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Essential Family Trust
Essential Family Trust

Protect your family. Secure what you've built

A straightforward trust designed to protect family assets, plan succession, and prevent future disputes. Ideal for families seeking clarity, compliance, and long-term peace of mind

Entry

Essential Family Trust

A straightforward trust designed to protect family assets, plan succession, and prevent future disputes. Ideal for families seeking clarity, compliance, and long-term peace of mind

Core Package

  • Family Trust Deed
  • Succession Mapping
  • Property Transfer Advisory
  • Stamp Duty Exemption
  • Trustee Governance
  • 12-Month Support
  • Document Storage

Bonuses

  • Tax Exposure Check
  • Guardianship Clauses
  • Emergency Plan
  • Onboarding Pack
  • Annual Review

Frequently Asked Questions

Essential Family Trust – FAQs

This package is ideal for families who want to protect property, plan succession, and reduce future disputes through a legally compliant trust—without complex business or international structures.

It includes a Family Trust Deed, succession mapping, property transfer advisory, stamp duty exemption support, trustee governance setup, 12 months of support, secure document storage, and an annual review.

Registration timelines depend on documentation readiness, but most Essential Family Trusts are completed efficiently within standard statutory timelines. You are guided step by step to avoid delays.

Yes. You receive 12 months of post-registration support, including governance guidance, document management, and an annual review to ensure the trust remains compliant and effective.

Absolutely. The Essential Family Trust is designed as a foundation and can be upgraded to a Legacy Trust as your assets, family needs, or business interests grow.

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