Amending a trust deed · Client intake

Amending a trust deed

Tell us what you want the deed to say differently. We will confirm whether the deed allows the change, who has to consent, and what it will cost. It takes about three minutes. Fields marked * are required; leave anything that doesn't apply blank.

Your information stays on your device. We store your answers securely when you send them to us. Until then, a draft stays on this device only. We handle it in confidence, in line with POPIA.

Section A

Your details

So we know who we are dealing with and how to come back to you.

Full names and surname

In what capacity are you enquiring?

Email address

Contact number

Preferred way to be contacted

Section B

The trust

Give us what you have. Leave blank anything you are not sure of, we can look it up.

Registered name of the trust

IT number

Master's office where the trust is registered

Do you have the current Letters of Authority?

Do you have the trust deed and every later amendment?

How many trustees does the trust currently have?

Section C

The change you want

Worth knowing. Two things decide whether a deed can be varied: what the deed's own amendment clause allows, and whether any beneficiary has already accepted a benefit from the trust. Where benefits have been accepted, those beneficiaries have to consent to the variation. We check both before drafting.

In your own words, what do you want the deed to change?

Which part of the deed does this mostly affect?

Does the deed contain a clause dealing with amendments?

Has the deed been varied before?

Has any beneficiary already received or accepted a benefit from the trust?

Is the founder alive and able to sign?

Are all the trustees in agreement?

Section D

Anything else

How soon do you need this done?

Anything else we should know

Section E · Optional

Supporting documents

If you have them to hand, attach the current Letters of Authority, the trust deed and any later amendments. It saves a round of emails, but send the form without them if you don't. Photos are fine: all four corners visible. JPG, PNG or PDF, max 10MB each.

Drag files here, or browse

Optional. You can still send without files and follow up later.

Review & send

Check the summary below, then download it or send it through. Upload the Letters of Authority and deed (if you have them) in the Supporting documents section above.

AMENDING A TRUST DEED · CLIENT INTAKE

A. YOUR DETAILS
Full names and surname: -
In what capacity are you enquiring?: -
Email address: -
Contact number: -
Preferred way to be contacted: -

B. THE TRUST
Registered name of the trust: -
IT number: -
Master's office where the trust is registered: -
Do you have the current Letters of Authority?: -
Do you have the trust deed and every later amendment?: -
How many trustees does the trust currently have?: -

C. THE CHANGE YOU WANT
In your own words, what do you want the deed to change?: -
Which part of the deed does this mostly affect?: -
Does the deed contain a clause dealing with amendments?: -
Has the deed been varied before?: -
Has any beneficiary already received or accepted a benefit from the trust?: -
Is the founder alive and able to sign?: -
Are all the trustees in agreement?: -

D. ANYTHING ELSE
How soon do you need this done?: -
Anything else we should know: -

E. SUPPORTING DOCUMENTS
Supporting documents: none attached

F. CONSENT
Consent: No