The simple answer is YES. Your Trust deed is a living document and it should be regularly reviewed and updated to reflect your current situation.
When was the last time you looked at the Trust deed? Do you even know where it is?
Trusts are often created and then not thought about from year to year. There was a reason you created your Trust. It may have been to:
It is important that the Trust is managed correctly to ensure that it still reflects your needs, that it is being administered properly and that you are meeting your legal obligations.
Our firm is here to help you get the best from your Trust. When we conduct a review we look at the following areas:
If you wish to find out more about the Legal Solutions Trust Review service please contact Kathryn Price, Registered Legal Executive on 06 7587101 or [email protected]