The Trustee Declaration Form is a crucial document in Canadian trust administration that serves multiple purposes in both common law provinces and Quebec's civil law system. It is typically required when a new trustee is appointed, whether for a private family trust, charitable trust, or corporate trust arrangement. The form includes comprehensive declarations covering the trustee's acceptance of the role, understanding of duties, and commitment to comply with relevant legislation. This document is particularly important as it provides evidence of the trustee's formal acceptance and understanding of their responsibilities, which can be critical for regulatory compliance and potential future dispute resolution. The declaration form must align with federal requirements while also considering specific provincial trust legislation, making it an essential tool for proper trust governance and administration in Canada.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Trustee Identification: Full legal name, contact details, and identification information of the trustee
2. Trust Details: Name of the trust, date of establishment, and type of trust (e.g., family trust, charitable trust)
3. Declaration of Acceptance: Formal statement accepting the role of trustee and acknowledging receipt of trust documents
4. Acknowledgment of Duties: Statement confirming understanding of fundamental trustee duties including fiduciary duty, duty of care, and duty of loyalty
5. Compliance Commitment: Declaration to comply with trust terms, applicable laws, and regulatory requirements
6. Confidentiality Obligations: Commitment to maintain confidentiality of trust affairs and protect personal information
7. Conflict of Interest Disclosure: Declaration regarding any existing or potential conflicts of interest
8. Execution: Signature block, witnessing requirements, and date of declaration
1. Co-Trustee Arrangements: Details of co-trustee relationships and decision-making processes, included when multiple trustees are appointed
2. Professional Qualifications: Statement of relevant professional qualifications, required for corporate or professional trustees
3. Compensation Arrangements: Details of trustee compensation if applicable, included when trustee will receive payment for services
4. Delegation Authority: Specific powers of delegation, included when trustee needs authority to delegate certain duties
5. Foreign Asset Declaration: Additional declarations required for trusts with foreign assets or international beneficiaries
1. Schedule A - Trust Property: Detailed inventory of trust assets and properties being administered
2. Schedule B - Beneficiary Information: List of beneficiaries and their respective interests in the trust
3. Schedule C - Trust Terms Summary: Summary of key terms from the trust deed relevant to trustee duties
4. Appendix 1 - Trustee Powers: Comprehensive list of powers granted to the trustee under the trust deed
5. Appendix 2 - Compliance Checklist: Checklist of regulatory and compliance requirements applicable to the trust
Authors
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Legal Services
Wealth Management
Estate Planning
Private Banking
Charitable Organizations
Family Offices
Trust Companies
Professional Services
Real Estate
Relevant Teams
Legal
Compliance
Wealth Management
Trust Administration
Risk Management
Estate Planning
Private Client Services
Corporate Services
Document Management
Regulatory Affairs
Relevant Roles
Trust Officer
Estate Planning Attorney
Wealth Manager
Financial Advisor
Trust Administrator
Compliance Officer
Private Client Manager
Corporate Trustee
Legal Counsel
Trust Operations Manager
Estate Administrator
Risk Management Officer
Trust Account Manager
Professional Trustee
Find the exact document you need
Legal Declaration
A formal written statement made under Canadian law that asserts facts as true, serving as legal evidence when properly witnessed by authorized officials.
find out more
Self Declaration For Police Verification
A Canadian legal document where individuals declare their criminal history and authorize police verification, used for background screening purposes.
find out more
Declaration Of Interest
A Canadian regulatory document for disclosing potential conflicts of interest and significant personal, professional, and financial interests as required by federal and provincial laws.
find out more
Declaration Of Income And Assets
A Canadian legal document providing a comprehensive disclosure of an individual's income, assets, and liabilities, used for various legal and financial purposes.
find out more
Declaration Form For Income Certificate
A Canadian legal document used to formally declare and verify an individual's income for official purposes.
find out more
Non Employment Self Declaration Form
A Canadian legal document confirming independent contractor status and associated responsibilities under federal and provincial laws.
find out more
Driving Licence Self Declaration Form
A Canadian regulatory document where drivers declare their medical fitness and relevant history to maintain their driving privileges under provincial licensing requirements.
find out more
Driving Licence Declaration Form
A mandatory Canadian provincial form for declaring driver information and qualifications required for license issuance or renewal.
find out more
Declaration For Entry Of Unaccompanied Articles
A Canadian customs declaration document required by CBSA for personal effects or goods entering Canada separately from their owner's travel.
find out more
Self Declaration Form For Job Application
A Canadian-compliant self-declaration form for job applications, enabling applicants to formally verify their qualifications and eligibility for employment.
find out more
Living Will Declaration Form
A Canadian legal document that specifies an individual's healthcare preferences and designates substitute decision-makers for future medical decisions when they become incapable.
find out more
Health Declaration Form
A Canadian-compliant health declaration document for collecting and recording individual health status information, adhering to federal and provincial privacy regulations.
find out more
Declaration Of Own Work
A Canadian legal document where an individual formally declares and certifies the originality and authenticity of their work product.
find out more
Statutory Declaration In Lieu Of Guarantor Form
A Canadian legal document serving as a sworn alternative to a guarantor's verification, used when standard guarantor requirements cannot be met for official identification purposes.
find out more
Signed Declaration Of Applicant And The Parent Legal Guardian
A Canadian legal document combining a minor's declaration with parental/guardian consent and verification, used for official purposes and program participation.
find out more
Self Declaration Form For Vehicle Ownership Transfer
A Canadian legal document for self-declaring vehicle ownership transfer, compliant with provincial motor vehicle regulations.
find out more
Custodian Of Records Affidavit
A sworn statement used in Canadian jurisdictions to certify the proper maintenance and authenticity of business or organizational records by their designated custodian.
find out more
Sworn Declaration
A formal legal document used in Canadian jurisdictions where statements are declared to be true under oath before a qualified official, carrying legal consequences for false declarations.
find out more
Medical Declaration Form For Employees
A Canadian-compliant form for documenting employee medical information and health status while maintaining privacy and confidentiality standards.
find out more
Long Term Supplier Declaration
A Canadian legal document establishing long-term supplier commitments and compliance declarations for ongoing supply relationships under federal and provincial regulations.
find out more
Declaration Of Origin
A Canadian customs document certifying the country of origin of goods for international trade compliance and preferential tariff treatment.
find out more
Vat Declaration Form
A mandatory Canadian tax document for declaring GST/HST status and obligations to federal and provincial tax authorities.
find out more
Sponsorship Declaration Form
A legal declaration form under Canadian immigration law where a resident commits to sponsoring and supporting an individual's immigration to Canada.
find out more
Self Declaration Of Surviving Spouse Form
A Canadian legal document where an individual formally declares their status as a surviving spouse for benefits, estate, or legal purposes.
find out more
Self Declaration Form COVID 19
A Canadian-compliant COVID-19 Self Declaration Form for documenting individual health status and potential exposure risks, adhering to federal and provincial requirements.
find out more
Salary Declaration Form
A Canadian compliant form for declaring employee salary and compensation details, meeting federal and provincial employment and tax requirements.
find out more
Referee Declaration Form
A Canadian legal document establishing referee qualifications, commitments, and responsibilities in compliance with federal and provincial sports regulations.
find out more
Medical Fitness Declaration Form
A Canadian-compliant legal document for declaring medical fitness status, incorporating federal and provincial privacy requirements for health information.
find out more
Digital Referee Declaration Form
A Canadian-compliant digital form for sports officials to declare their qualifications, commitments, and acknowledgment of officiating responsibilities.
find out more
Supplier Declaration Form
A legally binding declaration form used in Canada for suppliers to confirm their compliance with regulatory requirements and business standards.
find out more
Self Declaration Form For Birth Certificate
A Canadian legal document for formal declaration of birth details when applying for a birth certificate, requiring authorized witness verification and adherence to provincial vital statistics regulations.
find out more
Residency Declaration Form
A Canadian legal document for declaring residency status and associated details for official purposes under federal and provincial regulations.
find out more
Online Wealth Declaration Form For Public Servants
A Canadian federal government electronic form for public servants' mandatory declaration of financial interests and activities, complying with the Conflict of Interest Act.
find out more
Non Employment Declaration Form
A Canadian legal document that formally declares and establishes an individual's status as an independent contractor rather than an employee.
find out more
New Declaration Form
A legally binding document under Canadian law where an individual formally declares statements to be true, typically witnessed by a commissioner of oaths or notary public.
find out more
Name Declaration Affidavit
A Canadian legal document providing sworn testimony about an individual's name usage and identity, authenticated by a Commissioner of Oaths or Notary Public.
find out more
Medical Declaration Form
A Canadian-compliant medical declaration document that captures and verifies patient health information and consent under federal and provincial healthcare regulations.
find out more
Income Self Declaration Form
A Canadian legal document for formal self-declaration of income from various sources, used when official income verification is required across Canadian jurisdictions.
find out more
Declaration Of Income Form
A Canadian legal document for formally declaring all sources of personal income, designed to comply with federal and provincial regulations.
find out more
Declaration Of Identity Form
A Canadian legal document used for formal identity verification and authentication, requiring witnessed declaration of personal information under oath or solemn affirmation.
find out more
Declaration Of Assets And Liabilities Form
A Canadian legal document for comprehensive declaration of assets, liabilities, and financial interests, used for bankruptcy, public office, and regulatory compliance purposes.
find out more
Customs Declaration Form
A mandatory document required by Canadian customs authorities (CBSA) for declaring goods being imported into or exported from Canada, including details of the shipment, valuation, and duty calculations.
find out more
Conflict Of Interest Declaration Form For Employees
A Canadian-compliant form for employees to declare potential conflicts of interest, aligned with federal and provincial employment regulations.
find out more
Asset Declaration Form For Govt Employees
A Canadian government compliance document requiring public servants to declare financial interests and potential conflicts of interest in accordance with federal and provincial regulations.
find out more
Common Law Statutory Declaration
A formal written statement of facts made under oath or affirmation in Canada, witnessed by an authorized person and carrying legal weight under Canadian law.
find out more
Plate Transfer Declaration
A Canadian legal document facilitating and recording the transfer of license plates between parties, ensuring compliance with provincial transportation regulations.
find out more
Application Form For Encumbrance Certificate
A Canadian legal document used to request official certification of registered encumbrances, liens, and other interests affecting a specific property.
find out more
Declaration From A Guarantor
A Canadian legal document where a guarantor formally declares their commitment to guarantee another party's obligations, governed by federal and provincial laws.
find out more
Declaration Of Guarantor Passport
A Canadian legal document where an eligible guarantor verifies the identity and photograph of a passport applicant under federal passport regulations.
find out more
Rent Agreement For Tax Declaration
A Canadian legal document that combines a residential lease agreement with specific provisions for tax declaration purposes, meeting both tenancy and CRA requirements.
find out more
Declaration Of Income Statement
A legally binding Canadian document declaring an individual's comprehensive income from all sources, used for official financial and legal purposes.
find out more
Declaration For Federal Employment
A mandatory legal declaration for Canadian federal government employment candidates, confirming eligibility and compliance with federal employment requirements.
find out more
Declaration Of Non Ownership
A Canadian legal document declaring the non-ownership of specific property or assets, requiring formal execution and compliance with federal and provincial laws.
find out more
Social Development Declaration Form
A Canadian jurisdiction declaration form for accessing social development programs and services, containing personal information and eligibility statements required by government authorities.
find out more
Self Declaration Statement
A legally binding sworn statement used in Canadian jurisdictions where an individual formally declares facts to be true under penalty of perjury.
find out more
Statutory Declaration Applicant Form
A Canadian legal document containing a formal sworn statement made before an authorized official, used to verify facts or circumstances under penalty of law.
find out more
Non Liability Declaration
A Canadian legal document establishing release of liability between parties, conforming to federal and provincial requirements including Quebec's civil law system.
find out more
Declaration By Parent Guardian
A Canadian legal document where a parent/guardian makes formal declarations or grants specific authorizations regarding their minor child/ward, commonly used across various sectors including healthcare, education, and travel.
find out more
Passport Self Declaration Form
A Canadian federal document where passport applicants formally declare the truthfulness of their personal information and eligibility for passport issuance under Canadian law.
find out more
Foreign Transfer Duty Declaration
A mandatory Canadian legal document for property transactions involving foreign buyers, ensuring compliance with federal and provincial foreign ownership regulations and tax requirements.
find out more
Criminal Conviction Declaration
A Canadian legal document where individuals formally declare their criminal conviction status, used for employment, licensing, or other official purposes.
find out more
Self Declaration Form For Name Change
A Canadian legal document where an individual formally declares their intention to change their legal name, requiring official witnessing and compliance with provincial/territorial regulations.
find out more
Primary Producer Declaration
A Canadian legal document certifying an entity's status as a primary producer of agricultural products, used for tax, regulatory, and commercial purposes.
find out more
Self Declaration Form For Legal Heir Certificate
A Canadian legal document where an individual formally declares their status as a legal heir to a deceased person's estate, sworn before appropriate authorities.
find out more
Nominee Declaration Form
A Canadian legal document establishing a nominee arrangement where one party holds assets or rights on behalf of a beneficial owner, compliant with federal and provincial regulations.
find out more
Dissertation Declaration
A Canadian legal document certifying the originality and authenticity of a graduate student's thesis work, complying with federal and provincial academic regulations.
find out more
Declaration Form For Change Of Home Address
A Canadian legal declaration form for officially documenting and verifying an individual's change of residential address.
find out more
Custodianship Declaration
A Canadian legal document establishing temporary custodianship of a minor child, commonly used for international students or temporary care arrangements.
find out more
Permit Declaration
A formal sworn statement used in Canadian jurisdictions to support permit applications, declaring compliance with relevant regulations and providing required information for permit approval.
find out more
Declaration Of Financial Support
A Canadian legal document establishing a binding commitment to provide financial support to specified beneficiaries, commonly used in immigration, education, and family support contexts.
find out more
Statutory Declaration
A formal written statement of facts made under Canadian law, declared voluntarily and confirmed by solemn declaration before an authorized official.
find out more
Self Declaration Letter
A legally binding written statement under Canadian law where an individual formally declares specific facts or circumstances to be true.
find out more
Self Declaration Form For Unemployment
A Canadian legal document for declaring unemployment status and eligibility for Employment Insurance benefits under federal legislation.
find out more
Occupancy Declaration Form
A Canadian legal document used to formally declare and verify the individuals who will be residing in a residential property, ensuring compliance with federal and provincial housing regulations.
find out more
House Rent Declaration Form
A Canadian legal document used to formally declare rental income and property details for residential properties, complying with federal tax laws and provincial tenancy regulations.
find out more
Declaration And Certification Of Finances
A Canadian legal document certifying an individual's or entity's financial status, assets, and liabilities, typically used for official purposes such as immigration or educational applications.
find out more
Birth Declaration Form
A mandatory legal document used in Canadian jurisdictions to officially register a child's birth and establish their legal identity.
find out more
Sponsorship Declaration
A Canadian legal document where a citizen or permanent resident commits to financially supporting an immigrant, governed by federal immigration laws and regulations.
find out more
Social Declaration Form
A Canadian jurisdictional document used for declaring personal and financial circumstances for social benefits and services eligibility.
find out more
Electronic Health Declaration
A Canadian-compliant electronic health declaration form for documenting individual health status and related information, meeting federal and provincial privacy requirements.
find out more
Change Of Name Declaration
A Canadian legal document for formally declaring and recording an individual's name change, governed by provincial legislation and requiring official authorization.
find out more
Declaration Of Finances
A Canadian legal document providing comprehensive disclosure of an individual's or entity's financial position, assets, and liabilities, compliant with federal and provincial regulations.
find out more
Declaration For Application Form
A legally binding Canadian declaration document verifying the truth of statements made in an application form, subject to federal and provincial regulations.
find out more
Court Declaration Form
A Canadian legal document containing sworn statements made under oath or affirmation for use in court proceedings, requiring proper execution before a commissioner of oaths.
find out more
Sworn Declaration Form
A formal Canadian legal document where an individual makes statements under oath before an authorized official, carrying legal consequences for false declarations.
find out more
Self Declaration Form For Students
A Canadian-compliant student self-declaration form for recording official statements about status, eligibility, and personal information in educational institutions.
find out more
Self Declaration Form For Address Proof
A Canadian legal document where an individual formally declares their current residential address under federal and provincial regulations.
find out more
Self Attested Declaration Form
A legally binding sworn statement document used in Canadian jurisdictions to formally declare facts or circumstances under oath or solemn affirmation.
find out more
Quarantine Declaration Form
A Canadian federal document required for travelers entering Canada, collecting health status, travel history, and quarantine plan information under the Quarantine Act.
find out more
End User Declaration Letter
A Canadian regulatory document declaring the final recipient and intended use of controlled goods or technology, ensuring compliance with export control laws.
find out more
Employee Health Declaration Form
A Canadian-compliant form for collecting employee health information, ensuring workplace safety and legal compliance while protecting privacy rights.
find out more
Third Party Declaration Form
A Canadian-compliant legal document used to formally declare and document third-party interests or relationships in various transactions.
find out more
Director Declaration Form
A Canadian corporate governance document that verifies director eligibility and captures key declarations required under the CBCA and provincial legislation.
find out more
Asset Declaration Form For Employees
A Canadian legal document requiring employees to declare their financial assets and interests to ensure transparency and prevent conflicts of interest.
find out more
Application Declaration
A legally binding declaration document used in Canadian application processes, sworn before authorized officials to verify statements of fact.
find out more
Declaration Form For Passport
A legally binding Canadian government form used for passport applications, collecting personal information and declarations under federal law.
find out more
Birth Certificate Declaration Form
A Canadian legal document used to declare and register birth details for official birth certificate issuance, conforming to provincial vital statistics requirements.
find out more
Visa Declaration Form
A legally binding immigration document required by Canadian authorities for visa applicants, governed by federal immigration laws.
find out more
ұԾ’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; ұԾ’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
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)