Estate Planning Administration
A Family Trust provides a valuable way of protecting the assets you have accumulated for the benefit of others. We have extensive experience in this area and offer specialist advice on Family Trust formation. Furthermore, we ensure all statutory requirements are met.
Obligations for Trustees can often be onerous and our assistance in Trust administration can be invaluable.
We advise and assist on all aspects regarding the formation and administration of Family Trusts including:
- Preparing and executing the vital documentation involved in Trust formation.
- Attending to the special requirements involved in reporting for Trusts.
- Assisting with Family Trust administration including:
- Annual accounts
- Asset management
- Investment monitoring
- Income distribution
- Trust and Trusteeship.
Contact us today to ensure your Trust is formed and administered as effectively as possible, covering all legal requirements and so allowing it to fulfil its purpose.