--- title: Changes to Discretionary Trust Positions and Name description: This multi-purpose document can be used for one trustee resigning or removal of a beneficiary or wholesale restructuring of the Trust (without resettlement). It also includes the ability to change the --- [Skip to content](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360052477014-changes-to-discretionary-trust-positions-and-name#main-content) English Show submenu for translations [![Asset 46@4x](https://info.lightyeardocs.com.au/hs-fs/hubfs/Asset%2046@4x.png?width=273&height=50&name=Asset%2046@4x.png)](https://www.lightyeardocs.com.au/) Open main navigation Close main navigation - English Show submenu for translations Your Gateway to Growth and Achievement! - There are no suggestions because the search field is empty. 1. [Success Hub](https://info.lightyeardocs.com.au/supportcentre?hsLang=en) 2. [How to Videos](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en) 3. [Current Trusts Maintenance Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-trusts-maintenance-documents) # Changes to Discretionary Trust Positions and Name ### **About Product** This multi-purpose document can be used for one trustee resigning or removal of a beneficiary or wholesale restructuring of the Trust (without resettlement). It also includes the ability to change the Trust’s name. **► $229.00 (inc GST)** - OR provided under your unlimited membership ► The master document has been signed off by LY Legal and is congruent with Australian law. ### **General Information** If you are unsure about this document and would like more information, please seek legal advice from our legal team: [info@lylegal.com.au](mailto:info@lylegal.com.au). ### **Benefits** - Easy to use - Signed off by LY Legal Lawyers - Sophisticated automation - Can handle many changes at once - To be used in family restructures and also separations and divorce - Low cost ### **Frequently Asked Legal Questions** **Can my existing Discretionary Trust change its name and trust positions?** This can be completed quickly and easily.  The first step is to review the current trust deed of the Discretionary Trust and determine how any trust position may be changed.  This could simply be the Appointor, the Trustee or some other party to the deed  Alternatively, it could be a requirement of the current Trustee at a meeting to remove and appoint a new trustee, beneficiary or appointor. Review your deed now and if it is not apparent you might want to seek help from our legal team – [info@lylegal.com.au](mailto:info@lylegal.com.au) **Is a change in Trustee a resettlement?** Generally, a change in Trust or name will not result in a resettlement.  However, if you would like legal advice to that effect contact our legal team – [info@lylegal.com.au](mailto:info@lylegal.com.au) **What lawyers sign off on the LYD documents?** All LYD documents are prepared and signed off by LY Legal. **Stamping and Lodgment of Trusts**  The fees and stamping requirements for establishing a trust deed vary throughout Australia, and the duty payable also varies depending on the type of property that is held by the trust. Please contact support - [support@lyd.com.au](mailto:support@lyd.com.au) for more information on when stamping is required (in what jurisdictions) and the fees/duties payable. LightYear Group is able to provide this service to you. **Are the LYD documents reviewed regularly?** All LYD documents form part of the LYD internal review process. We review all documents at least annually or when required to do so due to changes in legislation. Further details of this process and a review schedule is include on this website. **How long does this document take to assemble?** Depending on the complexity of the data, this document should take approximately 5-10 secs to assemble. If you experience timing outside of this please contact Support via the Surge app, alternatively please read this article for troubleshooting tips [https://info.lightyeardocs.com.au/supportcentre/troubleshooting-longer-assembly-times-timeouts](https://info.lightyeardocs.com.au/supportcentre/troubleshooting-longer-assembly-times-timeouts?hsLang=en). **Is this document a legal document?** All master documents have been signed off by LY Legal lawyers. LY Legal advises that *“at no time, due to inbuilt legal protection and security measures can a user change or amend a document on the LYD platform that has been signed off by a practicing solicitor. To do so would result in the user drafting a document of a legal nature and engaging in the provision of legal services. In addition, it would be a breach of copyright. In our opinion when completing the form fields through the LYD platform, users and their employees are merely carrying out an administrative task which is not the provision of legal advice.”* However in some complex areas such as the insertion of a varied range of client instructions into a Will or other such documents the user must be mindful of the extent to which a document is being drafted by the user rather than merely the administrative task of completing a form where the relevant fields are inserted into the reviewed and signed  legal document provided by LY Legal. The above advice is born out of numerous cases dating back to Re Sanderson, Ex parte Law Institute of Victoria \[1927\] VLR 394, 397 where the Court held: *“if a person does a thing usually done by a solicitor, and does it in such a way as to lead to the reasonable inference that he is a solicitor – if he combines professing to be a solicitor with action usually taken by a solicitor – I think he then does act as a solicitor.”* Likewise in ACCC v Murray (2002) 121 FCR 428, 448 where Murray was building a franchise business that involved the legal writing and drafting of Wills from scratch based on the client’s personal circumstances.  The Court held that this process was legal work. **Is the document easy to read?** All LYD products are written in plain English and assessed for readability. 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