For the assistance of practitioners acting in trusts matters, a new precedent Trust Deed Review Checklist has been added to the matter plan in the By Lawyers Trusts publication. The new precedent was developed in response to a request from a practitioner.
The checklist is a useful tool for lawyers when:
- preparing a new trust deed on a client’s instructions;
- reviewing an existing trust deed in the course of trust administration;
- reviewing an existing trust deed when acting for the trustees in a transaction involving trust property;
- acting for a client in a transaction where the other party is a trustee’ or
- acting for parties in a dispute over a trust, or trust property.
The new Trust Deed Review Checklist is found in folder B. Trusts generally in the By Lawyers Trusts guide.
At By Lawyers we love feedback from the firms using our content and are always ready to add new precedents that practitioners need. It’s part of our commitment to practicality and helping lawyers enjoy practice more.