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1. Parties: Identifies the settlor, trustee(s), and beneficiaries
2. Background: Context and purpose of the trust establishment
3. Definitions: Key terms used throughout the deed
4. Trust Property: Details of money/assets being placed in trust
5. Trustee Powers: Scope of trustee authority and responsibilities
6. Distribution Provisions: Rules governing how and when funds are distributed
7. Duration: Term of the trust and termination conditions
1. Successor Trustee Provisions: Process for appointing replacement trustees when long-term trust administration is anticipated
2. Spendthrift Clause: Protects trust assets from beneficiaries' creditors when asset protection is a priority
3. Investment Guidelines: Specific investment parameters for trustees when trust includes investment authority
1. Schedule A - Trust Property: Detailed inventory of initial trust assets
2. Schedule B - Beneficiary Details: Complete information about beneficiaries and their entitlements
3. Schedule C - Investment Policy: Detailed investment guidelines and restrictions
4. Appendix 1 - Trustee Compensation: Details of trustee fees and payment schedule
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