Archive: Aug 6, 2026, 12:00 AM

Missing trust documents: what can be done?

Incomplete trust documents can create real problems for trustees, especially when AML checks, bank lending, property transactions or trustee changes are involved. This article explains why trust records need to be kept for the life of the trust and why missing documents should be dealt with early.

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Changing Trustees of a Family Trust: What Is Involved?

Changing trustees is usually straightforward when there is no mortgage involved. If the trust has bank lending, the process can take longer because the bank may need to consent, complete AML checks and update its lending documents.

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