Trust Management

This is the core of what we do, and we do it well. From the initial creation of the trust, facilitating the transfer of the assets, gifting programs, minute book administration, and even final distribution to beneficiaries, we take care of it all. Our dedicated team are constantly looking to improve how we do things and we will not tolerate inefficiency just because “that’s how it’s always been done”. We pride ourselves on being ‘real time’ trustees, which means that we record the trustees’ decisions as they actually happen as opposed to 6-12months after the trust activity has occurred!

We are in essence “secretaries” for the trust – we dot the ‘i’s’ and cross the‘t’s’ and ensure that all trustees decisions are recorded in the form of a minute which is held in the trust minute book along with all other important supporting documentation. We ensure the trust is compliant.

A typical Trust Minute Book that we hold would include but not be limited to the following:

• Instructions confirming why the trust was established
• Trust Deed
• Deed of Sale
• Deeds of Acknowledgement of Debt
• Deed of Gift
• Gifts Statements
• Wills
• Memorandum of Wishes
• Licence to Occupy
• Valuations
• Any correspondence received and sent (including emails and faxes)
• Copies of Mortgage documents
• Agreements for Sale & Purchase
• Bank records
• Annual accounts/ copies of trust tax returns
• Minutes of Trustees Meetings

If you have a trust but the above is a bit foreign too you then you may have a problem.
You may want to look at the TRUST REVIEW PAGE!