Create a bespoke document in minutes, 聽or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership聽of your information
Formal Trust Agreement
"I need a Formal Trust Agreement under Philippine law to establish a family trust for managing real estate assets and investment portfolios, with three adult beneficiaries and a professional trustee from ABC Bank, to be executed by March 2025."
1. Parties: Identifies the Settlor, Trustee(s), and Beneficiaries with their complete legal names and addresses
2. Background: Sets out the context and purpose for establishing the trust, including the Settlor's intentions
3. Definitions: Defines key terms used throughout the agreement for clarity and consistency
4. Declaration of Trust: Formal establishment of the trust and transfer of assets from Settlor to Trustee
5. Trust Property: Detailed description of the initial trust property and provisions for additional property
6. Powers and Duties of Trustees: Comprehensive list of trustees' powers and obligations under Philippine law
7. Rights and Interests of Beneficiaries: Specifies the nature and extent of beneficiaries' interests in the trust
8. Trust Administration: Procedures for managing the trust, including investment powers and distribution rules
9. Duration and Termination: Specifies trust duration and circumstances for termination
10. Governing Law and Jurisdiction: Confirms Philippine law governance and jurisdiction for disputes
11. Execution: Formal execution requirements and signature blocks
1. Successor Trustees: Used when providing for appointment and succession of trustees
2. Protector Provisions: Included when a trust protector is appointed to oversee trustee actions
3. Investment Guidelines: Detailed when specific investment restrictions or guidelines are needed
4. Tax Provisions: Added for trusts with specific tax planning objectives
5. Charitable Purposes: Required for charitable trusts or those with charitable elements
6. Foreign Element Provisions: Included when trust has international aspects or foreign beneficiaries
7. Variation Powers: Used when specific powers to modify trust terms are desired
8. Anti-Money Laundering Compliance: Required for trusts involving significant assets or financial institutions
1. Schedule A - Trust Property: Detailed inventory and description of initial trust assets
2. Schedule B - Beneficiary Details: Complete information about beneficiaries and their respective interests
3. Schedule C - Distribution Rules: Specific rules and formulas for trust distributions
4. Schedule D - Investment Guidelines: Detailed investment parameters and restrictions
5. Schedule E - Trustee Compensation: Fee structure and payment terms for trustees
6. Appendix 1 - Required Documents: List of documents required for trust administration
7. Appendix 2 - Compliance Requirements: Summary of regulatory compliance obligations
8. Appendix 3 - Administrative Procedures: Detailed procedures for trust administration and record-keeping
Authors
Banking and Financial Services
Wealth Management
Estate Planning
Private Banking
Family Office Services
Corporate Services
Legal Services
Real Estate
Investment Management
Charitable Organizations
Education (for educational trusts)
Healthcare (for medical trusts)
Legal
Compliance
Wealth Management
Trust Services
Private Banking
Risk Management
Tax Advisory
Investment Management
Client Relations
Operations
Document Management
Regulatory Affairs
Trust Officer
Private Banker
Wealth Manager
Estate Planning Attorney
Corporate Lawyer
Compliance Officer
Financial Advisor
Trust Administrator
Risk Manager
Investment Manager
Tax Consultant
Trust Operations Manager
Relationship Manager
Legal Counsel
Trust Services Director
Find the exact document you need
Legal Trust Agreement
A Philippine law-governed agreement establishing a trust relationship, detailing asset transfer, management obligations, and beneficiary rights.
Life Insurance Trust Agreement
A Philippine-law governed agreement establishing a trust to hold and manage life insurance policies, defining trustee duties and beneficiary distributions under local insurance and trust regulations.
Trust Agreement For Shares
A Philippine law-governed agreement establishing a trust arrangement for corporate shares, defining the relationship between settlor, trustee, and beneficiaries.
Declaration Of Trust Property
A Philippine legal document establishing a trust arrangement where property is transferred to trustees for management on behalf of beneficiaries, governed by Philippine law.
Nominee Declaration Of Trust
A Philippine law-governed declaration establishing a trust relationship where a nominee holds legal title to assets on behalf of a beneficial owner.
Addendum To Trust Deed
A Philippine law-governed document that modifies an existing trust deed by amending specific provisions while maintaining the original trust structure.
Real Property Trust Agreement
A Philippine law-governed agreement establishing a trust over real property, defining the relationship between settlor, trustee, and beneficiaries.
Personal Property Trust Agreement
A Philippine law-governed agreement establishing a trust relationship for personal property management, defining trustee duties and beneficiary rights.
Joint Trust Agreement
A Philippine law-governed agreement establishing a joint trust arrangement between multiple trustors, trustees, and beneficiaries, regulated by BSP and Civil Code provisions.
Trust Merger Agreement
A Philippine law-governed agreement documenting the merger of two trust entities, including transfer of assets and regulatory compliance requirements.
Deed Of Ratification Trust Deed
A Philippine legal document that formally ratifies and confirms an existing trust deed, ensuring its continued validity under Philippine law while potentially incorporating necessary updates.
Trust Management Agreement
A Philippine-law governed agreement establishing a trust relationship between a trust company and client, detailing asset management terms under BSP regulations.
Constructive Trust Agreement
A Philippine law-governed agreement establishing a constructive trust relationship between a trustee and beneficiary, defining property rights and obligations under Articles 1440-1456 of the Civil Code.
Simple Trust Agreement
A Philippine law-governed agreement establishing a trust relationship between settlor, trustee, and beneficiaries for asset management and distribution.
Revocable Declaration Of Trust
A Philippine law-governed trust document establishing a revocable trust relationship between settlor, trustee, and beneficiaries, detailing asset management and distribution terms.
Indemnity Deed Of Trust
A Philippine law-governed trust instrument that combines trust arrangements with indemnification provisions, establishing asset protection and beneficiary rights under trustee management.
Formal Trust Agreement
A legally binding agreement under Philippine law that establishes a trust relationship, detailing the transfer and management of assets from settlor to trustee for beneficiaries' benefit.
Beneficial Trust Agreement
A Philippine law-governed agreement establishing a trust relationship between settlor, trustee, and beneficiaries for asset management and distribution.
Construction Deed Of Trust
A Philippine law-governed trust instrument that establishes a three-party arrangement for managing construction projects and protecting stakeholder interests.
Contractual Trust Agreement
A Philippine law-governed agreement establishing a trust relationship between settlor, trustee, and beneficiaries for asset management and wealth preservation.
Vehicle Trust Agreement
A Philippine law-governed agreement establishing a trust arrangement for vehicle management and operation, defining trustee powers and beneficiary rights.
Irrevocable Trust Agreement
A Philippine law-governed agreement establishing an irrevocable trust relationship between settlor, trustee, and beneficiaries for permanent asset transfer and management.
Living Trust Agreement
A Philippine law-governed agreement establishing a living trust for asset management and distribution, defining trustee duties and beneficiary rights.
Revocable Trust Agreement
A Philippine law-governed agreement establishing a modifiable trust relationship for asset management and distribution, with retained rights of revocation by the settlor.
Land Trust Agreement
A Philippine law-governed agreement establishing a trust relationship for land property management, defining trustee duties and beneficiary rights.
Family Trust Agreement
A Philippine law-governed agreement establishing a family trust arrangement for asset management and wealth transfer between generations.
Trust Fund Agreement
A Philippine law-governed agreement establishing a trust relationship between settlor, trustee, and beneficiaries for the management of specified assets.
Assignment Deed Of Trust
A Philippine law-governed document that formally transfers trustee responsibilities and trust assets from an existing trustee to a new trustee.
Download our whitepaper on the future of AI in Legal
骋别苍颈别鈥檚 Security Promise
Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; 骋别苍颈别鈥檚 AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a 拢1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.