background

Creating a Trust.

Purchase professional template documents to create your trust. All you have to do is insert the details relevant to your trust where highlighted. Remember, always remove the [square brackets].

Bundle

Trust Creation Pack

Essentials

A collection of essential template documents to get your trust up and running:

  1. Trust Deed
  2. Opening Minutes of Trustees

$175

Trust Creation Pack

Comprehensive

A comprehensive collection of template documents to create your trust, which includes:

  1. Trust Deed
  2. Memorandum of Wishes
  3. Opening Minutes of the Trustees
  4. Explainer on Trustees Duties and Obligations
  5. Lawly Template User Guide

BONUS - Independent Trustee Limitation of Liability Clause

$199

Trust Creation Pack

with Gifting

This bundle includes the key documents needed to create a trust, and is suitable if you plan to gift property into the trust. It includes:

  1. Trust Deed
  2. Memorandum of Wishes
  3. Opening Minutes of the Trustees
  4. Deed of Gift
  5. Trustee Resolution to Approve Gifting
  6. Explainer on Trustees Duties and Obligations
  7. Lawly Template User Guide

BONUS - Independent Trustee Limitation of Liability Clause

$249

Single Documents

Trust Deed

A template trust deed to create and set out the terms of your trust.

$149

Memorandum of Guidance

A non-binding document to outline the settlors wishes for the trust, both during their lives and after.

$49

Explainer on Trustees

Duties and Obligations

An informational document setting out information all trustees and potential trustees should be aware of.

$15

Opening Minutes of the Trustees

The minutes of the first meetings of the Trustees setting out how the trust is to operate.

$49

Deed of Gift

A legally binding document that records the voluntary transfer of ownership of assets—such as property, money, or personal items—from a donor to a recipient without any payment or compensation.

$49

Trustee Resolution Accepting Gift

A template trustee resolution accepting gift to trust. To be used with the Deed of Gift.

$49

Deed of Acknowledgement of Debt

A document confirming that the trust owes a specific amount of money to a person (usually the settlor or a beneficiary). This is usually the case when a person transfers property to a trust for a debt.

$49

Trustee Resolution Acknowledging Debt

A template trustee resolution acknowledging debt owed to another party. To be used with the Deed of Acknowledgement of Debt.

$49

Deed of Forgiveness

A document where a settlor or creditor formally and irrevocably releases a trust from its obligation to repay a debt.

$49

Trustee Resolution Acknowledging

Forgiveness of Debt

A template trustee resolution acknowledging the forgiveness of a debt owed by the trust. To be used with the Deed of Forgiveness.

$49

Deed of Partial Forgiveness

A document where a settlor or creditor formally and irrevocably releases a trust from its obligation to repay part of a debt. It is commonly used in gifting programs to progressively forgive loans.

$49

Trustee Resolution Acknowledging

Partial Forgiveness of Debt

A template trustee resolution acknowledging the partial forgiveness of a debt owed by the trust. To be used with the Deed of Partial Forgiveness.

$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

Remember, always remove the [square brackets]

This information is general in nature and does not constitute legal advice.

Legal