Consider this if…
- You want to limit benefits to a defined family line
- Relationship breakdown or succession is a concern
- Control of the trustee needs to pass between generations
- You want to understand what the structure can and cannot protect
How it works
Send us the trust record
We review the signed deed, later amendments and the people or entities involved.
At the start
We identify the legal pathway
We check the relevant power, approvals, documents and whether accounting, tax or duty advice is needed.
After document review
We prepare the documents
We prepare the deed, resolutions, consents and supporting records included in the agreed scope.
Timing confirmed with the scope
Signing and completion
We explain execution and the records or notifications required after signing.
After approval
Fee
Quoted in writing before we start
GST inclusive
The scope, fee and expected timing are confirmed in writing before work begins.
Start with the outcome, not the label
“Bloodline trust” is a descriptive expression rather than a guarantee. We identify which family members and entities should be included or excluded, who should control appointments and what should happen on death or incapacity.
Protection has limits
A deed cannot remove every family-law, creditor, tax or succession risk. Outcomes depend on the facts, the way the trust is controlled and administered, and the law applying when a claim arises. The documents should not promise more than the structure can deliver.
Coordinate the estate plan
Control of a trust does not necessarily pass under a will in the same way as personally owned property. Trustee shares, appointor powers and succession provisions should be reviewed with the estate plan.
Frequently asked questions
Does a bloodline trust guarantee asset protection?
No. The outcome depends on the deed, control, administration and the circumstances of any claim. It should be treated as one part of broader legal and financial planning.
Can spouses be excluded?
A deed can define and limit its beneficiary class, but the legal and tax consequences and the practical family objectives should be considered before drafting.
Who controls the trust after I die?
That depends on the trustee structure, appointor provisions and succession documents. These should be reviewed together with your will and company records.
Related services
Send the signed deed and tell us what has happened or what you need to change.
Ask about this trust service