If you are paid to advise on creating a trust or to prepare the terms of a trust, and you suggest changing or removing one or more default duties, you must tell the person creating the trust about the changes. You need to make sure the person creating the trust understands what the changes mean and how they will affect the trust before it is created. If you do not do this, the changes to the trust are still valid, but you must take reasonable steps to inform the person creating the trust.

If you suggest changes to the trust, you must explain them to the person creating the trust, so they know what they mean. The person creating the trust is called the initial settlor, which means they are the person who first creates the trust or causes it to be created. You must make sure the initial settlor is aware of the changes you suggest, and what they mean for the trust.

You have to inform the initial settlor about the changes to the default duties in the trust, and you have to do this before the trust is created. This is an important step to make sure the initial settlor knows what they are agreeing to when they create the trust. The default duties are part of the trust, and changing or removing them can affect how the trust works.