FAMILY TRUST ASSISTANCE

Speak to an Expert to Plan and
Preserve Your Family Wealth

Get personal guidance to understand whether a family trust is suitable for your situation and how it may support long-term asset planning, succession and family continuity.

Expert-led guidance for family wealth, continuity and future planning.

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FAMILY TRUST GUIDANCE

What Is a Family Trust?

Understand How a Family Trust Can Support Future Planning

A family trust is a structured arrangement where assets are managed by a trustee for the benefit of selected family members or beneficiaries. It may help families plan succession, organise wealth, reduce uncertainty and manage assets according to clearly defined wishes.

Unlike a will, which generally takes effect after a person’s lifetime, a trust may help in managing and planning assets during one’s lifetime as well, depending on how it is structured.

At MyWillMaker, our expert will guide you on what a family trust means, whether it may be relevant for your family situation, and what important decisions you should understand before moving ahead.

Designed to bring clarity, control and continuity to family wealth planning.
Team discussing plans
Benefits

Why Expert Family Trust Guidance Matters

A thoughtful way to understand, manage and plan your family legacy with expert support.

Asset Planning Guidance

Speak to an expert to understand how a family trust may help organise and manage important family assets.

Succession Planning Support

Get guidance on how family wealth, responsibilities and future interests can be planned with greater clarity.

Control Over Distribution

Understand how a trust may help define how, when and for whom assets may be used, depending on your family’s needs.

Long-Term Family Continuity

A structured trust may help families plan continued support for loved ones across different life stages.

Reduced Family Uncertainty

Clear planning can help reduce confusion and make future decision-making easier for family members.

Professional Structuring Guidance

Receive guidance on important trust-related elements such as trustees, beneficiaries, responsibilities and documentation.

A thoughtful way to understand, manage and plan your family legacy with expert support.
Key Elements

Key Elements of a Family Trust

Important Parts an Expert Can Help You Understand

These elements help define how the trust may function and why expert guidance is important before planning one.

01

Settlor

The person who creates the trust and decides which assets may be placed under it.

02

Trustee

The person or entity responsible for managing the trust assets according to the defined instructions.

03

Beneficiaries

The family members or individuals who receive benefits from the trust.

04

Trust Deed

The document that records the purpose, rules, responsibilities and structure of the trust.

Planning Areas

Areas Where Expert Guidance Can Help

Trust Suitability Guidance

Understand whether a family trust may be relevant for your family, assets and long-term goals.

Trustee Selection Guidance

Get guidance on choosing the right person or entity to manage trust responsibilities.

Beneficiary Planning

Understand how beneficiaries may be identified and how their interests may be considered.

Asset Planning

Get guidance on which assets may need to be reviewed before considering a trust structure.

Distribution Planning

Understand how asset usage, support and distribution can be thought through across different stages.

Documentation Guidance

Get support in understanding the purpose, structure and important clauses generally covered in trust-related documentation.

Registration and Next-Step Guidance

Understand whether registration or additional formalities may be relevant depending on the nature of the trust and assets involved.

Our expert can help you understand which trust planning areas may be relevant for your situation.
Private & Confidential Consultation

Plan Family Wealth with Clarity and Confidence

Speak to an expert and get personal guidance on family trust planning, asset organisation and long-term succession considerations.

Book a Consultation

Speak to a Family Trust Planning Expert

Have questions about family trust planning? Share your details and our expert will connect with you to understand your requirement and guide you personally.

Common Questions

Frequently Asked Questions

A family trust is an arrangement where assets are managed by a trustee for the benefit of selected family members or beneficiaries.

A trustee can be an individual or an entity responsible for managing the trust according to the trust deed and defined responsibilities.

Beneficiaries are usually family members or individuals selected by the person creating the trust.

Yes. A will generally comes into effect after a person’s lifetime, while a trust may help manage assets during one’s lifetime as well, depending on how it is structured.

This depends on whether the trust is revocable or irrevocable. An expert can guide you on the difference and what may be suitable for your situation.