Family Trusts

                                                  ESTABLISHING A FAMILY TRUST

The process of establishing a family trust can be daunting to some. below are the steps that need to be taken in order to establish a trust…

The steps to be taken to establish a family trust for a variety of reasons, including asset protection involves:

● Review of client assets, liabilities, and personal/business situation and provide initial advice.

● Draft trust documentation including Trust Deed and Memorandum of Wishes.

● Obtain new Will instructions to ensure will ties in with trust and draft Will.

● Arrange sale/transfer of house property and assets to trust.

● Draft documentation to gift the equity/value of assets sold and/or transferred to the trust.

Contact Prop’D Up and get Trust’D UP today.

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