Discretionary, family or unit trust establishment

Trust deed order form

Complete this online form to order a trust deed. We prepare the deed, appointor and trustee schedules and the establishment minutes.

Your details

We use these to confirm the order and send the completed documents.

Contact name *

Email *

Phone

Firm / company (if applicable)

Trust details

Proposed trust name *

Trust type *

Settlement sum

Vesting date (if specified)

State of establishment (stamp duty)

Purpose / intended activity of the trust

Exclude Foreign Person

Trustee

Trustee type *

Corporate trustee name

Corporate trustee ACN

Trustee registered / residential address

Individual trustee

Trustee 1

Full name

Date of birth

Residential address

Phone

Appointor / principal

Appointor name

Appointor address

Backup appointor

Settlor

Settlor name

Settlor address

Beneficiaries / unit holders

Beneficiary 1

Name

Relationship to primary beneficiary

Units held (unit trusts only)

Address

Declaration

Additional instructions

I confirm the information provided is true and correct.

I understand Enliven Co must complete AML/CTF identity verification for all relevant parties before the order is finalised.