A Trust provides a valuable way of protecting the assets that you have accumulated for the benefit of others, however there are a number of obligations and legal requirements that Trust’s must meet.
As a Trustee there are important obligations you must meet. Let us:
- Prepare the vital documentation involved in Trust formation (with your lawyer)
- Attend to the special requirements involved in reporting for Trust’s
- Provide a minute keeping service
- Provide a trust review to ensure everything is satisfactory and you are meeting your requirements as Trustee