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Life Trust Deed

Life Trust Deed Template for New Zealand

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Key Requirements PROMPT example:

Life Trust Deed

"I need a Life Trust Deed to establish a family trust for my UK-based children by March 2025, with provisions for international asset management and specific distribution rules for overseas beneficiaries."

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Document background
A Life Trust Deed is essential for individuals or families seeking to establish a trust structure in New Zealand for asset protection, succession planning, and wealth management purposes. This document is used when parties wish to create a trust that will operate during the settlor's lifetime, rather than being triggered by death (as with testamentary trusts). The deed must comply with the New Zealand Trusts Act 2019 and includes provisions for trust property management, beneficiary rights, trustee powers and duties, and distribution mechanisms. It's particularly valuable for those looking to protect assets, manage family wealth, or create structured inheritance arrangements while maintaining flexibility in asset distribution. The Life Trust Deed serves as the founding document that governs all aspects of the trust's operation and administration within the New Zealand legal framework.
Suggested Sections

1. Parties: Identifies the Settlor(s) and Trustee(s) with their full legal names and addresses

2. Background: Sets out the context and intention to establish the trust

3. Definitions and Interpretation: Defines key terms used throughout the deed and interpretation rules

4. Declaration of Trust: Formal establishment of the trust and confirmation of trust property transfer

5. Trust Name: Specifies the official name of the trust

6. Trust Property: Describes the initial trust property and provisions for adding future property

7. Beneficiaries: Defines primary and discretionary beneficiaries and their entitlements

8. Trustees' Powers: Comprehensive list of powers granted to trustees in managing the trust

9. Trustees' Duties: Mandatory and default duties under the Trusts Act 2019 and any modifications

10. Income and Capital Distribution: Rules governing how income and capital can be distributed

11. Trust Period: Defines the duration of the trust and vesting date

12. Trustee Appointment and Removal: Procedures for appointing and removing trustees

13. Trustee Decisions: How trustees make decisions and required majorities

14. Trustee Liability and Indemnity: Extent of trustee liability and indemnification provisions

15. Variation of Trust: Powers and procedures for varying trust terms

16. Trust Records: Requirements for maintaining trust records and documentation

Optional Sections

1. Settlor's Powers: Additional powers retained by settlor - include when settlor wants to retain specific controls

2. Advisory Trustee Provisions: Include when advisory trustees are to be appointed

3. Custodian Trustee Provisions: Include when custodian trustees are to be appointed

4. Memorandum of Wishes: Include when settlor wishes to provide non-binding guidance to trustees

5. Business Management Provisions: Include when trust is likely to operate a business

6. Relationship Property Provisions: Include specific provisions dealing with relationship property when relevant

7. Foreign Trust Provisions: Include when trust has international elements or beneficiaries

8. Delegation Powers: Include specific delegation provisions when broader delegation powers are needed

9. Alternative Dispute Resolution: Include when specific dispute resolution processes are desired

Suggested Schedules

1. Schedule 1 - Initial Trust Property: Detailed list and description of property initially settled on the trust

2. Schedule 2 - Primary Beneficiaries: Full names and details of primary beneficiaries

3. Schedule 3 - Trustee Remuneration: Details of any agreed trustee remuneration arrangements

4. Schedule 4 - Trustee Powers: Detailed list of specific powers granted to trustees

5. Schedule 5 - Meeting Procedures: Detailed procedures for trustee meetings and decision-making

6. Appendix A - Memorandum of Wishes: Settlor's non-binding wishes regarding trust administration and distributions

7. Appendix B - Trustee Declaration: Formal declarations by initial trustees accepting appointment

Authors

Alex Denne

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

alex.den.21@genieai.co
Relevant legal definitions



















































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Relevant Industries

Legal Services

Financial Services

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Compliance

Risk Management

Financial Advisory

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Relevant Roles

Trust Lawyer

Estate Planning Attorney

Wealth Manager

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Trust Administrator

Tax Accountant

Private Client Advisor

Property Manager

Compliance Officer

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Investment Advisor

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