Distributions from Trust.
Purchase professional template documents to make payments to the beneficiaries of a trust. 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 distribute to the beneficiaries in the way you intend.
Bundle
Distribution Bundle
This bundle is to make payments to beneficiary. It includes:
- Deed of Distribution and Indemnity
- Trustee Resolution Authorising the Distribution
- Lawly Template User Guide
BONUS - Independent Trustee Limitation of Liability Clause
$299
Resettlement Bundle
This bundle is for when some or all of the assets from an existing trust are transferred to another trust. It includes:
- Deed of Resettlement
- Trustee Resolution Authorising the Resettlement of Assets on Another Trust
- Trustee Resolution for Trust Receiving the Resettled Assets
- Lawly Template User Guide
BONUS - Independent Trustee Limitation of Liability Clause
$399
Single Documents
Deed of Distribution and Indemnity
A template deed to make a distribution to a beneficiary. This deed grants an indemnity to the trustees.
$249
Trustee Resolution Authorising
Distribution from Trust
A template trustee resolution authorising the distribution from the trust. Recommended to be used with the Deed of Distribution and Indemnity.
$149
Deed of Resettlement
A template deed to transfer some or all of the assets from an existing trust to another trust.
$249
Trustee Resolution Authorising
Resettlement of Assets on Another Trust
A template trustee resolution authorising the resettlement of assets on another trust. Recommended to be used with the Deed of Resettlement and the Trustee Resolution for Trust Receiving the Resettled Assets.
$149
Trustee Resolution for Trust
Receiving the Resettled Assets
A template trustee resolution for the trust receiving the resettled assets. To be used with the Deed of Resettlement and Trustee Resolution Authorising Resettlement of Assets on Another Trust.
$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.