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1. Protector Provisions: Required when a trust protector is appointed to oversee the trustees

2. Investment Guidelines: Needed for trusts with significant financial assets requiring specific investment parameters

3. Successor Trustees: Include when specific provisions for trustee succession are required

4. Tax Provisions: Detailed tax considerations when the trust has specific tax planning objectives

5. Anti-Money Laundering Provisions: Required for trusts subject to specific AML regulations

6. Variation Powers: Include when flexibility to modify trust terms is desired

7. Conflict Resolution: Specific dispute resolution procedures beyond standard court jurisdiction

8. Foreign Element Provisions: Required when trust has international aspects or cross-border implications

1. Schedule 1 - Initial Trust Property: Detailed inventory and valuation of initial trust assets

2. Schedule 2 - Beneficiary Information: Complete details of beneficiaries and their respective interests

3. Schedule 3 - Trustee Remuneration: Fee structure and payment terms for trustees

4. Schedule 4 - Investment Policy Statement: Detailed investment guidelines and restrictions

5. Schedule 5 - Administrative Procedures: Specific procedures for trust administration and reporting

6. Appendix A - KYC Documentation: Required identification and verification documents for all parties

7. Appendix B - Tax Residency Declarations: Tax residency information for relevant parties

8. Appendix C - Powers of Attorney: Any relevant powers of attorney or delegations of authority