Discretionary Trust Order Form | Masons Lawyers | Caboolture

Discretionary Trust Order Form

Part 1: Your Details

Your Name:
Your Firm:
Your Phone:
Your Email:

Part 2: Discretionary Trust Details

Name of Trust:
Date of Trust:
Names of ALL Trustee/s:
Street Address of Trustee/s:
If trustee is a company:
ACN:
Names of ALL Directors:
Appointor of Trust:
Settlor:	Masons Lawyers Other:
Settlor's address:		If not Masons Lawyers
Settlment sum	$10 Other:

Part 3: Primary Beneficiaries- please provide full name/s

#1:		#4:
#2:		#5:
#3:		#6:

Secondary Beneficiaries - Relatives of Primary Beneficiaries are included (ie spouses, parents, brothers, sisters, all children, grandchildren, nieces and nephews).

Tertiary Beneficiaries - All companies and trusts in which any of the previous beneficairies are interested are included.

Default Beneficiaries - Please note that if no nomination is made below, the Promary Beneficiaries will be the takers in default

#1:		#4:
#2:		#5:
#3:		#6:

Any further comments?

The cost to set up a Discretionary Trust is $440.00. Once you've submitted the form we will be in touch to arrange payment.

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MASONS LAWYERS BRISBANE "Corporate House" 747 Lytton Road, MURARRIE QLD 4172	MASONS LAWYERS CABOOLTURE "The Lakes Centre" 22 King Street, CABOOLTURE QLD 4510