Opening Minutes of Trust

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About this document

Part of establishing a trust involves making some initial decisions- such as deciding upon a lawyer or accountant to assist with trust activities, agreeing that the settlor’s may live in the trust’s property, and setting up a bank account. These decisions need to be recorded in a set of opening minutes.

What you need to know

To create your opening minutes, you should know what decisions have been made by the trustees as well as know the personal details of the trustees.

Interview time

The interview should then take you less than 7 minutes.

Length of documemt

Approximately 1 page long.

Type of document


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