Services
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Areas of Expertise
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Document Authentication
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Enduring Power Of Attorney
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Estate Administration
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Contracting Out Agreements
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Our process
ESTABLISHING A FAMILY TRUST
The steps to be taken to establish a family trust for a variety of reasons, including asset protection. Involves :
1
Review
Review of client assets, liabilities, and personal/business situation and provide initial advice.
2
Drafting
Draft trust documentation including Trust Deed and Memorandum of Wishes.
3
Instruction
Obtain new Will instructions to ensure will ties in with trust and draft Will.
4
Arrange
Arrange sale/transfer of house property and assets to trust.
5
Sold
Draft documentation to gift the equity/value of assets sold and/or transferred to the trust.