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resources documents

Legal Support Documents


A collection of legal information and templates generously supplied by Tony Banks. These documents will be of particular interest to families who have attended the Family Leadership, Family Governance or Crafting a Future workshops or anyone wanting to secure the future of their loved one with a disability.


Family Trust Resources

A Family Trust Kit

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Written by Tony Banks


Setting up a trust for your son or daughter with an intellectual disability can assist you and your son or daughter:


  • it can help with the day to day administration of their affairs
  • if you have some surplus capital it can be invested throught the trust but in a way that the capital remains as a family asset
  • on you death your assets can be left to the trust but once again on your son or daughter's death, the assets can go to other members of your family
  • if can be used as a vehicle to get your son or daughter into their own home

All of the above could enhance the quality of life for you son or daughter while at the same time continuing to receive existing funding from the Government.

The sample documents included comprise a 'kit' to assist you with this. Discuss them with the people who are supporting you and make changes if you want so that they work for you.

Download Document (pdf)

Statement of Wishes

An example of a statement of wishes. This document is in word format so it can be downloaded and edited to suit your needs.

Download Document (doc)

Trust Deed

An example of a trust deed. This document is in word format so it can be downloaded and used as a template.

Download Document (doc)

Bank Letter

An example of a letter to the bank for the purpose of informing them of the establishment of a trust. This document is in word format so it can be downloaded and used as a template.

Download Document (doc)

WINZ Letter

An example of a letter to WINZ for the purpose of informing them of the establishment of a trust. This document is in word format so it can be downloaded and used as a template.

Download Document (doc)


Trusts and Welfare Guardianship Presentation - Planning for when we are no longer here

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Presented by Tony Banks


A powerpoint presentation looking at setting up a Trusts, Property management and Guardianship.


Download Document (pdf)



Application for Appointment of a Welfare Guardian


Minsitry of Justice Affidavit Form

The pdf form from the Minsitry of Justice - Affidavit in support of application of appointment for appointment as welfare guardian. Under the Protection of Personal and Property Rights Act 1988.

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Affidavit in Support of Application

An example of an affidavit in support of application for appointment as a welfare guardian. This is a word document which can be downloaded and edited to suit your needs.

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Application to the Family Court

An example of and application to the Family Court for appointment as a welfare guardian. This is a word document which can be downloaded and edited to suit your needs.

Download Document (doc)


Consent to be Appointed

An example of a letter of consent to be appointed as a welfare guardian for the Family Court. This is a word document which can be downloaded and edited to suit your needs.

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Letter to the Family Court

An example of a covering letter to the Family Court to include with your application. This is a word document which can be downloaded and edited to suit your needs.

Download Document (doc)


Information Sheet

An example of an information sheet to accompany your application for welfare guardianship to the Family Court. This is a word document which can be downloaded and edited to suit your needs.

Download Document (doc)


Order of Appointment

An example of an order of appointment as welfare guardian from the Family Court. This is a word document which can be downloaded and edited to suit your needs.

Download Document (doc)


Medical Practitioner's Report

An example of a report from your medical practitioner in support of your application for welfare guardianship to the Family Court. This is a word document which can be downloaded and edited to suit your needs.

Download Document (doc)



Application for the Appointment of Property Managers

Affidavit for Application for Appointment as a Property Manager

Examples of an affidavit in support of application for appointment as a property manager. These are word documents which can be downloaded and edited to suit your needs.

Download Document - Jane Smith (doc)

Download Document - John Smith (doc)


Application to the Family Court

An example of and application to the Family Court for appointment as a property manager. This is a word document which can be downloaded and edited to suit your needs.

Download Document (doc)


Consent to be Appointed

Examples of a letter of consent to be appointed as a property manager for the Family Court. These are word documents which can be downloaded and edited to suit your needs.

Download Document - Jane Smith (doc)

Download Document - John Smith (doc)


Letter to the Family Court

An example of a covering letter to the Family Court to include with your application. This is a word document which can be downloaded and edited to suit your needs.

Download Document (doc)


Information Sheet

An example of an information sheet to accompany your application for property management to the Family Court. This is a word document which can be downloaded and edited to suit your needs.

Download Document (doc)


Order of Appointment

An example of an order of appointment as a property manager from the Family Court. This is a word document which can be downloaded and edited to suit your needs.

Download Document (doc)


Medical Practitioner's Report

An example of a report from your medical practitioner in support of your application for property management to the Family Court. This is a word document which can be downloaded and edited to suit your needs.

Download Document (doc)



Online Resources

Community Law A website with general information on welfare guardians.

Welfare Guardian Affidavit (pdf). This address gives you a copy of the affidavit to be filled in. It can be filled in online.

Legislation Search This government site allows you to search for legislation online. In particular the Protection of Personal and Property Rights Act can be found on this website here.

More Information

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This page is Copyleft 2006 Standards Plus. Some rights reserved. This work is licensed under a Creative Commons License.

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