Perth and Fremantle Lawyers, McDonald Pynt

 

Request Family or Discretionary Trust

# Required

REQUESTED BY :
DATE :
 
Firm
Address
State

Post Code

Phone Number
Fax Number
EMAIL #:
   Please tick if you require a copy of this document emailed to you.

1.SETTLOR

 
  NAME :
  ADDRESS :
  OCUUPATION :
  AMOUNT OF SETTLED SUM :

2.TRUSTEE

 
   NAME :
   ADDRESS :
   A.C.N NO :
   (If any company)  
   OCUUPATION :
   (If a natural person)  

3.PRIMARY BENEFICIARIES

4.NAME OF TRUST

5.ADIITIONAL GENERAL BENEFICIARIES
   (a)Name
      Address
      Occupation
   (b)Name
      Address
      Occupation

6.APPOINTOR

 
      Name
      Address
      Occupation
If succesiding Appointor  
       Name
      Address
      Occupation

7.GURDIAN

 
      Name
      Address
      Occupation
If Succesiding Gurdian
      Name
      Address
      Occupation

8.VESTING DAY

 
       Date : 80 years unless noted otherwise
 

9.GENERAL COMMENTS :
   
 

    

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