Trust Succession Control - Free Review

Please complete below questions to enable appropriate review of the trust control succession of a particular trust. This review of the material is at no cost or obligation and is to ensure there is a proper understanding of the circumstances before providing a suggested scope of work and fixed pricing.

Contact details
Firm name
Contact name*
First Last
Email*
Phone*
Postal address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Is there a related Estate Planning matter being undertaken by View?*
- Yes
- No
Name of customers*
Trust details
Name of trust*
Date of trust
Trustee Name*
Address of trustee
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Trust documents
Please upload a copy of the trust deed, any variations and prior change of trustee documents.
Drop files here or

Max. file size: 20 MB.
Controller details
Also known as the Appointor, Principal, Guardian, Nominator etc
What is the name of the person in the trust deed with power to appoint new trustees?
Please specify:
Controller name
First Last
Address of controller
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Is there an additional controller (i.e. joint controllers)?
Name of controller
First Last
Address of controller
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Is there a power in the trust deed for the Controller to appoint a successor controller?
If the answer is ‘NO’, View Legal will contact you as further solutions may be required for this trust, such as a trust amendment.
Successor controller details
Insert the details of who the Controller wishes to nominate as their successor in the event of them ceasing to act
Is the first successor an individual(s) or company?
Name of individual first successor
First Last
Company name and ACN (if any) for first successor company
Does the controller wish to nominate a backup successor if the first successor cannot act?
Is the backup successor an individual(s) or company?
Name of individual backup successor
First Last
Company name and ACN (if any) for backup successor company
Does the controller wish to nominate a further backup successor if the first and second successors cannot act?
Is the further backup successor an individual(s) or company?
Name of individual further backup successor
First Last
Company name and ACN (if any) for further backup successor company
Fact Find for any additional information or comments
Set out here any further information and any queries the customer wishes to be addressed by a specialist lawyer.

Trust Succession Control - Free Review

Contact details

Trust details

Controller details

Successor controller details

About

Solutions

Education

Information