Trust Deed And Note Template for Canada

1. Security Provisions: Include when the note is secured by specific assets or property

2. Successor Trustee Provisions: Detailed procedures for appointment and transition of successor trustees, if desired

3. Tax Provisions: Specific tax planning provisions when the trust has particular tax objectives

4. Investment Powers: Detailed investment guidelines and restrictions when trust involves investment management

5. Distribution Provisions: Specific distribution rules and schedules when trust requires structured distributions

6. Insurance Requirements: Insurance obligations when trust property requires specific coverage

7. Dispute Resolution: Alternative dispute resolution procedures if parties wish to avoid court proceedings

8. Privacy and Confidentiality: Specific confidentiality provisions when dealing with sensitive family or business matters

1. Schedule A - Trust Property: Detailed description of initial trust property and note specifications

2. Schedule B - Payment Schedule: Amortization schedule or payment terms for the note

3. Schedule C - Beneficiary Details: Complete information about beneficiaries and their respective interests

4. Schedule D - Security Details: Description of any security or collateral securing the note

5. Schedule E - Fee Schedule: Trustee compensation and fee structure

6. Appendix 1 - Investment Guidelines: Detailed investment policies and restrictions

7. Appendix 2 - Administration Procedures: Detailed procedures for trust administration and reporting

8. Appendix 3 - Required Forms: Standard forms for trust administration and note transactions