An Affidavit of Trust is a crucial document used in German legal practice when formal verification of trust arrangements is required. While Germany operates under civil law and doesn't recognize trusts in the same way as common law jurisdictions, this document serves to establish and confirm trust-like arrangements (Treuhand) within the German legal framework. The affidavit is commonly required for real estate transactions, banking relationships, asset transfers, or when dealing with foreign jurisdictions that require proof of trust existence. It must be notarized and typically includes detailed information about the trust structure, trustees, assets, and beneficiaries, while complying with German legal requirements for sworn statements and formal declarations.
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1. Declaration Statement: Opening statement declaring this is a sworn affidavit, including the affiant's name and capacity
2. Affiant Information: Detailed information about the person making the affidavit, including full legal name, address, and relationship to the trust
3. Trust Identification: Full name of the trust, date of creation, and any registration or identification numbers
4. Trust Details: Essential information about the trust including type, purpose, and governing law
5. Trustee Information: Names and addresses of all current trustees and their powers
6. Trust Property: General description of the trust property and assets
7. Verification: Statement confirming the truth and accuracy of the information provided
8. Execution: Signature block, notarization section, and date of execution
1. Beneficiary Information: Details of trust beneficiaries - optional if confidentiality is required or if beneficiaries are not yet determined
2. Successor Trustee Provisions: Information about successor trustees - include if applicable to the trust arrangement
3. Trust Amendment History: List of any amendments to the trust - include if amendments exist
4. Purpose Declaration: Detailed statement of trust purpose - include for charitable or specific-purpose trusts
5. Distribution Provisions: Details of distribution requirements - include if specific distribution rules exist
6. Power of Attorney: Details of any power of attorney arrangements - include if relevant to trust administration
1. Schedule A - Trust Assets: Detailed inventory of trust assets and properties
2. Schedule B - Supporting Documents: List of referenced documents including trust deed, amendments, and related agreements
3. Schedule C - Trustee Certifications: Copies of trustee appointments and acceptances
4. Appendix 1 - Identity Documents: Certified copies of affiant's identification documents
5. Appendix 2 - Trust Registration: Copies of any trust registration documents or certificates
6. Appendix 3 - Property Documents: Copies of property titles or other asset documentation if applicable
Relevant legal definitions
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Banking & Financial Services
Real Estate
Wealth Management
Legal Services
Family Office Services
Estate Planning
Private Banking
Corporate Services
Investment Management
Insurance
Relevant Teams
Legal
Wealth Management
Compliance
Private Banking
Risk Management
Estate Planning
Corporate Services
Trust Administration
Client Services
Document Management
Relevant Roles
Trust Officer
Wealth Manager
Estate Planning Attorney
Legal Counsel
Notary Public
Private Client Advisor
Compliance Officer
Trust Administrator
Financial Advisor
Property Manager
Risk Manager
Corporate Trustee
Tax Consultant
Investment Manager
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