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EstateGlobal / Jersey Trust

🇯🇪 Jersey · Trust planning

Your wishes, considered across generations.

Explore a Jersey trust with a practical focus on trustee duties, beneficiary interests, and the powers your family may want to retain.

Understand the key decisions
Your purposebefore the paperworkYour checklistbefore the consultation
Jersey TrustTrustee duties & reserved powersPart of EstateGlobalIndependent information

The starting point

Understand the decisions.
Then consider the documents.

Use this guide to prepare for a qualified adviser’s review of a Jersey trust.

The Trusts (Jersey) Law 1984 addresses creation, trustees’ duties, reserved powers, beneficiaries, and variation. Counsel should assess how those provisions apply to your own arrangements.

Official reference: Jersey Legal Information Board — Trusts Law ↗
01

Reserved powers

Discuss which powers, if any, should be retained and how they affect control, administration, and tax treatment elsewhere.

02

Beneficiary interests

Map the people or purposes the trust would serve, information expectations, and potential conflicts.

03

Review and change

Ask how trustee replacement, variation, and other changes can be handled within the applicable legal framework.

For your first conversation

Three questions
worth asking.

Bring your priorities into the room. Ask for clear answers, a written scope, and the full picture of ongoing responsibilities.

  1. Which powers should be retained or delegated?
  2. How will the trustee balance beneficiary interests?
  3. What changes could be made later, and by whom?

From intention to a considered decision

Three steps.
A more useful conversation.

Begin with a free planning brief. Decide what help you need once the questions are clear.

01

Clarify what matters

Choose your main priority and explore a jurisdiction, or keep your options open.

02

Prepare your brief

Organise your intentions, decision-makers, existing documents, and cross-border questions.

03

Scope the right advice

Ask the team about next steps. Any paid advice, formation, or administration needs an agreed scope and fee before work begins.

Planning responsibly. Do not transfer assets or sign formation documents based on this guide. Disclose existing obligations and obtain coordinated legal and tax advice in the relevant jurisdictions. Privacy does not mean secrecy from lawful reporting.

Useful answers

Before you
take the next step.

Can I retain powers under a Jersey trust?

The law addresses reserved powers, but the consequences depend on the powers chosen and other applicable laws. Ask counsel and tax advisers to assess the entire arrangement.

Is a letter of wishes the same as the trust deed?

They serve different purposes. Ask your lawyer to explain which provisions are binding, which express wishes, and how the documents should work together.

Will this tell me which structure to set up?

It gives you a starting brief and questions to discuss—not a recommendation or a legal or tax conclusion. The right answer may be a trust, a foundation, changes to your existing estate plan, or no new structure at all.

What does it cost?

The website guides and personal checklist are free. Professional advice, formation, administration, and third-party fees are separate. Ask for an itemised written scope; this site does not offer checkout or publish a fixed formation price.

Do I have to provide financial information?

No. The checklist asks only for a planning priority and an optional jurisdiction. Keep names, account details, asset values, and sensitive documents out of this website and your initial enquiry.

Can I keep my progress?

Yes. Choose “Save on this device” after your preview. It uses this browser’s local storage, not a cloud account. You can also print or save the checklist as a PDF. Different domains have separate browser storage.

The EstateGlobal network

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