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We are proposing changes to selected fees and invite you to provide your feedback by 15 October 2021 to help us understand the impact of the changes. Find out more here.
 


Due to current stay at home orders, in-person Wills and Estate Planning appointments are temporarily suspended across NSW. Please call 1300 10 20 30 for alternate options or to book a video conference appointment. 

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Set up a trust

There are several different kinds of trusts available. We can provide advice and help you with the following types of testamentary trusts you would like to create in your Will. 

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Trust

A relationship where a person or organisation (the trustee) is under an obligation to hold property (real estate and/or money) for the benefit of other persons (the beneficiaries).

Definitions

beneficiaries

People, charities and organisations who you decide will receive or benefit from your estate when you pass away.

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A trust is a relationship where a person or organisation (trustee) is under obligation to hold real estate and money to benefit other persons (beneficiaries).

Definitions

beneficiaries

People, charities and organisations who you decide will receive or benefit from your estate when you pass away.

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Find out all the legal and trustee costs and fees for NSW Trustee & Guardian to administer an estate with a continuing trust or set up or transfer a trust.
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Get expert help to make a valid Will outlining who you wish to inherit your assets, look after your children and be Executor of your estate when you pass away.

Definitions

assets

All of a person’s property including real and personal e.g. bank accounts, realty, shares in companies, cash etc.

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