This Office "HBA Accounting" has only been using this program for a few months now and we are finding this the easiest, most cost effective way to create our Company and Trust documentation. For the fact that we pay per month and receive the ability to establish 100 documents. This is a real plus. Our clients come to us for efficient and prompt service.
We have found that LawLive is excellent to help us achieve this for our clients. To order a new Trus
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Document Type: | Microsoft Word |
Build Time: | 3 Min |
Rating: | ![]() ![]() ![]() ![]() ![]() |
Plus 1 this Document: |
This is a checklist for acting as trustee (Company Trustee).
This checklist is useful when a company is acting as Trustee of a discretionary (family) trust.
NOTE: If you have purchased our Discretionary Trust Deed, this Checklist is attached to that document as part of that purchase.