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Have you reviewed your trust?

Trust Deeds are living documents and it’s important to make sure they are regularly reviewed and updated.

Will your assets go to the right people? Are your assets protected from creditors? Are all your assets in a trust? 

If you’ve set up a trust to preserve the value of your assets for future generations, protect assets from relationship property, family claims or the Government, or you wish to facilitate the transfer of assets to beneficiaries on your death we can ensure your existing Trust reflects your current intentions. All our clients with a Family Trust should have their Trust reviewed. 

Review

Get an independent assessment of your trust

Current?

Ensure paperwork is up to date

Get it Right

We can work with your lawyer to get it right