Vest a Unit Trust

We can prepare a deed of vesting and supporting documents to wind up a trust. These documents will be prepared by our in house legal team in accordance with the terms of the deed, so we ask that you provide an executed copy of the original deed via email along with the order form.

If the trustee is a company and it is also going to be wound up, this should not happen until after the trust has been vested, as the trustee will be a party to the Deed of Vesting.

You will need to ensure that the trust has no income or assets as at the date of bringing forward the vesting date and that there are no remaining obligations to the beneficiaries.

Our legal team will prepare a Deed of Vesting to be executed and filed with the original trust deed. The documentation to Vest the Trust will be prepared in accordance with the rules as set out in the original trust deed. Please ensure that the trust has no income or assets as at the date of bringing forward the vesting date and that there are no remaining obligations to the beneficiaries.

The documentation to Vest the Trust will be prepared in accordance with the rules as set out in the original trust deed, so will therefore vary for different trust deeds, but will usually include:

  • Deed of Vesting
  • Trustee Resolutions (if the trustee is a company)
  • Unitholders Resolutions (for unit trusts)
  • Explanatory letter

You will receive electronic with optional hard copies of the documents.