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.
- letter of advice
- deed of change of trustee
- resolutions of the retiring trustee(s) the new trustee(s) and the member(s)
- consent(s) of any necessary third parties, such as appointors, employers, settlors etc.
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.