Whats included in the Discretionary (Family) Trust document package?
The Discretionary (Family) Trust document package includes: • Consent to act as the Trustees (and related minutes if trustee is a company) • the Trust Deed • an Establishment Kit telling you what to do next. The whole process of setting up a Discretionary Trust takes about 5-10 minutes. Once you’ve answered the questions on the Cleardocs system and paid you can instantly download the documents. You can go through the whole interface etc. before deciding whether to proceed to pay.
