Free Trustee Declaration Form - New Zealand

Trustee Declaration Form for New Zealand

Trustee Declaration Form Template for New Zealand

Your data doesn't train Genie's AI

You keep IP ownership of your information

Generate a Bespoke Document

1. Select your governing law:

2. Enter your key requirements:

3. Create your document to edit, review or download

Download a Standard Template

Get our New Zealand-compliant Trustee Declaration Form

4.6 / 5

4.8 / 5

Alternatively: Run an advanced review of an existing
Trustee Declaration Form

Let ��Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.

What is a Trustee Declaration Form?

The Trustee Declaration Form is a fundamental document required when establishing or updating trust arrangements in New Zealand. It is used whenever a new trustee is appointed or when existing trustees need to reaffirm their commitments following significant changes in trust law, such as the implementation of the Trusts Act 2019. The form captures essential declarations regarding the trustee's eligibility, understanding of duties, and acknowledgment of responsibilities. It serves multiple purposes: providing evidence of the trustee's informed consent to act, documenting their understanding of obligations, and creating a record of their commitment to comply with trust law requirements. This document is particularly important in the New Zealand context, where trust law has undergone significant modernization and trustees face increased accountability and transparency requirements.

What sections should be included in a Trustee Declaration Form?

1. Trustee Details: Full legal name, contact information, and identification details of the trustee making the declaration

2. Trust Information: Name of the trust, date of establishment, and type of trust

3. Declaration of Eligibility: Trustee's confirmation of their eligibility to act as trustee (e.g., being over 18, not bankrupt, not convicted of dishonesty crimes)

4. Acknowledgment of Mandatory Duties: Explicit acknowledgment of the mandatory duties under Section 23 of the Trusts Act 2019, including duty to act honestly, in good faith, and for benefit of beneficiaries

5. Acknowledgment of Default Duties: Recognition of default duties under the Trusts Act 2019, unless modified by trust deed

6. Conflict of Interest Declaration: Declaration regarding any existing or potential conflicts of interest

7. Privacy and Information Obligations: Acknowledgment of obligations regarding trust information and beneficiary privacy

8. Execution: Signature block, witness details, and date of declaration

What sections are optional to include in a Trustee Declaration Form?

1. Special Trust Powers: Additional powers granted to the trustee beyond statutory powers, used when trust deed provides specific additional authorities

2. Co-Trustee Arrangements: Details of cooperation with other trustees, needed when multiple trustees are appointed

3. Professional Trustee Declarations: Additional declarations for professional trustees regarding qualifications and insurance

4. Foreign Trust Declarations: Additional declarations required for foreign trusts under NZ tax law

5. Investment Guidelines Acknowledgment: Specific acknowledgment of investment parameters, used for trusts with substantial investment activities

What schedules should be included in a Trustee Declaration Form?

1. Schedule 1 - Mandatory Duties: Detailed list of mandatory duties under the Trusts Act 2019

2. Schedule 2 - Default Duties: Detailed list of default duties under the Trusts Act 2019

3. Schedule 3 - Trust Deed Extract: Relevant excerpts from the trust deed relating to trustee powers and duties

4. Appendix A - ID Verification: Certified copies of identification documents and address verification

5. Appendix B - Eligibility Evidence: Supporting documentation confirming trustee eligibility (if required)

Authors

Alex Denne

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

Relevant legal definitions

Clauses

Relevant Industries

Legal Services

Financial Services

Professional Services

Wealth Management

Property Management

Charitable Organizations

Family Office Services

Private Banking

Estate Planning

Business Services

Relevant Teams

Legal

Compliance

Risk Management

Wealth Management

Trust Administration

Private Client Services

Estate Planning

Operations

Document Management

Client Relations

Relevant Roles

Trustee

Trust Administrator

Trust Lawyer

Legal Counsel

Wealth Manager

Estate Planning Attorney

Trust Account Manager

Compliance Officer

Risk Manager

Trust Operations Manager

Private Client Advisor

Property Manager

Financial Advisor

Trust Services Director

Find the exact document you need

No matches found.

Statutory Declaration Name Change

A legal document used in New Zealand to formally declare and record a person's intention to change their name under NZ law.

��������Ƶ

How Cambridge United Uses ��������Ƶ to Speed Up Player Signings and Slash Legal Costs

Generate a Bespoke Document

Download a Standard Template

What is a Trustee Declaration Form?

What sections should be included in a Trustee Declaration Form?

What sections are optional to include in a Trustee Declaration Form?

What schedules should be included in a Trustee Declaration Form?

Authors

Alex Denne

Find the exact document you need

Statutory Declaration Name Change

Payment Declaration Letter

Declaration Of Value Form

Declaration Of Ownership

Declaration Of Indemnity

Self Declaration Form For Vehicle Ownership Transfer

Declaration Of Residence

Cargo Declaration

Salary Declaration Form

Referee Declaration Form

Medical Fitness Declaration Form

Supplier Declaration Form

Police Declaration Form

Declaration Of Trust Form

Declaration Of Income Form

Declaration Of Identity Form

Declaration Of Goods Form

Custodian Declaration Form

Superannuation Declaration Form

Income Declaration Letter

Declaration Of Support

Residency Declaration

Self Declaration Form For Income Certificate

It Declaration Form

State Declaration Form

Permit Declaration

Statutory Declaration

Name Change Declaration Form

Sponsorship Declaration

Power Of Attorney Declaration

Declaration For Application Form

Court Declaration Form

Third Party Declaration

Self Declaration Form For Address Proof

Self Attested Declaration Form

Quarantine Declaration Form

Guarantor Declaration Form

Customs Clearance Form

Declaration Of Guardianship

Declaration Form For International Travel

Declaration Form For Passport

Birth Certificate Declaration Form

Visa Declaration Form

Simple Declaration Form

House Declaration Form

Trust Declaration Form

Self Employed Declaration Form

Standard Declaration Form

Loan Declaration Form

Guardian Declaration Form

Plagiarism Declaration Form

Beneficial Ownership Declaration

Citizenship Declaration Form

Tax Declaration Form

Major Declaration Form

Staff Declaration Form

Wealth Declaration Form

Trustee Declaration Form

Patient Declaration Form

Partner Declaration Form

Dependent Declaration Form

Self Declaration Form

Driver Declaration Form

Import Declaration Form

Vendor Declaration Form

Safety Declaration Form

Landlord Declaration Form

Copyright Declaration Form

Beneficiary Declaration Form

��Ƶ

How Cambridge United Uses ��Ƶ to Speed Up Player Signings and Slash Legal Costs

�ұ�Ծ��’s Security Promise