Thy Settlor’s Will Workshop

A strategic deep-dive into:
Fortifying your Will

Securing Trustee authority

Protecting Beneficiaries

Preventing unnecessary court interference

Establishing evidentiary dominance
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Thy Settlor's Will Workshop

Advanced Private Will & Trust Protection Training

Upgrade Program for The Private Way™

You built your Trust. Now let's strengthen your protection of it.

Estate plans do not fail because they lacked intention…....but because they lacked structure, evidence, and defensive engineering.

THE SETTLOR's WILL is a strategic deep-dive into:

  • Fortifying your Will

  • Securing Trustee authority

  • Protecting Beneficiaries

  • Preventing unnecessary court interference

  • Establishing evidentiary dominance

WHAT THIS COURSE SOLVES:

If a Settlor passes:

  • Who proves capacity?

  • Who proves intent?

  • Who proves authority?

  • Who proves the Trust exists?

  • Who stops jurisdictional overreach?

  • Who defends against challenges?

Most families are unprepared. This course changes that for those of us building our estates in the private.

WHAT YOU RECEIVE:

Foundational Public Recognition Affidavit

A ready-to-use affidavit establishing:

  • Capacity

  • Testamentary intent

  • Trust existence

  • Successor authority

  • Public acknowledgment framework

Advanced Affidavit Template

  • Affidavit of Capacity

  • Affidavit of Conveyance

  • Affidavit of Trustee Authority

  • Affidavit of Trust Property

  • Affidavit of Non-Interference

Testimony Protocol

How to create a lawful record that:

  • Strengthens credibility

  • Prevents capacity disputes

  • Defeats undue influence claims

  • Supports trustee authority

Probate & Jurisdiction Strategy

When to:

  • Use the court

  • Avoid the court

  • Object strategically

  • Demand strict proof

  • Assert proper venue

Litigation Shield Strategies

  • No contest clause engineering

  • Evidence preservation protocol

  • Chain-of-custody strategy

Spiritual & Ethical Legacy Integration

How to:

  • Integrate your directive properly

  • Avoid creating legal vulnerability

  • Separate moral instruction from legal control

WHO IS THIS PROGRAM FOR?

  • Graduates of The Private Way

  • Trust Creators

  • Settlor-Trustees

  • Multi-generational planners

COURSE FORMAT:

4 Modules
Templates & Downloadable Documents for customization
Affidavit Library
Testimony Protocol Script
Step-by-Step Protection Checklist
Implementation Walkthrough

The Settlor's Will Workshop


3-week Program Includes:

  1. Three Live Workshop Sessions (1.5 hours each)
    Join us for interactive, guided sessions where we walk through your documents together, offering clarity, structure, and real-time support.

  2. Step-by-Step Pre-Recorded Lessons
    Easy-to-follow video guidance released each week to help you confidently build or refine your Settlor’s Will as we move through the workshop.

  3. Guided Weekly Implementation
    You won’t just learn—you’ll apply. Each week is designed to move you forward as you actively complete or upgrade your documentation.

  4. Comprehensive Affidavit Library
    Access a curated collection of powerful affidavits to support your learning and strengthen your overall estate structure.

  5. Testimony Protocol Script
    A clear, structured script to help you record your testament with confidence, clarity, and evidentiary strength.

  6. Step-by-Step Protection Checklist
    A simple, practical checklist to ensure nothing is missed and your legacy is fully supported and protected.

Required Member Donation: CAD $350.00 (USD $250.00) * will be billed in USD

All Rights Reserved. Participants are responsible for their own learning of this material. This information is not financial or legal advice.