Keep your family trust's records, without a lawyer on retainer
TrustKeep helps lay trustees of New Zealand family trusts keep the records the Trusts Act 2019 requires: the s45 document checklist, a trustee decision log, and a beneficiary disclosure tracker — organized in one place instead of scattered across email threads and paper folders.
Document checklist
Track which of the Act's seven core record categories your trust has on file, and which are still missing.
Decision log
Record trustee decisions properly instead of leaving them in an email thread or nowhere at all.
Disclosure tracker
Keep track of the periodic beneficiary disclosure reviews the Act calls for, and your reasoning each time.
What TrustKeep isn't: it doesn't give legal advice, draft or amend trust
deeds, or do trust accounting or tax. It only helps you keep the records the Act already
requires — for anything else, talk to a lawyer or accountant. See the
Trusts Act 2019
for the official text.