tiktok³ÉÈË°æ

All Countries
Real Estate
Deed Of Bare Trust

Deed Of Bare Trust Template for New Zealand

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

4.6 / 5
4.8 / 5

Let's create your Deed Of Bare Trust

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

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:

Deed Of Bare Trust

"I need a Deed of Bare Trust for holding my Auckland investment property, with my sister as trustee and myself as beneficiary, to be executed by March 2025; the deed should include specific provisions for potential future property acquisitions."

Celebrated by
Collaborations with
Investors
Document background
The Deed of Bare Trust is a specialized legal instrument used in New Zealand when there's a need to separate legal and beneficial ownership of assets while maintaining the beneficiary's complete control. This document is particularly relevant in property transactions, investment structures, and family arrangements where a trustee holds legal title but has no discretionary powers. The deed must comply with New Zealand's Trusts Act 2019 and related legislation, establishing the trust relationship, defining the trust property, and specifying the limited role of the trustee. Common situations requiring a Deed of Bare Trust include property holdings for minors, nominee arrangements for investments, and temporary property holdings during complex transactions. The document includes crucial details about the parties involved, the trust property, and the specific terms of the trust arrangement.
Suggested Sections

1. Parties: Identifies the Settlor, Trustee(s), and Beneficiary(ies) with their full legal names and addresses

2. Background: Sets out the context of the trust creation, intention to create a bare trust, and basic purpose

3. Definitions: Defines key terms used throughout the deed including 'Trust Property', 'Trust', 'Trustee', 'Beneficiary'

4. Declaration of Trust: Formal declaration establishing the trust and confirming its bare trust nature

5. Trust Property: Identifies and describes the property being held in trust

6. Trustee Powers and Duties: Specifies the limited powers and duties of the trustee in a bare trust context

7. Rights of Beneficiary: Details the beneficiary's absolute right to direct the trustee regarding the trust property

8. Duration of Trust: Specifies the term of the trust and conditions for its termination

9. Execution: Formal execution clause and signing requirements

Optional Sections

1. Multiple Trustees Provisions: Include when there are multiple trustees to govern their relationship and decision-making

2. Trustee Remuneration: Include if trustees are to receive any form of payment or compensation

3. Trustee Retirement and Replacement: Include if specific provisions for trustee succession are required

4. Foreign Property Provisions: Include if trust property includes assets located outside New Zealand

5. Tax Provisions: Include specific tax-related clauses if needed for particular tax arrangements

6. Dispute Resolution: Include if specific dispute resolution procedures are desired

Suggested Schedules

1. Schedule 1 - Trust Property: Detailed description and/or inventory of all property held in trust

2. Schedule 2 - Party Details: Full legal names, addresses, and contact details of all parties

3. Schedule 3 - Execution Requirements: Specific requirements for valid execution including witness details

4. Appendix A - Relevant Certificates: Copies of any relevant property titles, share certificates, or other documentary evidence of trust property

5. Appendix B - Powers of Attorney: If applicable, any associated powers of attorney relevant to the trust arrangement

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
Relevant legal definitions




























Clauses
























Relevant Industries

Legal Services

Real Estate

Financial Services

Investment Management

Property Development

Wealth Management

Banking

Trust Services

Professional Services

Relevant Teams

Legal

Compliance

Property Management

Wealth Management

Trust Administration

Real Estate

Investment Management

Corporate Secretariat

Risk Management

Financial Advisory

Relevant Roles

Trust Lawyer

Property Lawyer

Legal Counsel

Trust Manager

Estate Planner

Wealth Manager

Property Manager

Investment Advisor

Compliance Officer

Trust Administrator

Real Estate Agent

Financial Advisor

Legal Director

Trust Officer

Company Secretary

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Deed Of Bare Trust

A New Zealand legal document establishing a bare trust arrangement where trustees hold assets solely as directed by beneficiaries, with minimal active duties.

find out more

Deed Of Amendment Trust

A New Zealand legal document used to modify an existing trust deed's terms, complying with the Trusts Act 2019 and requiring formal execution by relevant parties.

find out more

Registered Trust Deed

A New Zealand law-governed deed that establishes and registers a formal trust structure, defining trustee powers, beneficiary rights, and trust administration procedures.

find out more

Definitive Trust Deed

A New Zealand law-governed deed establishing a trust and defining its terms, beneficiaries, and trustee obligations under the Trusts Act 2019.

find out more

Deed Of Amendment And Restatement

A New Zealand law-governed deed that amends and restates an existing agreement, combining all changes into a single updated document while preserving the original agreement's history.

find out more

Trust Deed And Mortgage

A New Zealand law-governed document that establishes a trust structure and secures a mortgage against trust property, combining trust administration and security arrangements.

find out more

Bare Trust Deed

A New Zealand legal document establishing a bare trust arrangement where trustees hold property with minimal duties under the Trusts Act 2019.

find out more

Deed Of Appointment Trust

A New Zealand legal document that formally appoints new trustees to an existing trust and defines their roles and responsibilities under NZ law.

find out more

Property Trust Deed

A New Zealand legal document establishing a trust for holding and managing real estate assets, governed by the Trusts Act 2019.

find out more

Deed Of Vesting Of Trust

A New Zealand legal document that formally transfers trust property from trustees to new trustees or beneficiaries, governed by the Trusts Act 2019.

find out more

Deed Of Reconveyance

A New Zealand legal document that transfers property back to its original owner after mortgage satisfaction, releasing the lender's security interest.

find out more

Trust Deed Variation To Exclude Foreign Beneficiaries

A New Zealand trust deed variation document that modifies an existing trust to exclude foreign beneficiaries, ensuring compliance with local trust and overseas investment laws.

find out more

Deed Of Variation Trust Deed

A New Zealand legal document that modifies the terms of an existing trust deed, operating under NZ trust law and the Trusts Act 2019.

find out more

Land Trust Deed

A New Zealand legal document establishing a trust for holding and managing land assets, governed by NZ trust law and property legislation.

find out more

Deed Of Termination Of Trust

A legal document under New Zealand law that formally terminates a trust arrangement and establishes the framework for distributing trust assets to beneficiaries.

find out more

Supplemental Deed

A New Zealand law-governed formal document that modifies or supplements an existing deed arrangement while maintaining its legal formality and enforceability.

find out more

Community Trust Deed

A New Zealand legal document establishing a trust for community benefit purposes, setting out its governance, objectives, and operational framework under NZ trust law.

find out more

Business Trust Deed

A New Zealand legal document establishing a business trust structure, defining its governance, operational framework, and compliance requirements under NZ law.

find out more

Replacement Trust Deed

A New Zealand law-governed deed that replaces an existing trust deed while maintaining the trust's core elements and updating its provisions to current legal standards.

find out more

Life Insurance Trust Deed

A New Zealand-governed deed establishing a trust to hold and manage life insurance policies, specifying trustee powers and beneficiary rights under NZ law.

find out more

Deed Of Gift To Trust

A New Zealand legal document that formalizes the transfer of assets from a donor to a trust, governed by NZ trust law including the Trusts Act 2019.

find out more

Declaration Of Trust Joint Tenancy

A New Zealand legal document establishing trust arrangements for property held in joint tenancy, defining rights and obligations of joint tenants under NZ property law.

find out more

Promissory Note Secured By Deed Of Trust

A New Zealand law-governed document combining a promise to pay with security held in trust, establishing both debt obligations and asset-based security arrangements.

find out more

Irrevocable Inter Vivos Deed Of Gift

A New Zealand legal document that permanently transfers property or assets from a Donor to a Donee during the Donor's lifetime, creating an irrevocable gift under NZ law.

find out more

Living Trust Deed

A New Zealand-governed legal document establishing a living trust structure for asset management and distribution under the Trusts Act 2019.

find out more

Flexible Trust Deed

A New Zealand law-governed trust deed establishing a flexible trust structure with broad discretionary powers for efficient asset management and distribution.

find out more

All Inclusive Trust Deed

A comprehensive legal document used to establish and govern trusts under New Zealand law, setting out trustee powers, beneficiary rights, and trust administration requirements.

find out more

Testamentary Trust Deed

A New Zealand legal document that establishes a trust through a will, governing the management and distribution of assets after death under NZ trust law.

find out more

Note And Deed Of Trust

A New Zealand legal document that combines a promissory note with trust arrangements, establishing both debt obligations and trust management structures under NZ law.

find out more

Inter Vivos Deed

A New Zealand-compliant deed for transferring property or rights between living persons, requiring formal execution and witnessing under NZ law.

find out more

Revocable Deed Of Trust

A New Zealand legal document establishing a revocable trust arrangement where the settlor maintains the right to modify or terminate the trust during their lifetime.

find out more

Life Trust Deed

A New Zealand legal document establishing a trust structure for lifetime asset management and distribution, governed by the Trusts Act 2019.

find out more

Second Trust Deed

A New Zealand legal document that modifies or supplements an existing trust arrangement, governed by the Trusts Act 2019.

find out more

Irrevocable Deed

A binding legal instrument under New Zealand law creating irrevocable obligations between parties, requiring formal execution and witnessing.

find out more

Master Trust Deed

A New Zealand law-governed foundational document establishing a master trust structure, setting out operational terms and regulatory compliance requirements for collective investment arrangements.

find out more

Declaration Of Trust

A New Zealand law-governed document that establishes a trust arrangement, defining the terms under which trustees manage assets for beneficiaries.

find out more

Declaration Of Trust Tenants In Common

A New Zealand legal document establishing trust arrangements for property co-ownership as tenants in common, defining ownership shares and management responsibilities.

find out more

Security Trust Deed

A New Zealand-governed legal document establishing a trust arrangement for holding and managing security interests on behalf of multiple secured parties, typically in financing arrangements.

find out more

Family Trust Deed

A New Zealand-compliant legal document establishing a family trust, defining its structure, management, and beneficiaries under NZ trust law.

find out more

Deed Of Debt

A New Zealand legal instrument that formally documents and makes enforceable a debt obligation between parties, including terms for repayment and security.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s 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 £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.