Creating a family trust is one of the most reliable ways to protect assets, manage family wealth, and ensure smooth succession. A well-structured trust helps avoid disputes, maintains privacy, and gives you full control over how your assets are managed and distributed.

At Your Legal Assistant, our trained paralegal team prepares trust documents, supporting schedules, and organized paperwork that make the entire process easier. All drafts are prepared clearly and professionally so your licensed attorney can review and finalize them with confidence.

1. Understanding Your Trust Objectives: We begin by understanding the purpose behind setting up your trust. This includes the nature of assets you want to cover, your long-term family goals, the individuals you want to benefit, and the level of authority you wish to give the trustees. This initial clarity helps us shape the scope and structure of the trust so that it reflects your intentions accurately.
2. Choosing the Trust Structure: After identifying your goals, we determine the right trust structure for you. In this stage, we define whether the trust should be revocable or irrevocable, outline the roles of the settlor, trustees, and beneficiaries, and specify the trust’s purpose, duration, and distribution rules. We also document the powers and duties of the trustees and explain how assets should be managed, added, or distributed. This creates a solid framework for the trust deed.
3. Preparing the Trust Deed & Supporting Documents: Once the structure is finalized, we draft the full set of trust documents. This includes the trust deed along with schedules describing the assets, trustee consent and acceptance documents, beneficiary acknowledgments, administrative guidelines, and explanatory notes to help you manage the trust. We also prepare drafts for possible future amendments and create a complete signing and execution checklist. Everything is formatted clearly so your licensed attorney can review and finalize it quickly.
4. Guidance on Execution & Registration: We provide a detailed guide to help you complete the signing and registration process without confusion. This includes instructions on stamp duty, witness requirements, execution steps for all parties, and optional registration guidance if you choose to register the trust. We also share notes on post-execution management so you understand how the trust should be operated once it becomes effective.
5. Delivery of a Complete Trust Setup Pack: At the end, you receive a fully organized trust package that contains the trust deed, all schedules, trustee and beneficiary documents, and a clear execution guide. Everything is arranged in a manner that your attorney can review, approve, and execute with ease. This makes the entire trust setup smooth, predictable, and professionally documented.

Why Choose Your Legal Assistant

1. Specialised Documentation Team: Experienced paralegals who prepare trust documentation with clarity and precision.
2. Professional Formatting: Well-structured, clean drafts ready for legal counsel to review.
3. Cost-Effective Support: High-quality preparation without heavy advisory fees.
4. Confidential Handling: All family and financial details are treated with strict privacy.
5. Attorney-Friendly Drafts: Easy for your licensed attorney to approve and execute.

Protect your family’s assets with a clear, well-organised trust structure. Let Your Legal Assistant prepare your trust deed, schedules, and documentation, ready for final review by your licensed attorney.

Frequently Asked Questions (FAQs)

1. What does the Family Trust Setup service include?

We prepare the trust deed, asset schedules, trustee documents, beneficiary forms, internal notes, and execution guidance.

2. Do you provide legal or tax advice?

No. We prepare documentation and organisational support only. Legal advice and execution must be done by your licensed attorney.

3. Who prepares the trust documents?

All documents are prepared by our skilled paralegal team and foreign-qualified legal professionals.

4. Is the trust valid immediately after drafting?

The trust becomes valid only after your licensed attorney reviews, approves, stamps, and executes the documents.

5. Can you help with amendments or updates later?

Yes. We can prepare draft amendments, updates to schedules, and changes to trustees or beneficiaries.

Protect your family’s assets with a clear, well-organised trust structure. Let Your Legal Assistant prepare your trust deed, schedules, and documentation, ready for final review by your licensed attorney.