Our Services
Why You Need Trust Protect
Trust Protect offers comprehensive independent trustee services to safeguard your legacy with professionalism, integrity, and care.
Our expertise ensures every trust is managed with the highest governance, compliance, and transparency standards.
Independent Trustee
Appointed as professional independent trustee on your trust and taking responsibility per the various statutory and legal requirements.
The two key responsibilities are to manage and distribute the trust assets. In carrying out their duties, trustees have a fiduciary duty to act in the best interest of others. Here is a list of a few other responsibilities:
- Ensure compliance with the trust instrument (trust deed),
- Compliance with all statutory requirements,
- Safeguarding trust assets,
- Accounting to Master of High Court and beneficiaries,
- Administration, trustee meetings, and keeping proper minutes of meetings, records, and registers.
Independent Director
Appointed as independent and non-executive director assisting the management of your company and business
Trust Audits and Due Diligence
Doing a comprehensive audit and check on the required trust:
- For compliance and legal purposes,
- Assisting professionals with implementation,
- Trustee and/or Beneficiary requirements and requests,
- Various related and specialized due diligence requirements
Questions to Ask When Choosing an Independent Trustee:
1.
What is your experience in managing trusts similar to mine?
2.
How do you handle conflicts of interest or beneficiary disputes?
3.
Can you describe your approach to risk management and compliance?
4.
How often will you report to beneficiaries, and in what format?
5.
What is your fee structure, and are there any hidden costs?
6.
How do you ensure continuity if you're unable to continue serving?