Changing beneficiaries of a trust

Changing beneficiaries of a trust

Price: $POA

This service requires legal advice and tailoring.  Quoted fees for client acceptance will vary based on the complexity of the advice and/or documentation required.

The beneficiaries of a trust are those for whom the property is held. Changing the beneficiaries of a trust is not always simple given that the trust is usually founded for the benefit of those individuals.

Whether it’s been brought about by choice or circumstance, our lawyers can review existing trust documentation, including relevant trust deeds, and draft documents that ensure that the retiring beneficiaries are removed entirely and that the new beneficiaries are validly appointed. 

What's included:

  • cover letter explaining the documents and service provided
  • deed of change of beneficiary
  • resolutions of trustee(s) and members/beneficiaries
  • consent(s) of third parties such as employers, appointors etc (if required)

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