Changing Trustees.
Purchase professional template documents to change the trustee 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 trustees.
Bundle
Retirement of Trustee Bundle
This bundle is for trusts where a trustee wants to step down voluntarily. It includes:
- Deed of Retirement of Trustee
- Trustee Resolution Acknowledging Retirement of Trustee
- Lawly Template User Guide
BONUS - Independent Trustee Limitation of Liability Clause
$99
Appointment of Trustee Bundle
This bundle helps you appoint a new trustee to your trust. It includes:
- Deed of Appointment of Trustee
- Trustee Resolution Approving the Appointment of Trustee
- Lawly Template User Guide
BONUS - Independent Trustee Limitation of Liability Clause
$99
Retirement and Appointment of Trustee Bundle
This bundle is for trusts where one trustee is stepping down and another trustee is being appointed. It includes:
- Deed of Retirement of Trustee
- Trustee Resolution Acknowledging Retirement of Trustee
- Deed of Appointment of Trustee
- Trustee Resolution Approving the Appointment of Trustee
- Lawly Template User Guide
BONUS - Independent Trustee Limitation of Liability Clause
BONUS - Guide to Trustee Responsibilities
$199
Single Documents
Deed of Retirement of Trustee
A template deed for a trustee to voluntarily step down from the trust.
$75
Trustee Resolution Acknowledging
Retirement of Trustee
A template trustee resolution acknowledging a trustee’s retirement. To be used with the Deed of Retirement of Trustee.
$49
Deed of Appointment of Trustee
A template deed to appoint a new trustee for a trust.
$75
Trustee Resolution Approving
Appointment of Trustee
A template trustee resolution approving the appointment of a new trustee. To be used with the Deed of Appointment of Trustee.
$49
Deed of Removal of Trustee
A template deed to remove a trustee who is unable or unwilling to continue acting. The trustee being removed does not sign the deed but must be given a copy.
$75
Trustee Resolution Approving
Removal of Trustee
A template trustee resolution approving the removal of a trustee. To be used with the Deed of Removal of Trustee.
$49
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.
$15
Explainer on Trustees
Duties and Obligations
An informational document setting out information all trustees and potential trustees should be aware of.
$15
Remember, always remove the [square brackets]
This information is general in nature and does not constitute legal advice.