Change of trustee of a discretionary trust

Change of trustee of a discretionary trust

Price: $330

This fixed price service includes legal advice and tailoring.

Changing the trustee of a trust is not always simple.  The change of trustee must be compliant with Federal Regulations and the trust's deed or governing rules.  Moreover, the various parties to the trust must demonstrate their resolutions and consents to the removal/appointment of the trustee.

This document pack includes all the necessary documents to ensure that the change of trustee has been validly effected and recorded.

What's included:

  • Letter of Advice
  • Deed of Removal and Appointment of Trustee
  • Resolutions of Retiring Trustee
  • Resolution of New Trustee
  • Resolution of Appointor
  • Consent to Act of New Trustee

For more information or to order, please fill out our no obligation enquiry tab above and we will be pleased to contact you shortly or call 02 8296 6266 for immediate assistance.