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6. Inter-vivos Trust

13 December 2023

You can set up an Inter-vivos Trust during your lifetime to manage assets or investments and support beneficiaries, such as family members. Trust beneficiaries might include a family member with a disability, young children you would like to provide for, or your favorite charity. You can tailor the rules of the trust according to your specific needs and wishes.

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State Trustees Limited operates on the lands of Traditional Custodians. We acknowledge their history, culture and Elders past, present and emerging. State Trustees is committed to cultivating inclusive environments for staff and clients. We celebrate and value people of all backgrounds, genders, sexualities, cultures and abilities.

Original artwork ‘Four Sisters Coming Together’ by Melissa Bell 2023