Cleardocs' Discretionary (Family) Trust deed has been updated
Maddocks recently reviewed our Discretionary (Family) Trust Deed. As a result, we made some minor updates to the provisions of the Deed.
In the new form of deed, you will notice the following key changes:
- the allocation of expenses clause now gives the trustee additional flexibility in how the trustee can elect to allocate the expenses and outgoings of the trust; and
- the financial statements clause now recognises that some trustees prefer to personally prepare the trustee's accounts rather than arranging for them to be prepared by an accountant.
The changes apply to Discretionary (Family) Trust Deeds purchased on or after 26 July 2013. To set up a Discretionary Trust, click here.
ClearWill Online now available
Cleardocs has a new addition to its Estate Planning suite of products. You can now use Cleardocs to create a complete and comprehensive Will that's valid in any state or territory in Australia.
ClearWill Online was developed in response to customer feedback and is designed to cover a wide range of circumstances.
As with all our packages, the legal documents are signed off by top-20 law firm, Maddocks.
You can order the document package online at Cleardocs for $165.00, here.
Cleardocs' involvement in LIV Succession Law Conference
On 30 August 2013, Cleardocs proudly exhibited at the Law Institute of Victoria's Succession Law Conference in Melbourne.
There was a great turnout, with more than 100 lawyers attending the full day event. Speakers presented on developments in succession law and other topics relevant to practise in this area. The keynote speaker was The Honourable Justice McMillan of the Supreme Court of Victoria.
The conference was an excellent opportunity for us to chat to delegates about the new addition to our Estate Planning suite, ClearWill Online, and the upcoming release of our second Wills product.