As part of our Essentials plan, you get access to create unlimited documents from our legal template library.
One of these is a Variation of Discretionary Trust Deed document which is commonly used in order to make changes to a Discretionary (also known as family) trust. You can view it in our document library, or get started here:
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It is important to note, that not all Trusts are able to be amended- in some cases they will need to be closed and restamped with new information instead.
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Trusts are generally high-risk documents, from both tax and asset management perspectives. Although you can make changes to the trust yourself, it is recommended to consult with an experienced lawyer first to ensure it is done properly. Lawpath can also help with this via our free legal quotes service.
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