INSTRUCTION SHEET - DISCRETIONARY/FAMILY TRUST  

Client Information

Please complete the form below to request documents relating to the formation of a Discretionary / Family Trust. Any information provided will be kept in the strictest confidence, however for sensitive and confidential issues we recommend that you contact us.

Client Details

Please enter your details on this page. 

These should not be the details of your new trust but contact details for yourself should we need to get in touch with you about this application.








Work Details



Trust Details

Trust Name
Please enter the name of your proposed Discretionary/Family Trust
Settlor

The Settlor must be independent of all Trustees and all Beneficiaries.  They should not be a Trustee or Beneficiary, nor a director of any Trustee or Beneficiary Company (if applicable).



Settlement

Trustee

Trustee Details

Individual Trustee


This must be a street address (not a PO Box)
Corporate Trustee


This must be a street address (not a PO Box)
Director Details

Please specify all directors of the Company

Add additional Director
Add additional Trustee

Beneficiaries

Specified Beneficiaries

Specified beneficiaries will be recorded as the Prefix (if chosen) and then the individuals specified. 

For example if Prefix 1 is chosen and two individuals specified, then the Specified Beneficiaries will be "The Children and Spouse of A & B; and A; and B"
Individual


This must be a street address (not a PO Box)
Add additional beneficiary
Additional Beneficiaries

Here list any additional beneficiaries (persons or entities) unrelated to the above if required.

Individual





This must be a street address (not a PO Box)
Add additional beneficiary

Appointor & Guardian
Appointor / Guardian

This must be a street address (not a PO Box)

This must be a street address (not a PO Box)
Appointor

This must be a street address (not a PO Box)

This must be a street address (not a PO Box)
Guardian

This must be a street address (not a PO Box)

This must be a street address (not a PO Box)

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