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Wills & Trusts – Trusts

Declaration of trust for bank account
Declaration of trust for bank account
A declaration that the bank account is held on trust for a named person for some purpose. Appropriate when a family member is holding funds for another, such as an elderly parent, or family member who is overseas and is managing that account for that person or to meet that person’s local expenses. Can also be used by a family member holding funds contributed over time by other family members for a specific purpose such as for a headstone
Price: $49.00
Declaration of trust for property previously purchased on behalf of another
Declaration of trust for property previously purchased on behalf of another
A declaration by a person who has purchased a property on someone else’s behalf to acknowledge that the other person is the true beneficial owner of the property . The beneficial owner can require the property to be transferred to them or their nominee and must meet all costs associated with the property.
Price: $49.00
Declaration of trust for property to be purchased on behalf of another
Declaration of trust for property to be purchased on behalf of another
A declaration for a person to enter into a sale and purchase agreement to purchase a property on someone else’s behalf. The trustee must deal with the agreement and property as directed by the true purchaser, who is the person who will pay the purchase price and all costs. The True purchaser indemnifies the trustee against all liability
Price: $49.00
Deed of appointment of new trustee
Deed of appointment of new trustee
A Deed that provides for the appointment of a new trustee of a trust to continue as co-trustee with an existing trustee or trustees. The Document contemplates that there is at least one other trustee in place who is continuing to act as trustee. Note: Most trusts require more than one trustee by law.
Price: $39.00
Deed of notice of retirement of trustee
Deed of notice of retirement of trustee
A document that gives simple notice of the retirement of a trustee of a trust by way of a deed executed only by the retiring trustee. The document contemplates that there is more than one other trustee in place who is continuing to act as trustee. Note: Most trusts are required by law to have more than one trustee, otherwise the retirement may not have legal effect.
Price: $39.00
Deed of removal of trustee
Deed of removal of trustee
A Deed that provides for the removal of a trustee of a trust by the person or persons who have that power under the trust deed, with the consent of the continuing trustees. The agreement contemplates that there is more than one other trustee in place who is continuing to act as trustee. Note: Most trusts require more than one trustee by law.
Price: $39.00
Deed of retirement of trustee with indemnity from continuing trustees
Deed of retirement of trustee with indemnity from continuing trustees
A Deed that provides for the retirement of a trustee of a trust with an indemnity from and the consent of the continuing trustees. The document contemplates that there is more than one other trustee in place who is continuing to act as trustee. Note: Most trusts are required by law to have more than one trustee, otherwise the retirement may not have legal effect.
Price: $39.00
Short Form Declaration of Bare trust for Property
Short Form Declaration of Bare trust for Property
A very short form deed acknowledging that property is held on trust for another and promising to transfer it to that person at their later request.
Price: $49.00
Short Form Declaration of Bare trust for Shares
Short Form Declaration of Bare trust for Shares
A very short form deed acknowledging that shares are held on trust for another and promising to transfer them to that person at their later request. In the meantime all shareholding voting and other powers are to be exercised at the beneficiaries direction.
Price: $49.00
Simple Declaration of trust for individual beneficiary
Simple Declaration of trust for individual beneficiary
A short form declaration by a trustee that specified property or funds are held by that person for the benefit of a named beneficiary to be used for that beneficiary in the Trustee’s discretion until a set date. At that time the balance of Trust Fund is to be transferred to the beneficiary. Appropriate for specific assets or investments held for a child or other person until a certain age or date.
Price: $65.00
Trustee Agenda And Minutes Pack
Trustee Agenda And Minutes Pack
This pack contains opening minutes for Trustees of a family Trust, an agenda and minutes for the annual meeting of Trustees, and a resolution for purchasing assets from settlors or from third parties.
Price: $35.00