Discretionary Trust Client Questionnaire: A Practical Step in Estate Planning

At Peter O’Connor & Son Solicitors, we know that deciding to set up a discretionary trust is a big step—one often taken with care, love and long-term planning in mind. Whether your goal is to protect assets, provide for a loved one with additional needs or organise your estate in a tax-efficient way, a discretionary trust can offer both structure and security.

To support you in this process, we’ve developed a Discretionary Trust Client Questionnaire—a user-friendly form designed to help you outline your goals, beneficiaries, assets and wishes before meeting with us. By filling out the questionnaire in advance, you allow us to better understand your needs and offer clear, focused legal advice tailored to your situation.

This is particularly useful for:

• Families with vulnerable or dependent relatives
• Long-term estate or tax planning
• Protecting assets from being misused or mismanaged
• Planning charitable donations

How We Can Help

At Peter O’Connor & Son Solicitors, we bring decades of experience in estate planning and trust law. Once we receive your completed questionnaire, we will:

• Review your objectives and provide tailored legal advice
• Draft and formalise your discretionary trust deed
• Collaborate with your tax or financial advisors where relevant
• Ensure your trust is legally valid, tax-efficient and aligned with your long-term goals

Fill Out the Questionnaire Today

If you’re thinking about setting up a discretionary trust, the first step is simple: Fill out the Discretionary Trust Client Questionnaire form now.

Once we receive it, we’ll arrange a consultation to discuss your wishes in detail and guide you through every step of the trust setup process.

Contact us or call our office to request the form if you haven’t received a copy yet.

We’re here to help you protect what matters most—with clarity, care and experience.