Trustee Options Form

Date *

Name of Trust *

Trustee Name *

Name of the trustee completing this form.

Trustee Email *

Email

Confirm Email

Trustee Phone *

Your best contact number.

The Trustees of the named trust hereby instruct you as follows: *

Please advise the beneficiaries of the trust that they are beneficiaries, who the trustees are and their right to receive a copy of the terms of trust or trust information. We acknowledge fees for this will be from $150.00 plus GST and office charges, depending on the number of beneficiaries and the time involved in contacting them.
We will advise the beneficiaries of the trust in writing that they are beneficiaries, who the trustees are, and their right to receive a copy of the terms of the trust or trust information and will forward confirmation to you prior to 31 January 2021.
We would like to discuss our options further, such as declining to provide information on reasonable grounds, winding up the Trust, removing beneficiaries or changing the trustees.

How many Beneficiaries are there? *

Please provide contact details for each beneficiary.

Beneficiary 1 - Full name and Contact Details *

First

Middle

Last

Phone *

Email address *

Beneficiary 2 - Full name and Contact Details *

First

Middle

Last

Phone *

Email address *

Beneficiary 3 - Full name and Contact Details *

First

Middle

Last

Phone *

Email address *

Beneficiary 4 - Full name and Contact Details *

First

Middle

Last

Phone *

Email address *

Beneficiary 5 - Full name and Contact Details *

First

Middle

Last

Phone *

Email address *

Beneficiary 6 - Full name and Contact Details *

First

Middle

Last

Phone *

Email address *

Trustee Signature *

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