You worked hard to accumulate your wealth – why let it go to waste? A trust is a great way to control the future of your hard-earned assets. In simple terms, it’s a legal agreement between three parties– the trustmaker (that’s you), the trustee (the person responsible for transferring the assets) and the beneficiary (the people the assets will be transferred to).
At Paragon, our goal is to take the burden away from trust admin by ensuring all legal requirements are fulfilled and providing advice you can, well, trust.
- Prepare and execute the vital documentation required for trust formation
- Attend to the special requirements involved in reporting for trusts
- Complete the trust administration:
- Minute-keeping service
- Annual accounts
- Asset management
- Investment monitoring
- Income distribution