Revocable Deed Of Trust

Revocable Deed Of Trust Template for Philippines

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Key Requirements PROMPT example:

"I need a Revocable Deed of Trust to manage my family's business assets in Manila, including three commercial properties and a manufacturing company, with my two adult children as beneficiaries and my younger brother as trustee, to be effective from March 2025."

Document background

The Revocable Deed of Trust is a crucial estate planning tool in the Philippines, designed to facilitate efficient asset management and transfer while providing flexibility and control to the trust creator. This document is commonly used when individuals wish to establish a structured arrangement for managing their assets during their lifetime and ensuring smooth distribution after their death, while retaining the ability to modify or revoke the arrangement. The deed must comply with Philippine trust laws, particularly the Civil Code of the Philippines (Republic Act No. 386) and related regulations. It typically includes detailed provisions about trust property, trustee powers, beneficiary rights, distribution terms, and administrative procedures. This type of trust is particularly valuable for high-net-worth individuals, family estate planning, and business succession planning, offering advantages in terms of privacy, flexibility, and potential tax efficiency compared to traditional wills.

Suggested Sections

1. Parties: Identifies and defines the Settlor (trust creator), Trustee(s), and Beneficiaries with their complete details

2. Background: Explains the context and purpose for creating the trust

3. Definitions: Defines key terms used throughout the deed

4. Declaration of Trust: Formal establishment of the trust and transfer of assets to the trustee

5. Trust Property: Detailed description of all assets being placed in trust

6. Powers of the Trustee: Comprehensive list of powers granted to the trustee in managing the trust

7. Duties of the Trustee: Specific responsibilities and obligations of the trustee

8. Rights of the Settlor: Powers retained by the settlor, including the right to revoke or modify the trust

9. Distribution Provisions: Terms governing how and when trust assets are to be distributed to beneficiaries

10. Trust Administration: Procedures for managing the trust, including accounting and reporting requirements

11. Revocation and Amendment: Process and conditions for modifying or terminating the trust

12. Governing Law and Jurisdiction: Specifies that Philippine law governs the trust and establishes jurisdiction

13. Execution: Signature blocks and notarization requirements

Optional Sections

1. Co-Trustee Provisions: Required when multiple trustees are appointed, defining their roles and decision-making process

2. Successor Trustee Provisions: Details the process of appointing successor trustees and circumstances triggering succession

3. Investment Guidelines: Specific instructions for investment of trust assets, used when the trust includes substantial financial assets

4. Special Needs Provisions: Required when beneficiaries have special needs or requirements

5. Spendthrift Provisions: Protects beneficiaries' interests from creditors

6. Tax Planning Provisions: Specific provisions to optimize tax efficiency

7. Business Interest Management: Required when trust property includes business interests

8. Foreign Asset Provisions: Required when trust includes assets located outside the Philippines

Suggested Schedules

1. Schedule A - Trust Property: Detailed inventory of all assets initially placed in the trust

2. Schedule B - Beneficiary Distribution Schedule: Specific instructions for distribution of trust assets to different beneficiaries

3. Schedule C - Reserved Powers: Detailed list of powers reserved by the settlor

4. Schedule D - Investment Guidelines: Specific investment parameters and restrictions

5. Appendix 1 - Trustee Compensation: Details of trustee fees and payment schedule

6. Appendix 2 - Administrative Procedures: Detailed procedures for trust administration and reporting

7. Appendix 3 - Forms: Standard forms for trust administration, including distribution requests and accountings

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 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

Banking and Financial Services

Wealth Management

Real Estate

Legal Services

Family Office Services

Investment Management

Estate Planning

Private Banking

Trust Services

Property Management

Relevant Teams

Legal

Wealth Management

Trust Administration

Estate Planning

Compliance

Risk Management

Investment Management

Private Banking

Tax Advisory

Fiduciary Services

Relevant Roles

Trust Officer

Estate Planning Attorney

Wealth Manager

Financial Advisor

Private Banker

Trust Administrator

Legal Counsel

Property Manager

Investment Manager

Compliance Officer

Tax Advisor

Risk Management Officer

Family Office Manager

Succession Planning Specialist

Fiduciary Services Manager

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Authors

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