What are your primary financial goals for your family and business?
[ Understanding your objectives helps in designing a Trust that aligns with your vision ]

What assets do you currently hold, and how are they distributed?
[ Knowing your assets—real estate, investments, businesses—helps in planning the Trust's structure ]

Do you have any assets located internationally that need to be included in the Trust?
[ This is crucial for ensuring the Trust addresses both local and international assets effectively ]

Do you have any existing Trusts or estate plans in place?
[ This information helps in integrating the new Trust with your current plans ]

Who are the intended beneficiaries of the Trust?
[ Identifying beneficiaries ensures that the Trust is set up to meet your specific needs ]

Do you have any specific instructions or wishes for the management of your assets?
[ This helps in customising the Trust to reflect your personal preferences ]

What are your concerns regarding estate taxes and asset protection?
[ Addressing your concerns ensures the Trust provides the necessary protection and tax benefits ]

Do you have any business interests or ownership that need to be included in the Trust?
[ For business owners, this is crucial for proper management and succession planning ]

Who do you want to appoint as Trustees and successors?
[ Identifying suitable Trustees and successors is essential for effective Trust management ]

What is your preferred strategy for asset distribution among beneficiaries?
[ This helps in structuring the Trust to match your desired distribution plan ]

Are there any special needs or considerations for any of the beneficiaries?
[ Ensures the Trust accommodates any unique requirements of the beneficiaries ]

Do you have any existing debts or financial obligations that need to be addressed?
[ This helps in planning how to manage or settle these obligations within the Trust ]

How do you envision the role of the Trust in your overall financial plan?
[ Understanding your perspective helps in aligning the Trust with your broader financial strategy ]