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Request to Establish a Discretionary Trust

This form is designed to give Morrows the information needed to get the process on the way towards establishing a Discretionary Trust.

Please fill in all details required and return the form to us with payment. We will then prepare the Trust Deed and other documents for the signature of all trustees.

1. Contact details / person authorising the establishment of this Trust:

Name  
Address
Phone  
Fax
Email  
Position/Capacity
Firm, if applicable

 

2. Name of Trust

3. If Corporate Trustee, details are:

Company name
Registered Office address:
A.C.N.
A.B.N.

 

4. If Individual Trustee, details are:

Trustee one:

Full Name
Address

Trustee two, if applicable:

Full Name
Address

Trustee three, if applicable:

Full Name
Address

 

Trustee four, if applicable:

Full Name
Address

 

5. Settlor:

Full Name
Address

6. Settled sum:
7. Vesting date:
8. Specified Beneficiaries - full names:
9. General Beneficiaries (if any) - full names:

10. Guardian:

Full Name
Address

11. Appointor:

Full Name
Address

 

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