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Trust-Based Estate & Asset Protection Plans
Trust-based estate plans require specialist legal advice. These plans are prepared by Ross Holmes Virtual Lawyers Limited using DYOdocs' intelligent questionnaire technology.
What Is a Trust-Based Estate Plan?
A trust-based estate and asset protection plan goes beyond a simple will. Your assets are held in a trust structure that provides asset protection, tax planning flexibility, and multi-generational wealth preservation — benefits that a will alone cannot offer.
Because trusts involve complex legal structures and significant obligations under the Trusts Act 2019, these plans are prepared exclusively by Ross Holmes Virtual Lawyers Limited — specialist trust lawyers who provide full legal advice throughout the process. DYOdocs' intelligent questionnaire technology streamlines the information-gathering, but every document is reviewed and finalised by a qualified lawyer.
Your complete plan includes a trust deed tailored to your situation, a memorandum of wishes, updated wills, enduring powers of attorney, and all supporting documents.
Unlike a will (which becomes a public document through probate), a trust keeps your affairs private. Assets held in the trust pass directly to beneficiaries without the delay and cost of probate.
⚖️ This is not a DIY service
Trust-based estate plans are a professional legal service provided by Ross Holmes Virtual Lawyers Limited. You will receive specialist legal advice, and all documents are prepared, reviewed, and finalised by qualified lawyers.
Choose Your Trust Structure
Six trust types to match your situation. Ross Holmes Virtual Lawyers Limited will advise on which structure is right for you.
Primary Trust Types
🏠 Family Trust
Most PopularFlexible discretionary trust with maximum asset protection and tax planning flexibility. Suitable for most families.
From $2,200 / $2,750 couple
📊 Fixed Interest Trust
Beneficiaries have fixed percentage entitlements. More certainty, clearer tax positions, good for specific asset allocation.
From $2,500 / $3,000 couple
🌳 Multi-Generational Trust
Preserves wealth across multiple generations. Extended family protection with provisions for grandchildren and beyond.
From $2,700 / $3,200 couple
👫 Parallel Trusts
Separate trust for each partner with life interest provisions. Enhanced protection for blended families. Couples only.
$3,800 couple only — creates 2 trusts
Optional Add-On Trusts
🏢 Business Trust
Separates business risks from family assets. If the business fails, your family trust is protected. Can be added to any primary trust type.
+$1,500
🎓 Inheritance Trust
Individual trust for a specific child. Protects their inheritance from relationship property claims. One trust per child.
+$1,500 per trust
All prices include GST. Trust deed costs are for the deed only — see below for the complete estate plan package. All trusts are prepared by Ross Holmes Virtual Lawyers Limited with full legal advice.
Everything Included in Your Plan
Every document is prepared, reviewed, and finalised by Ross Holmes Virtual Lawyers Limited — specialist trust lawyers providing full legal advice. All of the following are included in your trust-based estate plan.
🛡️ Core Trust Documents
Trust Deed
Included · Tailored to your chosen trust type
Memorandum of Wishes
Included
Trust Summary
Included
Trust Directory
Included
Initial Trustee Resolutions & Future Draft Minutes
Included
📋 Estate Planning Documents
Simple Will
Included
EPA for Property & Welfare
Included
Advance Healthcare Directives
Included
Funeral Directives
Included
List of Digital Assets & Devices
Included
Estate Plan Directory
Included
All prices include GST. A Simple Will is included in the plan. If a Normal Will is required, additional fees apply. EPA prices do not include the cost of witnessing the donor's signature.
Additional Costs (if applicable)
AML Compliance
$276 per person · $322 couple
Normal Will Upgrade
Additional fee if a Normal Will is required instead of a Simple Will
Corporate Trustee Company
$520 · Optional — formation of a trustee company
Property Transfers
Legal costs for transferring property into the trust (if applicable)
How It Works
Ross Holmes Virtual Lawyers Limited prepares your complete trust-based estate plan. DYOdocs technology makes the process simple.
Complete Online Questionnaire
DYOdocs' secure, guided questionnaire takes 45–90 minutes. Save your progress and return any time. Your answers feed directly to Ross Holmes Virtual Lawyers Limited.
Specialist Review
Ross Holmes Virtual Lawyers Limited reviews your responses, prepares your trust deed and all documents, and contacts you to discuss any questions.
Sign & Settle
Sign at Ross Holmes Lawyers Limited's offices or via Zoom. Wills are witnessed, EPAs are certified, and your trust is settled — all in one appointment.
I Need a New Trust
Take our free 2-minute assessment to find out which trust structure suits your situation. Ross Holmes Virtual Lawyers Limited will then guide you through the entire process.
I Already Have a Trust
Whether your trust was prepared by Ross Holmes or another firm, Ross Holmes Virtual Lawyers Limited can review and update it to comply with the Trusts Act 2019 and ensure your estate plan is current.
Protect what matters most.
A trust-based estate plan gives your family asset protection, privacy, and certainty that a will alone cannot provide. Contact Ross Holmes Virtual Lawyers Limited to get started.