Order, Specialist or custom trust, Kallan Lawyers

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What kind of trust?

Pick one or more. Combinations are common — e.g. bloodline + embedded child trusts, or asset holding + family protections.

Bloodline trust

Distributions restricted to the principal's direct descendants. Protects family wealth from spouses, in-laws, and external claims.

Trust with family protections

Tailored exclusions, controlled distributions, conflict resolution clauses, and successor appointor mechanics for fraught family dynamics.

Asset holding trust

Single-asset or limited-purpose vehicle. Suitable for property, IP, business interests, or SMSF-related holdings where simplicity matters.

Trust with child trusts built in

Parent discretionary trust with sub-trusts that vest to specific children at defined ages. Useful for estate planning and tax-effective wealth transfer.

Fully custom — describe below

Your client's situation doesn't fit a template. Maybe a multi-generational structure, a hybrid trust with unusual unit classes, an asset protection scheme, or something you've drawn yourself and want us to drive home. We're up for it.

Describe what you need

The more detail you can give us up-front, the faster we can scope and quote.

Tell us the structure, the people, and the goal

Helpful things to mention: the principal/settlor, who controls (appointor), proposed trustee structure, key beneficiaries, any specific exclusions, vesting period or trigger, asset to be held, planned distributions, any tax or estate planning context. Anything you can copy/paste from your client notes is welcome.

Working name for the trust if known

Trustee type

Urgency

Your details

Who's submitting, so we know who to come back to.

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Full name *

Firm or company if applicable

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Phone

Before you send

Please confirm:

Fixed fee will be confirmed first. I understand this is an enquiry, not a fixed-fee order. Kallan Lawyers will review the requirements and provide a written quote with a costs disclosure before any drafting work begins. Scope clarification. If the structural needs change after the quote is accepted, additional work may be quoted separately. We'll always agree variations in writing first. Drafting only. Unless separately engaged, this order covers drafting and execution support only. It does not include tax advice, structural advice, or stamp duty advice. Where advice is needed we'll scope it separately and quote.

Specialist & custom trusts.