Discretionary Trust Form

Requesting Party

Requesting Party

Trust Details

Trust Details

Settlor

Settlor

Full name must be provided.

Trustees

Trustee (1)

Full name must be provided.

If the Trustee is a corporation, please complete the following information.

Beneficiaries

Primary Beneficiary (1)

Full name must be provided.

If there are any excluded beneficiaries, please complete the following:

Appointors

Appointor (1)

Full name must be provided.

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