Setting up a discretionary trust for your clients has never been easier and faster.
As a trusted partner in the financial landscape, we understand the complexities that accounting firms face in navigating trust formations. That’s why we’ve tailored our service to seamlessly integrate into your workflow, ensuring a smooth and efficient process for setting up Discretionary Trusts for your clients.
Why Use Swift Docs for Discretionary Trusts?
- Effortless Application Process:
- Join the ranks of our satisfied customers. Our user-friendly application process takes just 5-10 minutes, with instant delivery of documents to your inbox.
- Tailored to Your Needs:
- Our service caters to both individual and corporate trustees, ensuring flexibility and ease of use.
- No Paperwork Hassles:
- We are 100% digital. Our online form only requires important details such as the Trust Name, Settlor, Trustee (Company or Individual), Appointor, and Beneficiary details.
- Expert-Backed Documentation:
- Our Trust Deed is provided by a reputable law firm, ensuring legal compliance and reliability.
- Your First Trust Set Up is On Us!
- That’s correct. Your first trust setup is completely free. No catch whatsoever – we promise!
Watch Our Demo
This is how quickly and easily you can set up a trust with Swift Docs.
How to Get Started
- Click the “Set Up A Trust” button to initiate the process
- Follow our user-friendly online prompts and submit the application
- Receive expert-crafted trust deed tailored to your client’s information in your mailbox or our dashboard
- Depend on which state your client is in, you may need to get your trust deed stamped by the SRO. You can find more information here.