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Revocable Trust Agreement

Revocable Trust Agreement Template for India

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Key Requirements PROMPT example:

Revocable Trust Agreement

"I need a Revocable Trust Agreement to manage my family's real estate holdings and software company shares, with provisions for my three adult children as beneficiaries and my eldest daughter as successor trustee, ensuring smooth business continuity while maintaining my control during my lifetime."

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Document background
The Revocable Trust Agreement is a crucial estate planning instrument used in India when individuals wish to create a flexible trust arrangement that can be modified or revoked during their lifetime. This document is particularly relevant for high-net-worth individuals, family businesses, and anyone seeking to establish a structured asset management and distribution system while retaining control. The agreement, governed by Indian trust laws including the Indian Trusts Act, 1882, typically includes provisions for asset transfer, trust administration, beneficiary distributions, and trustee powers. It's commonly used to avoid probate, maintain confidentiality, provide for family members, and ensure efficient asset management. The document must comply with Indian registration requirements, especially when dealing with immovable property, and should address relevant tax implications under Indian law.
Suggested Sections

1. Parties: Identifies the Settlor(s), Trustee(s), and Beneficiaries with their full legal names and addresses

2. Background: States the intention to create the trust and the general purpose of the trust arrangement

3. Definitions: Defines key terms used throughout the agreement including Trust Property, Trust Period, Income, Capital, etc.

4. Declaration of Trust: Formal creation of the trust and transfer of initial trust property

5. Trust Purpose and Duration: States the specific purposes of the trust and its intended duration

6. Powers of the Settlor: Details the rights retained by the settlor, including power to revoke or modify the trust

7. Trustee Powers and Duties: Comprehensive list of trustee's powers and responsibilities in managing trust assets

8. Distribution Provisions: Rules and guidelines for distribution of income and capital to beneficiaries

9. Trust Administration: Procedures for trust management, including meetings, record-keeping, and accounting

10. Successor Trustees: Process for appointment and succession of trustees

11. Amendment and Revocation: Procedures and limitations for modifying or revoking the trust

12. Governing Law and Jurisdiction: Specifies that Indian law governs the trust and defines jurisdiction for disputes

Optional Sections

1. Special Needs Provisions: Included when any beneficiary has special needs or requires specific care arrangements

2. Business Interest Management: Required when trust property includes business interests or commercial assets

3. Foreign Asset Provisions: Needed when trust includes assets located outside India

4. Charitable Giving Provisions: Included when the trust has charitable objectives alongside private beneficiary distributions

5. Digital Assets Management: Required when trust includes digital assets or online accounts

6. Minor Beneficiary Provisions: Included when there are beneficiaries under the age of majority

7. Spendthrift Provisions: Added to protect beneficiaries' interests from creditors or financial mismanagement

Suggested Schedules

1. Schedule A - Trust Property: Detailed inventory of initial trust assets and property

2. Schedule B - Beneficiary Details: Complete information about beneficiaries and their respective interests

3. Schedule C - Distribution Plan: Specific instructions for distribution of trust assets and income

4. Schedule D - Investment Guidelines: Investment policies and restrictions for trust assets

5. Appendix 1 - Administrative Procedures: Detailed procedures for trust administration and record-keeping

6. Appendix 2 - Fee Schedule: Schedule of trustee compensation and administrative expenses

7. Appendix 3 - Contact Information: Contact details for all relevant parties, advisors, and financial institutions

Authors

Alex Denne

Head of Growth (Open Source Law) @ ºÚÁÏÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions
































Clauses


























Relevant Industries

Financial Services

Legal Services

Wealth Management

Real Estate

Private Banking

Family Office Services

Estate Planning

Asset Management

Insurance

Professional Services

Relevant Teams

Legal

Wealth Management

Estate Planning

Private Banking

Trust Administration

Compliance

Risk Management

Asset Management

Tax Advisory

Family Office

Relevant Roles

Estate Planning Attorney

Trust Officer

Wealth Manager

Financial Advisor

Private Banker

Tax Consultant

Legal Counsel

Trust Administrator

Family Office Manager

Asset Manager

Property Manager

Compliance Officer

Risk Management Officer

Investment Advisor

Succession Planning Specialist

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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