyone

Sep 30, 2024

Trust

Your Guide to CRS: FAQs on Trusts and Global Tax Planning

In today's globalized economy, understanding the Common Reporting Standard (CRS) and its impact on trusts and tax planning is essential.

Aug 29, 2024

TRUST

Your Guide to CRS: FAQs on Trusts and Global Tax Planning

In today's globalized economy, understanding the Common Reporting Standard (CRS) and its impact on trusts and tax planning is essential.

Aug 29, 2024

TRUST

Your Guide to CRS: FAQs on Trusts and Global Tax Planning

Aug 29, 2024

TRUST

Why Do I Need to Provide a Beneficiary? Who Can Be One?

When setting up a trust with UTGL, one of the crucial steps is to name a beneficiary or beneficiaries.

Aug 7, 2024

Trust

Why Do I Need to Provide a Beneficiary? Who Can Be One?

When setting up a trust with UTGL, one of the crucial steps is to name a beneficiary or beneficiaries.

Aug 7, 2024

Trust

Why Do I Need to Provide a Beneficiary? Who Can Be One?

Aug 7, 2024

Trust

Trust vs Bank

In today's complex financial landscape, individuals and families seeking to protect their wealth as well as looking for appreciation their wealth have a crucial decision to make: should they entrust their assets to a traditional bank or a trust company?

Jun 25, 2024

Trust

Trust vs Bank

In today's complex financial landscape, individuals and families seeking to protect their wealth as well as looking for appreciation their wealth have a crucial decision to make: should they entrust their assets to a traditional bank or a trust company?

Jun 25, 2024

Trust

Trust vs Bank

Jun 25, 2024

Trust

How Much Control Can a Settlor Retain Over Their Trust?

At the heart of any trust lies the settlor - the individual who takes the pivotal step of establishing this private legal arrangement.

Jun 13, 2024

Trust

How Much Control Can a Settlor Retain Over Their Trust?

At the heart of any trust lies the settlor - the individual who takes the pivotal step of establishing this private legal arrangement.

Jun 13, 2024

Trust

How Much Control Can a Settlor Retain Over Their Trust?

Jun 13, 2024

Trust

What is a Letter of Wishes?

Letters of wishes specify what a settlor wishes the trustee to do about particular matters that arise during the trust period.

Jun 13, 2024

Trust

What is a Letter of Wishes?

Letters of wishes specify what a settlor wishes the trustee to do about particular matters that arise during the trust period.

Jun 13, 2024

Trust

What is a Letter of Wishes?

Jun 13, 2024

Trust

How to name your trust?

Naming your trust is an important decision that requires careful consideration. The name you choose will be used on legal documents and can have practical implications.

Jun 13, 2024

Trust

How to name your trust?

Naming your trust is an important decision that requires careful consideration. The name you choose will be used on legal documents and can have practical implications.

Jun 13, 2024

Trust

How to name your trust?

Jun 13, 2024

Trust

Enhancing Trust Efficiency: The Potency of SPVs in Asset Optimization

Trusts hold financial assets, but cannot directly hold non-financial ones. Trust trustees set up Special Purpose Vehicles (SPVs) to manage diverse assets.

May 31, 2024

Trust

Enhancing Trust Efficiency: The Potency of SPVs in Asset Optimization

Trusts hold financial assets, but cannot directly hold non-financial ones. Trust trustees set up Special Purpose Vehicles (SPVs) to manage diverse assets.

May 31, 2024

Trust

Enhancing Trust Efficiency: The Potency of SPVs in Asset Optimization

May 31, 2024

Trust

Trust Basics

A trust is a private arrangement between two parties: the settlor and the trustee. The settlor is the person who creates trust. A trustee is the person or trust company that holds and administers property or assets for the benefit of the third party who is called the beneficiary, the person or persons who have entitled the beneficial ownership of the trust assets.

Aug 7, 2023

Trust

Trust Basics

A trust is a private arrangement between two parties: the settlor and the trustee. The settlor is the person who creates trust. A trustee is the person or trust company that holds and administers property or assets for the benefit of the third party who is called the beneficiary, the person or persons who have entitled the beneficial ownership of the trust assets.

Aug 7, 2023

Trust

Trust Basics

Aug 7, 2023

Trust

Ready to get started?

Unlock the power of trust with UTGL today. Take the first step by exploring our Trust Platform or create an account for an instantly rewarding experience.

© 2024 UTGL. All rights reserved.

Disclaimer: The information provided on this website is for informational purposes only. It should not be considered legal, financial or tax advice. UTGL makes no representations as to the accuracy, completeness, suitability or validity of any information on this site and will not be liable for any errors, omissions or delays in this information or any losses, injuries or damages arising from its display or use. All information is provided on an as-is basis.


This website may contain links to external websites that are not provided or maintained by or in any way affiliated with UTGL. Please note that the UTGL does not guarantee the accuracy, relevance, timeliness or completeness of any information on these external websites.


Links to external websites are provided as a courtesy and do not imply UTGL's endorsement of those sites or their content, products or services. UTGL assumes no liability for damages resulting from the use of or reliance upon the information provided herein.

Ready to get started?

Unlock the power of trust with UTGL today. Take the first step by exploring our Trust Platform or create an account for an instantly rewarding experience.

© 2024 UTGL. All rights reserved.

Disclaimer: The information provided on this website is for informational purposes only. It should not be considered legal, financial or tax advice. UTGL makes no representations as to the accuracy, completeness, suitability or validity of any information on this site and will not be liable for any errors, omissions or delays in this information or any losses, injuries or damages arising from its display or use. All information is provided on an as-is basis.


This website may contain links to external websites that are not provided or maintained by or in any way affiliated with UTGL. Please note that the UTGL does not guarantee the accuracy, relevance, timeliness or completeness of any information on these external websites.


Links to external websites are provided as a courtesy and do not imply UTGL's endorsement of those sites or their content, products or services. UTGL assumes no liability for damages resulting from the use of or reliance upon the information provided herein.

Ready to get started?

Unlock the power of trust with UTGL today. Take the first step by exploring our Trust Platform or create an account for an instantly rewarding experience.

© 2024 UTGL. All rights reserved.

Disclaimer: The information provided on this website is for informational purposes only. It should not be considered legal, financial or tax advice. UTGL makes no representations as to the accuracy, completeness, suitability or validity of any information on this site and will not be liable for any errors, omissions or delays in this information or any losses, injuries or damages arising from its display or use. All information is provided on an as-is basis.


This website may contain links to external websites that are not provided or maintained by or in any way affiliated with UTGL. Please note that the UTGL does not guarantee the accuracy, relevance, timeliness or completeness of any information on these external websites.


Links to external websites are provided as a courtesy and do not imply UTGL's endorsement of those sites or their content, products or services. UTGL assumes no liability for damages resulting from the use of or reliance upon the information provided herein.