Section A
Your details
So we know who we are dealing with and how to come back to you.
Removing and appointing trustees · Client intake
Removing and appointing trustees
Tell us who is coming on or stepping down. We will confirm what the deed requires, prepare the resolutions and the Master's forms, and give you a fixed fee. 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 B
The trust
Give us what you have. Leave blank anything you are not sure of, we can look it up.
Section C
The change you want
Worth knowing. A newly appointed trustee may not act for the trust until the Master has issued amended Letters of Authority naming them. Anything signed before that date can be challenged, so plan around the Master's turnaround rather than the signing date.
Section D
Anything else
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.
Optional. You can still send without files and follow up later.
Section F
Consent
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.
REMOVING AND APPOINTING TRUSTEES · 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 What is changing?: - Name of the trustee leaving (if any): - Why are they leaving?: - Is the outgoing trustee cooperating?: - Full names and surname of the incoming trustee (if any): - Incoming trustee's ID or passport number: - Incoming trustee's email and phone: - Will the incoming trustee be an independent trustee?: - How many trustees will there be after the change?: - Does the deed set a minimum or maximum number of trustees?: - Are the remaining 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