YOUR FAMILY TRUST

YOUR FAMILY TRUST

You have asked us to form a family trust for you. To do so, we need to ask you a series of questions. Before you start filling our questionnaire, you may need the following information/documents: full contact details of your Trustees and Beneficiaries; including their address, email, occupation and phone numbers. For Beneficiaries we also need their date of birth. We recommend you grab a cuppa as it may take 30 minutes to complete, however you can save this document as a draft at any time.

A) NAME OF TRUST

Please advise the name for your Family Trust
Family Trust Name:

B) SETTLOR DETAILS

The person(s) who creates a trust is known as the "settlor(s)". A settlor can be any person 18 years of age or older and of sound mind who has the requisite legal capacity. The settlors are usually the current legal owners of a property and are often also Trustees and Beneficiaries.
Settlor 1 Full Name:

PrefixFirst NameMiddle NameLast Name
Settlor 1 Address:

Street Address

Suburb

CityState / Province

Postal / Zip CodeCountry
Settlor 1 Occupation:
Settlor 1 Date of Birth:

DayMonthYear
Settlor 1 Phone:

Area CodePhone Number
Settlor 1 Email:
example@example.com
Settlor 2 Full Name:

PrefixFirst NameMiddle NameLast Name
Settlor 2 Address:

Street Address

Suburb

CityState / Province

Postal / Zip CodeCountry
Settlor 2 Occupation:
Settlor 2 Date of Birth:

DayMonthYear
Settlor 2 Phone:

Area CodePhone Number
Settlor 2 Email:
example@example.com
Does Settlor 1 or Settlor 2 have any special needs, for example, blindness or an insufficient command of English?

YesNo
If YES, please specify the Settlor's name and their special needs:
In some circumstances, for example, the elderly, you may need to provide a recent medical certificate of capacity from your doctor. If you have one, please upload here:

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C) OTHER NAMES

Please advise us of all other names you are known by, especially if land or other assets are recorded under those different names.
Are you known by any other name?

YesNo
If YES, please state the other name(s) you are also known by:

D) MARITAL STATUS
What is your present marital status?

Legally marriedCivil unionDe facto relationshipLiving togetherSeparatedDivorcedWidowedSingleOther
If you are de facto, are you contemplating marriage soon? If so, when?

G) APPOINTMENT OF TRUSTEES.

Trustees legally own property held in a family Trust. A Trust normally has two or more Trustees. They should be people whom the Settlor(s) is confident will manage the trust prudently. The Settlor(s) can choose to be a Trustee of their own trust. Usually husband and wife Settlors are also Trustees.
Trustee 1 Full Name:

PrefixFirst NameMiddle NameLast Name
Trustee 1 Relationship to You:
i.e. my brother
Trustee 1 Date of Birth:

DayMonthYear
Trustee 1 Phone:

Area CodePhone Number
Trustee 1 Email:
example@example.com
Trustee 1 Occupation:
What city does Trustee 1 live in?
Trustee 2 Full Name:

PrefixFirst NameMiddle NameLast Name
Trustee 2 Relationship to You:
i.e. my brother
Trustee 2 Date of Birth:

DayMonthYear
Trustee 2 Phone:

Area CodePhone Number
Trustee 2 Email:
example@example.com
Trustee 2 Occupation:
What city does Trustee 2 live in?
Trustee 3 Full Name:

PrefixFirst NameMiddle NameLast Name
Trustee 3 Relationship to You:
i.e. my brother
Trustee 3 Date of Birth:

DayMonthYear
Trustee 3 Phone:

Area CodePhone Number
Trustee 3 Email:
example@example.com
Trustee 3 Occupation:
What city does Trustee 3 live in?

H) PROFESSIONAL TRUSTEE

In some instances you may wish to have a professional trustee or advisor trustee appointed such as an accountant or lawyer.
Do you wish to have a professional trustee or advisor trustee?

YesNo
If yes, please provide their details below:
Professional Trustee 1 Full Name:

PrefixFirst NameMiddle NameLast Name
Professional Trustee 1 Company Name:
Professional Trustee 1 Occupation:
Professional Trustee 1 Phone:

Area CodePhone Number
Professional Trustee 1 Email:
example@example.com
Professional Trustee 1 Address:

Street Address

Suburb

CityState / Province

Postal / Zip CodeCountry
If you wish to have more than one (1) professional trustee, please provide further professional trustees details below:

J) FINANCIAL OBLIGATIONS AND DEBTS
Please specify any financial obligations and debts you have (i.e., mortgage, loans, credit cards, cars etc):

K) MAORI LAND
Do you have any interests in Maori land, Maori incorporation shares, any leasehold interests in a registered lease over Maori land and money held by the Maori Trustee derived from Maori land?

YesNo
If YES, please specify:

L) BENEFICIARIES

Beneficiaries are people for whose benefit the trust has been established. Husband and wives usually have themselves and their children as the Beneficiaries. Settlors are usually Trustees and Beneficiaries. If you wish to appoint others or a charity, please let us know. Please advise each Beneficiaries details below.
Beneficiary 1 Full Name:

PrefixFirst NameMiddle NameLast Name
Beneficiary 1 Relationship to You:
Beneficiary 1 Date of Birth:

DayMonthYear
Beneficiary 1 Phone:

Area CodePhone Number
Beneficiary 1 Email:
example@example.com
Beneficiary 1 Occupation:
What city does Beneficiary 1 live in?
Beneficiary 2 Full Name:

PrefixFirst NameMiddle NameLast Name
Beneficiary 2 Relationship to You:
Beneficiary 2 Date of Birth:

DayMonthYear
Beneficiary 2 Phone:

Area CodePhone Number
Beneficiary 2 Email:
example@example.com
Beneficiary 2 Occupation:
What city does Beneficiary 2 live in?
Beneficiary 3 Full Name:

PrefixFirst NameMiddle NameLast Name
Beneficiary 3 Relationship to You:
Beneficiary 3 Date of Birth:

DayMonthYear
Beneficiary 3 Phone:

Area CodePhone Number
Beneficiary 3 Email:
example@example.com
Beneficiary 3 Occupation:
What city does Beneficiary 3 live in?
Beneficiary 4 Full Name:

PrefixFirst NameMiddle NameLast Name
Beneficiary 4 Relationship to You:
Beneficiary 4 Date of Birth:

DayMonthYear
Beneficiary 4 Phone:

Area CodePhone Number
Beneficiary 4 Email:
example@example.com
Beneficiary 4 Occupation:
What city does Beneficiary 4 live in?
Beneficiary 5 Full Name:

PrefixFirst NameMiddle NameLast Name
Beneficiary 5 Relationship to You:
Beneficiary 5 Date of Birth:

DayMonthYear
Beneficiary 5 Phone:

Area CodePhone Number
Beneficiary 5 Email:
example@example.com
Beneficiary 5 Occupation:
What city does Beneficiary 5 live in?
If you have more than five (5) beneficiaries, please name all other beneficiaries:

O) ENDURING POWERS OF ATTORNEYS
Does Settlor 1 have existing Enduring Powers of Attorney?

YesNo
If yes, please provide details of the law firm holding Settlor 1's Enduring Powers of Attorney below:
Settlor 1 EPA Law Firm Name:
Settlor 1 EPA Lawyer Full Name:

PrefixFirst NameMiddle NameLast Name
Settlor 1 EPA Lawyer Phone:

Area CodePhone Number
Settlor 1 EPA Lawyer Email:
example@example.com
Settlor 1 EPA Lawyer Address:

Street Address

Suburb

CityState / Province

Postal / Zip CodeCountry
When was Settlor 1's EPAs done:

DayMonthYear
If you have a copy of Settlor 1's EPAs, please upload here:

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Does Settlor 2 have existing Enduring Powers of Attorney?

YesNo
If yes, please provide details of the law firm holding Settlor 2's Enduring Powers of Attorney below:
Settlor 2 EPA Law Firm Name:
Settlor 2 EPA Lawyer Full Name:

PrefixFirst NameMiddle NameLast Name
Settlor 2 EPA Lawyer Phone:

Area CodePhone Number
Settlor 2 EPA Lawyer Email:
example@example.com
Settlor 2 EPA Lawyer Address:

Street Address

Suburb

CityState / Province

Postal / Zip CodeCountry
When was Settlor 2's EPAs done:

DayMonthYear
If you have a copy of Settlor 2's EPAs, please upload here:

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If NO, would you like us to prepare your Enduring Powers of Attorney?

YesNo
Should be Empty:

YOUR FAMILY TRUST

A) NAME OF TRUST

B) SETTLOR DETAILS

C) OTHER NAMES

D) MARITAL STATUS

E) CHILDREN

F) WILL

If yes, please provide details of the law firm and lawyer holding Settlor 1's will below:

If yes, please provide details of the law firm and lawyer holding Settlor 2's will below:

G) APPOINTMENT OF TRUSTEES.

H) PROFESSIONAL TRUSTEE

If yes, please provide their details below:

I) LIST OF ASSETS

J) FINANCIAL OBLIGATIONS AND DEBTS

K) MAORI LAND

L) BENEFICIARIES

M) COMPANIES

N) OTHER FAMILY TRUSTS

O) ENDURING POWERS OF ATTORNEYS

If yes, please provide details of the law firm holding Settlor 1's Enduring Powers of Attorney below:

If yes, please provide details of the law firm holding Settlor 2's Enduring Powers of Attorney below: