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All Inclusive Trust Deed

All Inclusive Trust Deed Template for New Zealand

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Key Requirements PROMPT example:

All Inclusive Trust Deed

"I need an All Inclusive Trust Deed for a family trust to be established by March 2025, primarily for holding residential property assets and investments, with specific provisions for education funding for my three minor children and flexibility to add future grandchildren as beneficiaries."

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Document background
The All Inclusive Trust Deed is a fundamental document used in New Zealand trust law to establish and govern trust arrangements. It is particularly relevant when setting up family trusts, investment trusts, or business trusts that require comprehensive governance structures. This document type became especially important following the implementation of the Trusts Act 2019, which modernized trust law in New Zealand and introduced new compliance requirements. The deed covers all essential aspects of trust administration, including trustee appointments, beneficiary rights, asset management, and succession planning. It's designed to be future-proof, incorporating flexibility for changing circumstances while maintaining compliance with New Zealand legal requirements.
Suggested Sections

1. Parties: Identifies the settlor(s) and initial trustee(s) of the trust

2. Background: Sets out the context and intention to establish the trust

3. Definitions and Interpretation: Defines key terms used throughout the deed and interpretation rules

4. Declaration of Trust: Formally establishes the trust and states the initial trust property

5. Trust Name: Specifies the name by which the trust will be known

6. Trust Period: Defines the duration of the trust within perpetuity period limits

7. Beneficiaries: Identifies and defines the classes of beneficiaries

8. Trustee Powers: Comprehensive list of powers granted to trustees

9. Trustee Duties: Mandatory and default duties under the Trusts Act 2019

10. Trust Administration: Rules for trust management, meetings, and decision-making

11. Income and Capital: Rules for dealing with trust income and capital

12. Appointment and Removal of Trustees: Procedures for changing trustees

13. Variation and Revocation: Powers and procedures for varying or revoking the trust

14. Governing Law: Confirms New Zealand law governs the trust

Optional Sections

1. Appointor Provisions: Required if the settlor wishes to appoint an appointor with powers to change trustees

2. Advisory Trustee Provisions: Include when advisory trustees are to be appointed

3. Custodian Trustee Provisions: Include when custodian trustees are to be appointed

4. Business Operation Provisions: Required if the trust will operate a business

5. Investment Manager Provisions: Include if professional investment managers will be appointed

6. Resettlement Powers: Include if power to resettle trust assets is required

7. Protector Provisions: Include if a trust protector role is desired

8. Minor Beneficiary Provisions: Detailed provisions for managing benefits for minors

Suggested Schedules

1. Schedule 1 - Initial Trust Property: Details of assets initially settled on the trust

2. Schedule 2 - Named Beneficiaries: List of specifically named beneficiaries

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

4. Schedule 4 - Trustee Remuneration: Details of any agreed trustee remuneration arrangements

5. Schedule 5 - Administrative Provisions: Detailed administrative procedures and requirements

6. Schedule 6 - Meeting Procedures: Procedures for trustee meetings and decision-making

7. Appendix A - Execution Requirements: Requirements for proper execution of trust documents

8. Appendix B - Certification: Required certifications and declarations

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
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Relevant Industries

Legal Services

Financial Services

Real Estate

Wealth Management

Professional Services

Family Business

Agriculture

Property Investment

Private Banking

Estate Planning

Relevant Teams

Legal

Wealth Management

Trust Administration

Private Banking

Compliance

Tax Advisory

Estate Planning

Property Management

Corporate Services

Client Relations

Relevant Roles

Trust Lawyer

Estate Planning Attorney

Private Wealth Manager

Financial Advisor

Trust Administrator

Accountant

Tax Consultant

Property Manager

Company Director

Family Office Manager

Compliance Officer

Legal Counsel

Trust Manager

Relationship Manager

Investment Advisor

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