This collection of practical templates will enable you to tailor trusts to your clients’ requirements quickly and accurately

The precedents have been developed by trust specialist Pravir Tesiram of TGT Legal and are kept up to date to ensure compliance with current trust law and practice.
Content coverage
  • Trust deeds
  • Initial estate planning
  • Minutes and resolutions
  • Reduction and release of debts
  • Gifting

New! Two new checklists:

  • Trusts Act 2019 - issues for trustees
  • Trusts Act 2019 - issues for advisers

As their titles suggest, the checklists are designed as a prompt for the things that prudent trustees and trust advisers should turn their minds now that the Trusts Act is in force.

  • Solvency
  • Appointment and retirement of trustees
  • Appointment and removal of beneficiaries
  • Resettlement
  • Relationship property

Contact the Account Manager for you area:

  • North Island from Onehunga/East Tamaki to Kaitaia:

    Sunshine Metro 021 860 206

  • North Island from Manukau/Otahuhu to Wellington:

    Ben Haarmann 029 201 2520

  • South Island:

    Sarah Innes 021 430 715
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