Create a bespoke document in minutes, or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Joint Trust Agreement
"I need a Joint Trust Agreement to establish a family trust for managing UK property assets, with three trustees and discretionary beneficiary provisions, ensuring compliance with the Trust Registration Service requirements and including specific investment restrictions for sustainable investments only."
1. Parties: Identification and details of trustees and settlors
2. Background: Context and purpose of the trust arrangement
3. Definitions: Key terms used throughout the agreement
4. Trust Property: Description of assets being placed in trust
5. Trustee Powers: Scope of trustees' authority and powers
6. Beneficiaries: Identity and rights of trust beneficiaries
7. Trust Administration: Day-to-day management provisions
1. Investment Powers: Specific investment authorities and restrictions - used when trust includes financial investments
2. Appointment and Retirement of Trustees: Procedures for trustee changes - typically included for long-term trusts
3. Trust Income Distribution: Rules for distributing trust income - required for income-generating trusts
1. Schedule of Assets: Detailed list of initial trust property
2. Investment Guidelines: Specific investment policies and restrictions
3. Beneficiary Schedule: Detailed information about beneficiaries and their entitlements
4. Powers of Attorney: Any delegated authorities
Authors
Trust Fund
Trust Period
Trustees
Joint Trustees
Initial Trustees
Successor Trustees
Settlors
Beneficiaries
Absolute Beneficiaries
Discretionary Beneficiaries
Trust Income
Trust Capital
Accumulation Period
Perpetuity Period
Vesting Day
Appointment Date
Distribution Date
Investment Powers
Proper Law
Trust Deed
Trust Expenses
Trust Documents
Protector
Business Day
Financial Year
Accounting Period
Professional Advisor
Permitted Investments
Power of Appointment
Governing Law
Relevant Jurisdiction
Trust Powers
Management Powers
Administrative Powers
Tax Year
Trust Register
Trust Accounts
Trust Property Transfer
Trustee Powers
Investment Powers
Administrative Powers
Distribution Powers
Beneficiary Rights
Decision Making
Income Distribution
Capital Distribution
Trustee Remuneration
Trustee Indemnity
Trustee Liability
Delegation Powers
Amendment Powers
Termination
Accounting and Records
Confidentiality
Notices
Governing Law
Trust Registration
Protector Powers
Trustee Retirement
Trustee Removal
Successor Appointment
Tax Compliance
Dispute Resolution
Severability
Duration
Accumulation Powers
Anti-Money Laundering
Reporting Requirements
Variation Powers
Find the exact document you need
Beneficial Interest Transfer Agreement
An English law agreement documenting the transfer of beneficial ownership rights while maintaining existing trust arrangements.
Service Trust Agreement
An English law agreement establishing a trust structure for service provision, combining trust obligations with service delivery requirements.
Joint Revocable Trust Agreement
A legal agreement under England and Wales law establishing a modifiable trust between two settlors for joint asset management and estate planning.
Trust Purchase Agreement
A legal agreement under English and Welsh law governing the purchase and transfer of trust interests between parties.
Joint Trust Agreement
An English law agreement establishing terms for joint trustees to manage assets for beneficiaries.
Trust Management Agreement
An English law agreement appointing a professional manager to manage trust assets, defining their powers, duties, and responsibilities.
Reinsurance Trust Agreement
An English law agreement establishing a trust arrangement between reinsurer and ceding insurer to secure reinsurance obligations.
Real Estate Trust Agreement
A legal document under English and Welsh law establishing a trust for real property management, defining rights and obligations of settlors, trustees, and beneficiaries.
Joint Tenancy Trust Agreement
A legal agreement under English and Welsh law establishing terms for joint property ownership and trust arrangements.
Constructive Trust Agreement
A legal document under English and Welsh law that formalizes an implied trust relationship arising by operation of law, defining rights and obligations of trustees and beneficiaries.
Revocable Declaration Of Trust
An English law document creating a modifiable trust arrangement for asset management and protection.
Simple Declaration Of Trust
A legal document under English and Welsh law establishing a trust arrangement, defining how trustees hold assets for beneficiaries.
Liquidating Trust Agreement
A legal agreement under English and Welsh law establishing a trust for the orderly liquidation and distribution of assets to beneficiaries.
Indemnity Deed Of Trust
A legal document under English and Welsh law establishing a trust arrangement with specific trustee indemnification provisions.
Formal Trust Agreement
A legal document under English and Welsh law establishing the terms for holding and managing assets in trust for beneficiaries.
Beneficial Trust Agreement
A legal agreement under English and Welsh law establishing a trust relationship for asset management and beneficiary protection.
Private Trust Agreement
A legal document establishing a trust relationship under English and Welsh law, defining the management of assets by trustees for beneficiaries.
Blind Trust Agreement
An England and Wales law agreement establishing independent management of assets through trustees, preventing settlor involvement or knowledge of investment decisions.
Vehicle Trust Agreement
A legal agreement under English and Welsh law establishing a trust structure for vehicle ownership and management.
Irrevocable Trust Agreement
A permanent trust structure under English and Welsh law that cannot be modified once established, used for estate planning and asset protection.
Living Trust Agreement
A legal arrangement under English and Welsh law where trustees manage assets for beneficiaries during the settlor's lifetime and potentially beyond.
Deed Of Trust Agreement
A legal document under English law that establishes a trust relationship, transferring assets from settlor to trustees for beneficiaries' benefit.
Revocable Trust Agreement
A legal document creating a modifiable trust under English and Welsh law, allowing asset management with retained settlor control.
Irrevocable Agreement
A permanent, unmodifiable contract under English and Welsh law that creates binding obligations between parties.
Family Trust Agreement
A legal document establishing a trust relationship under English law, setting out terms for asset management and distribution to beneficiaries.
Trust Fund Agreement
A legal document under English and Welsh law establishing terms for managing trust assets and defining relationships between settlors, trustees, and beneficiaries.
Download our whitepaper on the future of AI in Legal
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our Trust Centre for more details and real-time security updates.
Read our Privacy Policy.