Trust-Based Estate & Asset Protection Plan
Protect Your Family Home, Business & Investments
A coordinated set of documents — trust deed, wills, EPAs and more — designed to protect your most important assets for the people you choose.
Do You Need a Trust-Based Estate Plan?
A trust may be worth considering if any of the following apply to you.
Home or Properties
You own or plan to own a family home, rental properties, or a bach.
Business or Professional Risk
You run a business or face professional liability exposure.
Blended Family
You have children from previous relationships and want to balance fairness with protection.
Second Relationship
You are in a new relationship and want to protect pre-relationship assets for your own children.
Vulnerable Beneficiaries
You have a child or family member with a disability, health issue, or spending risk.
Generational Wealth
You want assets to stay in the family line across generations, not pass out through relationships.
What Your Plan Includes
Core Trust Documents
✓ Trust Deed (tailored to your trust type)
✓ Memorandum of Wishes
✓ Deed of Loan / Sale of Assets
✓ Initial Deed of Gift
✓ Initial Trustee Minutes
✓ Chart to record loans and repayments
Estate Planning Documents (Included)
✓ Will (coordinated with trust)
✓ EPA for Property
✓ EPA for Welfare
✓ Advance Health Care Directives
Trust Types & Pricing
We will advise on which structure is right for you. All prices include GST. Learn about each trust type →
- Flexible discretionary trust
- Maximum asset protection
- Tax planning flexibility
- All estate planning documents included
- Defined interest entitlements
- Great for blended families
- Clear, certain outcomes
- All estate planning documents included
- Protects wealth across generations
- Enhanced long-term provisions
- Ideal for significant assets
- All estate planning documents included
- Separate trust for each partner
- Protects pre-relationship assets
- Life interest provisions
- All estate planning documents included
Optional Add-On Trusts
Additional Costs
| Item | 1 Person | Couple |
|---|---|---|
| AML Compliance (required) | $276 | $322 |
| Corporate Trustee Company (optional) | $520 | |
| Property transfers into trust | Quoted separately | |
💡 What's Included in the Trust Price
For Family, Defined Interest and Multi-Generational trusts, the fee includes: trust deed, memorandum of wishes, enduring powers of attorney (property and welfare), advance health care directives, will, deed of loan/sale of assets, initial deed of gift, initial minutes, and a chart to record loans and repayments.
Example — Family Trust: $2,200 (1 person) / $2,750 (couple) + AML $276/$322 = $2,476 (1 person) / $3,072 (couple).
Business/Inheritance/Special Disability trusts include a trust deed, a simple memorandum of wishes, deed of loan, and initial minutes.
