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Trusts Direct

What is Trusts Direct and how will it benefit me?

Trusts Direct provides online access to a suite of Mourant Ozannes' professionally drafted Jersey, Guernsey and Cayman trust precedents. Just select, evaluate free of charge as a PDF and, if approved, purchase as a Word document - ready to use.

With Trusts Direct, our precedents:

  • are up to date;
  • have been refined over 60 years by the firm's award winning* Trusts Team;
  • are trustee friendly, with comprehensive exoneration and renumeration provisions;
  • have been based on precedents refined over the years by partners involved in the original drafting of the local trust law and every amendment thereafter;  and
  • are accompanied by a corresponding three-page summary tailored to the precedent you choose.

Taking advantage of opportunities.

Members of Trusts Direct are able to respond faster to potential new business opportunities and increase the conversion of enquiries into valuable client relationships. Trusts Direct gives you 'anytime, anywhere' access to the documents you need.

Professional support at your fingertips.

To complement Trusts Direct, we offer a full bespoke drafting and advisory service, including:

  • Help on tailoring any of the trusts to particular client requirements.
  • Legal interpretation and opinions on trust validity and scope of powers under trusts. 
  • Drafting all related documentation including:
    • letters of wishes;
    • trustee indemnities; and
    • trustee resolutions.

In addition to the suite of precedents available from Trusts Direct, the team can provide over 180 supplemental instruments to help discharge trustee obligations to accurately and professionally record the exercise of various trustee powers including:

  • instruments gifting property to a trust; 
  • instruments distributing trust income or capital to beneficiaries;
  • instruments of addition or removal of beneficiaries; and
  • instruments of appointment and retirement of trustees.

Sign Up to Trusts Direct

This precedent bank system is generally designed for use by licenced and regulated trust company businesses with whom we have an existing business relationship. If you fall outside this category we may need further information from you. Our administrators will be in touch if they have any questions.

Existing members, please login here.

New members, please fill out your details below to sign up to Trusts Direct.

We will then email you the password to access the documents. You can download a free PDF preview of any of the precedents included in the service, to discuss with your clients. Then it's simply a case of buying the precedent/s online and receiving it in a Word version - ready to use.