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1. Investment Guidelines: Specific investment policies and restrictions - include when trust involves significant investment activities

2. Successor Trustee Provisions: Procedures for appointing replacement trustees - include when long-term trust arrangement is contemplated

3. Tax Provisions: Specific tax handling and responsibilities - include when complex tax implications exist

4. Anti-Money Laundering Compliance: Specific AML procedures and requirements - include for high-value trusts or when required by regulations

5. Multiple Beneficiary Provisions: Rules for managing multiple beneficiary interests - include when there are multiple beneficiaries

6. Trust Protector Provisions: Appointment and powers of trust protector - include when additional oversight is desired

7. Modification Provisions: Procedures for amending trust terms - include when flexibility might be needed in long-term trusts

1. Schedule A - Trust Property Details: Comprehensive inventory and valuation of initial trust assets

2. Schedule B - Investment Policy Statement: Detailed investment guidelines and restrictions

3. Schedule C - Fee Schedule: Detailed breakdown of trustee fees and other charges

4. Schedule D - Beneficiary Distribution Schedule: Specific terms and timing of benefit distributions

5. Schedule E - Required Documentation: List of documents required for trust administration and compliance

6. Appendix 1 - KYC Documentation: Required identity and verification documents for all parties

7. Appendix 2 - Tax Certificates: Relevant tax documentation and certificates