Trust Administration Services

Rust corporations are limited liability companies that can take on certain legal roles for a fee. They can:

• Act as executors or administrators of an estate
• Act as a litigation friend for people with reduced mental capacity
• Be appointed as a trustee of a trust
• Receive Power of Attorney in certain situations.

Although you may have a specific point of contact within the corporation, no individual is personally responsible for a given role. The directors of the company can make decisions together and work might be delegated or contracted out. The corporation continues to manage the role even when individuals leave, retire or pass away.

Appointing a trust corporation instead of an individual trustee can have various benefits, such as:

• Availability of multiple people to sign documents, attend meetings, and make decisions
• Combined experience of multiple experts
• No costs or delays to replace trustees who step down or pass away
• Easier to avoid conflicts of interest
• Impartial advice and decision-making.

We offer a bespoke service to meet all your trusts’ needs, including:

• Handling the administration, taxation and compliance requirements of a trust
• Acting as a professional trustee for the lifetime of a trust (which is longer than an individual trustee can serve) through our Trust Corporation
• Helping with one-off issues like a trustee tax return or an important transaction
• Directly managing trust affairs as a sole or joint trustee (you can appoint us as a trustee when creating the trust or to replace an existing trustee).

Our fees vary depending on how much support and assistance the trust requires. The fees are payable by the trust on a fixed-fee basis, where possible.

By appointing us as a trustee, you are ensuring the best protection for your assets for the lifetime of your trust.

When appointing an individual trustee, there can be concern about who will replace them if they can no longer carry out their duties.

Our Trust Corporation is an ‘enduring entity,’ so it will never need replacing. Your trust will be in safe hands that are familiar with its assets, the beneficiaries, and your wishes.

You will have some of the most knowledgeable experts in the country managing your trust. All aspects of your trust’s administration will get expert insight on tax compliance, property management, accounting, wealth structuring, international law, and more.

Our highly experienced Board of Directors will contribute to decision-making, with strict internal governance procedures to give you greater assurance.

Our impartial decision-making lets us assess the best options for the trust and its beneficiaries. Unlike the friends and family that many people appoint as trustees, we can make decisions without any conflicts of interest.