SAMPLE GTFO TEMPLATE

FAMILY NAME: PROPOSED NEW ENTITY

TABLE OF CONTENTS

INTRODUCTION

Provide a high level summary

SECTION 1. CAST OF CHARACTERS

Bullet the core team involved and any relevant contacts.

Go the extra mile and present a flow chart template. See attached. A little levity goes a long way.

SECTION II. ENTITIES

List each and describe pertinent info on each

SECTION III. TRUSTS

List each and describe pertinent info on each including description, governance structure, distribution policies, termination info and any relevant iterations for clarity. 

SECTION IV. SUMMARY TIMELINE

Provide high level summary and relevant emails that paint the picture for your team to assess next steps.  This is the equivalent of data gathering, or discovery. 

SECTION V. APPENDICES -

DOCUMENT LINKS, VISUAL ORGANIZATIONAL FLOW CHARTS, PERFORMANCE REPORTS WITH US TO DATE INFO, etc.