Appointment and Removal of Beneficiaries.
Purchase professional template documents to add or remove beneficiaries for your trust. You can either add, remove or retire trustees. All you have to do is insert the details relevant to your trust where highlighted. Remember, always remove the [square brackets].
Please ensure your trust deed provides a power to add and remove beneficiaries.
Bundle
Addition of Beneficiary Bundle
This bundle is to add a new beneficiary to the trust. It includes:
- Deed of Appointment of Beneficiary
- Trustee Resolution Approving Appointment of Beneficiary
- Lawly Template User Guide
BONUS - Independent Trustee Limitation of Liability Clause
$299
Removal of Beneficiary Bundle
This bundle is to remove a beneficiary of the trust. It includes:
- Deed of Removal of Beneficiary
- Trustee Resolution Approving Removal of Beneficiary
- Lawly Template User Guide
BONUS - Independent Trustee Limitation of Liability Clause
$299
Single Documents
Deed of Appointment of Beneficiary
A template deed to add a beneficiary to your trust.
$249
Trustee Resolution Approving
Appointment of Beneficiary
A template trustee resolution approving a beneficiary's appointment. To be used with the Deed of Appointment of Beneficiary.
$149
Deed of Removal of Beneficiary
A template deed to remove a beneficiary of a trust.
$249
Trustee Resolution Approving
Removal of Beneficiary
A template trustee resolution approving the removal of a beneficiary. To be used with the Deed of Removal of Beneficiary.
$149
Independent Trustee Limitation of
Liability Clause
To be used if the trust has an independent or professional trustee who enters into contracts, takes on debt, or signs agreements on behalf of a trust. This clause is inserted into all deeds to protect such trustee's personal assets from liability beyond the value of the trust property.
$49
Remember, always remove the [square brackets]
This information is general in nature and does not constitute legal advice.