Trust services
Bloodline family trust.
A bloodline trust restricts the beneficiary class to your descendants, deliberately excluding in-laws and former spouses. It is used where the priority is keeping family capital in the family across generations.
Lawyer prepared
Deeds drafted and settled by a lawyer, not a form generator.
Fast turnaround
Standard deeds prepared within one business day of instructions.
Fixed fee, quoted first
Fixed fee quoted first, with any duty payable set out up front.
Compliant documents
Trustee Act, Duties Act and ATO practice considered on every deed.
How a bloodline trust differs from a standard family trust.
The beneficiary class is defined by descent rather than by relationship to a named person, and the deed excludes spouses of beneficiaries from receiving capital, either entirely or except in defined circumstances. Appointor succession follows the bloodline as well.
We draft the deed, define the exclusions carefully so they cannot be undone by a later variation, and coordinate it with your will and testamentary trust planning so the two documents do not contradict each other.
A bloodline trust reduces exposure but does not make assets untouchable in a family law dispute. Courts can treat trust assets as a financial resource, and control is what they look at.
Why it pays to have this done properly.
Capital stays in the family line
Excluding spouses and former spouses from the capital class limits the risk of family wealth leaving on a relationship breakdown.
Multi-generational succession
Control passes down the bloodline through drafted appointor succession rather than by chance.
Coordinated with your will
The trust and the estate plan are drafted together so gifts, control and exclusions align.
Is this you?.
- You want inherited wealth to stay with your children and grandchildren
- A child's relationship is a concern for the family assets
- You are planning a multi-generational structure
- Your estate plan includes testamentary trusts
If any of these sound familiar, a short conversation will tell you whether this is the right document, and what it costs, before you commit.
How it works.
- 01
Tell us what you need
Start online or call us. We take short instructions, names, roles, structure and timing, and confirm this is the right document for what you are actually trying to achieve.
- 02
We check the detail
We confirm eligibility, consents, existing documents and any tax or duty consequence before drafting, so nothing is discovered after lodgement.
- 03
We prepare and lodge
We draft the bloodline trust deed and establishment pack, send it for signing with clear instructions on who signs what and when, and attend to any ASIC, State Revenue Office or ATO lodgement.
- 04
You get a complete file
You receive executed documents, registers and confirmations in a single organised pack, plus a short note on what to keep and what happens next.
Fees.
Fixed fee for the deed and establishment documents. Where the trust forms part of a broader estate plan, we quote the will, powers of attorney and trust together.
FAQs
Frequently asked questions.
Still unsure? Call us on (03) 9008 7224 and speak to a lawyer, not a call centre.
Can a spouse ever benefit?
Is a bloodline trust family-law proof?
Should this be created now or in my will?
Related services.
Discretionary (family) trust
The standard family trust deed for income splitting and asset protection.
Learn moreExclude beneficiaries: discretionary trust
A deed of exclusion to remove people or classes from the beneficiary class.
Learn moreChange of trustee/appointor
Retire and appoint trustees or appointors without triggering a resettlement.
Learn moreReady to get started with bloodline family trust?.
Start online or book a consultation with a CMK Legal commercial lawyer in Richmond, Melbourne.