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Home » Important Information » ESTABLISHING A FAMILY TRUST


The steps to be taken to establish a family trust for a variety of reasons, including asset protection


● Review of client assets, liabilities, and personal/business situation and provide initial advice.

● Draft trust documentation including Trust Deed and Memorandum of Wishes.

● Obtain new Will instructions to ensure will ties in with trust and draft Will.

● Arrange sale/transfer of house property and assets to trust.

● Draft documentation to gift the equity/value of assets sold and/or transferred to the trust.

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