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🏠

What type of property will be held in the trust?

Select the category that best describes the trust assets

🏡 Real Property Land, buildings, houses
📈 Shares Company shares, stocks
💷 Money Cash, bank deposits
📦 Other Assets Investments, valuables
💡 A bare trust holds assets for the absolute benefit of a named beneficiary who can demand the assets at age 18.
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📅

When is this deed being created?

The date the trust deed will be signed

💡 If you don't provide a name, it will be called "The [Beneficiary Name] Bare Trust"
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👤

Who is creating the trust?

The Settlor is the person transferring property into the trust

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🏠

What is the Settlor's address?

Full residential address including postcode

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🤝

Who will be the Trustee?

The Trustee holds legal title on behalf of the beneficiary

👤
Individual Person
🏢
Company/Corporate
💡 The Settlor and Trustee can be the same person. This is common when a parent creates a trust for their child.

Note: You can add multiple trustees on the next page.

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📋

Trustee Details

Enter the trustee's information. You can add multiple trustees if required.

Trustee 1

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🎁

Who are the beneficiaries?

The people who will receive the trust property. You can add multiple beneficiaries if required.

Beneficiary 1

💡 Beneficiaries are absolutely entitled to the trust property from the date of the deed. Multiple beneficiaries will be beneficially entitled in equal shares.
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📄

Describe the trust property

Provide details of the assets being placed in trust

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💼

Should the Trustee have investment powers?

Define how the Trustee manages the trust property

🔒
Hold Only
(No Investment Powers)
📋
Invest Only on
Beneficiaries' Direction
🔒 Hold Only: Trustees hold the trust funds and do not invest — safest for bare trusts.

📋 Invest on Direction: Trustees may invest, but ONLY if directed by adult beneficiaries (or guardians if minors).
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⚙️

Additional Trustee Powers

Select any additional powers for the Trustee

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📝

Additional Provisions

Trustee remuneration and other provisions

🤲
No Remuneration
(Voluntary)
👔
Professional
Fees Apply
✏️
Custom
Arrangement

Include any specific requirements not covered by standard provisions

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🏛️

Governing Law

Which jurisdiction will govern this trust?

Important: This deed is designed for use under English law. Different rules apply in Scotland (which has a different trust law system). If the trust property is located in Scotland or the parties are Scottish-domiciled, seek specialist advice.

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