Trust Declaration Form

Trust Declaration Form Template for Hong Kong

Create a bespoke document in minutes, or upload and review your own.

4.6 / 5

4.8 / 5

Let's create your Trust Declaration Form

1. Select your governing law and document type:

2. Enter your key requirements:

3. Create your document to edit, review or download

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

"I need a Trust Declaration Form to establish a family trust under Hong Kong law, with three adult beneficiaries and specific provisions for educational expenses, to be effective from March 1, 2025, with myself as settlor and HSBC Trustee as the professional trustee."

Document background

The Trust Declaration Form is a crucial legal document used in Hong Kong to formally establish and document trust arrangements. It is essential for individuals and organizations seeking to create trust structures for various purposes, including estate planning, asset protection, or charitable endeavors. The document must adhere to Hong Kong's trust laws and regulations, particularly the Trustee Ordinance (Cap. 29) and related legislation. It contains comprehensive details about the trust's structure, including the settlement of assets, appointment of trustees, identification of beneficiaries, and specific powers and responsibilities of all parties involved. This form is particularly important as it serves as the primary evidence of the trust's existence and its terms, and will be referenced throughout the trust's lifetime for administration and dispute resolution purposes.

Suggested Sections

1. Parties: Identification of the Settlor, Initial Trustee(s), and initial beneficiaries

2. Background: Context of trust creation and settlor's intention to create the trust

3. Definitions: Definitions of key terms used throughout the declaration

4. Declaration of Trust: Formal declaration establishing the trust and confirming the transfer of assets

5. Trust Name and Governing Law: Official name of the trust and confirmation of Hong Kong law as governing law

6. Trust Powers and Purposes: Permitted activities and fundamental purposes of the trust

7. Beneficiary Rights: Rights, interests, and entitlements of beneficiaries

8. Trustee Powers and Duties: Powers, responsibilities, and obligations of trustees

9. Trust Administration: Administrative provisions including meetings, records, and decision-making processes

10. Duration of Trust: Term of the trust and circumstances for termination

11. Distribution Provisions: Rules and procedures for distributing trust assets and income

12. Amendment Provisions: Procedures for amending trust terms

13. Execution and Date: Formal execution clause and effective date of the trust

Optional Sections

1. Protector Provisions: Include when a trust protector is appointed to provide additional oversight

2. Investment Powers: Detailed investment guidelines and restrictions when specific investment parameters are required

3. Successor Trustee Provisions: Include when specific succession planning for trustees is needed

4. Conflict Resolution: Specific dispute resolution procedures when standard court jurisdiction is not preferred

5. Foreign Element Provisions: Include when trust has international aspects or foreign beneficiaries

6. Tax Provisions: Specific tax-related clauses when tax efficiency is a key consideration

7. Minor Beneficiary Provisions: Include when there are beneficiaries under the age of 18

8. Charitable Purposes: Include when trust has charitable elements or purposes

Suggested Schedules

1. Schedule 1 - Initial Trust Property: Detailed inventory of assets initially settled into the trust

2. Schedule 2 - Beneficiaries: Complete list of beneficiaries and their respective interests

3. Schedule 3 - Trustee Powers: Comprehensive list of specific powers granted to trustees

4. Schedule 4 - Administrative Provisions: Detailed administrative procedures and requirements

5. Schedule 5 - Investment Guidelines: Specific investment policies and restrictions

6. Appendix A - Deed of Retirement and Appointment of Trustees: Template for future trustee changes

7. Appendix B - Minutes of First Trustees' Meeting: Record of initial trustee meeting and decisions

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok��˰� | 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

Wealth Management

Private Banking

Legal Services

Estate Planning

Family Office Services

Corporate Services

Charitable Organizations

Real Estate

Investment Management

Relevant Teams

Legal

Compliance

Wealth Management

Trust Administration

Estate Planning

Private Banking

Risk Management

Corporate Services

Financial Advisory

Client Relations

Relevant Roles

Trust Officer

Wealth Manager

Private Banker

Legal Counsel

Estate Planning Attorney

Trust Administrator

Compliance Officer

Financial Advisor

Tax Consultant

Family Office Manager

Corporate Trustee

Trust Accountant

Risk Manager

Portfolio Manager

Relationship Manager

Find the exact document you need

Senior Management Performance Review

A Hong Kong-compliant performance review template for evaluating senior management achievements, capabilities, and development areas.

tiktok���˰�

How a Sales & Marketing Lead uses tiktok���˰� to reduce contract drafting time by 95%

Let's create your Trust Declaration Form

Authors

Alex Denne

Find the exact document you need

Senior Management Performance Review

Promissory Note For Late Rental Payment

Corporate PPA Renewable (Energy)

Commercial Pro Forma Invoice

Promissory Note For Payment

Short Form Of Contract

Demand Of Delivery Letter

Loan Agreement And Mortgage

Negotiable Instrument Promissory Note

Promissory Note Guaranty

Subordinated Loan Agreement

Interest Loan Agreement

Discontinuing Service Letter

Promissory Note For Examination Payment

Simple Promissory Note Between Family Members

Simple Promissory Note For Personal Loan

Unsecured Loan Contract

Promissory Note With Notary

Promissory Note Letter For Delayed Payment

Promissory Note For Late Payment Of Tuition Fee

Promissory Deed

Line Of Credit Letter

Guarantee Of Lease Form

Green Power Purchase Agreement

Balloon Promissory Note

Unrestricted Letter Of Credit

Promissory Note With Personal Guarantee

Promissory Note With Collateral

Promissory Note Letter

Promissory Note For Property

Promissory Loan Agreement

Pay Settlement Agreement

Non Negotiable Letter Of Credit

International Non Disclosure Agreement

Full Payment Agreement Of Property

Amended And Restated Promissory Note

Promissory Note Conversion Agreement

30 Day Promissory Note

Promissory Note For Land Purchase

Rental Notice To Vacate

Hospital Authorization Form

Amended Promissory Note

Promissory Note Transfer Agreement

Notary Release Form

Purchase Order Request Form

Promissory Note Secured By Deed Of Trust

Promissory Note Purchase Agreement

Personal Loan Contract With Collateral

Short Notice Letter

Shareholder Operating Agreement

Registered Agreement For Sale

Promissory Note Demand Letter

Project Transfer Agreement

Promissory Note With Interest

Joint Agreement Contract

Non Interest Bearing Loan Agreement

Bond Offering Memorandum

Trust Declaration Form

Promissory Note Loan Agreement

Pledge And Security Agreement

Revolving Line Of Credit Agreement

Letter Of Permission To Travel With Grandchildren

Equity Pledge Agreement

Property Loan Agreement

Promissory Contract

Unsecured Loan Note

Secure Sdlc Policy

Promissory Note For Personal Loan

Shareholder Loan Note

Non Recourse Loan Agreement

Secured Loan Agreement

Installment Payment Agreement

Negative Pledge Agreement

Promissory Agreement

tiktok��˰�

How a Sales & Marketing Lead uses tiktok��˰� to reduce contract drafting time by 95%

�ұ�Ծ��’s Security Promise