Trust Circumstances Review

We are required to review your trust circumstances annually. This year this exercise is particularly important as the rules regarding trusts have changed, due to the Trusts Act 2019 coming into force. You can find important information about these changes and how they may affect you here.
Trust information
Name of person completing this form*
First Last
Primary email address*
A copy of the answers you submit in this form will automatically be sent to this email address.
Secondary email address
Is there another email address you would like us to copy into correspondence relating to your trust annual review?
Name of trust*
You may be involved in more than one trust. This questionnaire is asking only about the trust we referred to in our email. Please enter the name of that trust here.
Please name any other trustees who have authorised you to complete this questionnaire on their behalf
If there are other trustees outside of WRMK Lawyers who you do not have authority for, we will generally contact them separately and send them a copy of your completed questionnaire.
Insurance
Is all trust property insured for a sum sufficient to cover the cost of replacement?*
- Yes
- No
- No insurable assets
What is the name of your insurer?*
Please upload a copy of your certificate of insurance or renewal notice here.
Alternately, please email the documents through to
Drop files here or

Accepted file types: pdf, doc, docx, jpg, png, Max. file size: 128 MB.

This form helps us to review your trust. It will be reviewed on behalf of the independent trustee, who will contact you if there are any further matters to discuss.

Amount borrowed	Name of lender	Purpose of the loan