A Notarial Deed Of Trust is utilized when parties require a highly formal and authenticated trust arrangement under English and Welsh law. It's particularly relevant for high-value assets, international transactions, or situations requiring enhanced credibility and evidential weight. The document comprehensively details the trust's structure, including appointment of trustees, definition of beneficiaries, asset schedules, and management powers. Its notarial execution provides additional security and recognition, especially useful for cross-border situations or when dealing with foreign authorities.
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1. Parties: Details of settlor, trustees, and beneficiaries
2. Background: Context and purpose of the trust
3. Definitions: Key terms used throughout the deed
4. Trust Declaration: Formal declaration of trust and trust property
5. Trustee Powers: Scope of trustees' authority and powers
6. Administrative Provisions: Day-to-day management of trust
1. Investment Powers: Specific investment authorities beyond statutory powers - used for trusts with significant financial assets
2. Appointment and Removal of Trustees: Process for changing trustees - typically included for longer-term trusts
3. Remuneration Provisions: Trustee compensation terms - included when professional trustees are involved
1. Schedule of Assets: Detailed list of trust property and assets
2. Schedule of Beneficiaries: Full details of beneficiaries and their respective entitlements
3. Investment Guidelines: Specific investment parameters and restrictions for trust assets
4. Powers of Attorney: Documentation of specific delegated powers where applicable
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