Trust Creation and Business Structuring Formation

I need an experienced accountant or tax-savvy advisor to guide me through two connected tasks: establishing a formal trust and designing the most efficient company structure around it. I’m looking for someone who can walk me from initial strategy through to signed documentation, explaining the implications for liability, taxation, and day-to-day administration along the way.

Scope of work
• Recommend the appropriate type of trust for my situation, draft the trust deed, and outline the steps for registration.
• Analyse my short- and long-term business goals, then propose the ideal entity (or mix of entities) that complements the trust—whether that ends up being an LLC, corporation, partnership, or another structure.
• Prepare all formation paperwork, minutes, and filings required in my jurisdiction, ensuring the structure is compliant and ready for banking and tax registration.
• Provide a clear implementation roadmap so I understand ongoing obligations—annual filings, bookkeeping checkpoints, and any state or federal reporting nuances.

Deliverables
1. Trust deed in final, register-ready form.
2. Entity formation documents (articles, operating agreement, bylaws, etc.).
3. Step-by-step post-formation checklist covering tax IDs, licenses, and compliance dates.
4. A brief strategy memo summarising why each element was selected and how they work together to protect assets and optimise tax outcomes.

This is a very exciting project for the right professional.

Please check out my website to learn a bit more about what I do: www.drnick.me.

> You must speak and understand English excellently.

> You must be able to use audio calls, this is a serious post only for a serious freelancer and it can't be done via chat.

> Our first conversation will be via audio.