All Countries
Legal Services
Real Estate Trust Agreement

Real Estate Trust Agreement Template for India

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Real Estate Trust Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Real Estate Trust Agreement

"I need a Real Estate Trust Agreement for transferring three residential properties in Mumbai to a family trust, with my spouse and two children as beneficiaries, where the trust will commence operations from March 2025 with provision for quarterly income distribution."

Celebrated by
Collaborations with
Investors
Document background
A Real Estate Trust Agreement is essential when establishing a trust structure for managing real estate assets in India. This document is typically used when individuals or organizations wish to transfer property ownership to trustees for the benefit of specified beneficiaries, whether for family wealth management, charitable purposes, or commercial objectives. The agreement must comply with the Indian Trusts Act, 1882, Registration Act, 1908, and various state-specific property laws. It becomes particularly relevant in scenarios involving family settlements, estate planning, charitable trusts, or commercial property management. The document comprehensively covers property details, trust structure, management protocols, beneficiary rights, and regulatory compliance requirements. Given India's complex legal framework for property and trust matters, this agreement serves as a crucial instrument in establishing clear governance and management structures for trust property.
Suggested Sections

1. Parties: Identifies the Settlor, Trustee(s), and Beneficiaries with their complete details

2. Background: States the context, purpose of creating the trust, and intention of the settlor

3. Definitions: Defines key terms used throughout the agreement

4. Declaration of Trust: Formal declaration establishing the trust and transfer of property to trustees

5. Trust Property: Detailed description of the real estate and other assets being placed in trust

6. Trust Purpose and Objectives: Clearly stated purposes and objectives of the trust

7. Powers and Duties of Trustees: Comprehensive list of trustees' powers and responsibilities in managing trust property

8. Rights and Interests of Beneficiaries: Details of beneficiaries' entitlements and rights under the trust

9. Trust Administration: Procedures for day-to-day management of trust property

10. Duration of Trust: Period of the trust and conditions for termination

11. Distribution of Income and Capital: Rules governing distribution of trust income and capital to beneficiaries

12. Accounting and Reporting: Requirements for maintaining accounts and reporting to beneficiaries

13. Governing Law and Jurisdiction: Specification of applicable laws and jurisdiction for dispute resolution

Optional Sections

1. Successor Trustees: Procedures for appointment of successor trustees - include when multiple trustees are involved or succession planning is desired

2. Investment Powers: Specific investment authorities granted to trustees - include when trust involves significant investment activities

3. Property Development Rights: Powers related to property development - include when trust property may be developed

4. Environmental Compliance: Environmental obligations and compliance requirements - include for properties with environmental concerns

5. Charitable Purposes: Provisions for charitable activities - include if trust has charitable objectives

6. Advisory Board: Structure and role of advisory board - include when professional oversight is desired

7. Dispute Resolution Mechanism: Detailed arbitration or mediation procedures - include when parties prefer alternative dispute resolution

8. Tax Planning Provisions: Specific tax optimization structures - include when tax planning is a key objective

Suggested Schedules

1. Schedule A - Property Details: Detailed description of real estate properties including title deeds, survey numbers, and boundaries

2. Schedule B - Beneficiary Information: Complete details of beneficiaries including shares, rights, and conditions

3. Schedule C - Trust Administration Rules: Detailed procedures for trust administration and decision-making

4. Schedule D - Fee Structure: Details of trustee remuneration and administrative expenses

5. Schedule E - Property Management Guidelines: Specific rules and procedures for managing trust properties

6. Appendix 1 - Property Documents: Copies of title deeds, permits, and other property-related documents

7. Appendix 2 - Compliance Certificates: Relevant regulatory and compliance certificates

8. Appendix 3 - Tax Registrations: Copies of tax registrations and related documentation

Authors

Alex Denne

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

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Agreement
Applicable Law
Beneficiary
Board of Trustees
Commencement Date
Compliance Requirements
Deed of Trust
Distributable Income
Effective Date
Encumbrance
Financial Year
Governing Law
Income
Initial Trust Property
Investment Powers
Legal Representatives
Market Value
Material Adverse Effect
Permitted Investments
Property Documents
Property Manager
Real Estate Assets
Registered Valuer
Registration Authority
Regulatory Approvals
Relevant Jurisdiction
Settlor
Stamp Duty
Successor Trustee
Tax Year
Title Deeds
Trust
Trust Administration
Trust Capital
Trust Deed
Trust Income
Trust Property
Trust Purpose
Trustee
Trustee Powers
Valuation Date
Vesting Date
Clauses
Establishment of Trust
Trust Property Transfer
Appointment of Trustees
Powers of Trustees
Duties of Trustees
Beneficiary Rights
Property Management
Income Distribution
Capital Distribution
Investment Powers
Administrative Powers
Reporting Requirements
Accounting Requirements
Succession Planning
Removal of Trustees
Appointment of New Trustees
Trust Duration
Trust Termination
Property Disposal
Compliance Requirements
Registration Requirements
Tax Compliance
Dispute Resolution
Indemnification
Confidentiality
Amendment Provisions
Force Majeure
Governing Law
Jurisdiction
Notices
Severability
Entire Agreement
Relevant Industries

Real Estate

Legal Services

Financial Services

Property Management

Trust Services

Construction

Property Development

Wealth Management

Relevant Teams

Legal

Real Estate

Compliance

Property Management

Trust Administration

Finance

Tax

Wealth Management

Corporate Secretarial

Risk Management

Relevant Roles

Trust Administrator

Property Manager

Legal Counsel

Real Estate Manager

Compliance Officer

Estate Planning Advisor

Wealth Manager

Property Valuer

Tax Consultant

Trust Operations Manager

Real Estate Director

Company Secretary

Industries
Indian Trusts Act, 1882: Primary legislation governing the formation, management, and administration of trusts in India, defining rights and obligations of trustees and beneficiaries
Registration Act, 1908: Mandates compulsory registration of trust deeds involving immovable property and sets forth the procedure for registration
Transfer of Property Act, 1882: Governs the transfer of property rights and interests, including rules regarding property held in trust
Indian Stamp Act, 1899: Determines the stamp duty payable on trust deeds and other documents related to property transactions
Income Tax Act, 1961: Regulates taxation of trust property, income, and distributions to beneficiaries
Real Estate (Regulation and Development) Act, 2016 (RERA): Provides regulatory framework for real estate transactions and projects, affecting trust properties involving real estate development
State-specific Stamp Duty Laws: Local state laws determining specific stamp duty rates and requirements for trust deeds and property documents
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Nonjudicial Settlement Agreement

A legally binding agreement under Indian law documenting the terms of a settlement reached between parties outside the court system.

find out more

Inter Vivos Trust Agreement

An Indian law-governed agreement establishing a living trust, transferring assets from settlor to trustees for specified beneficiaries' benefit.

find out more

Addendum To Trust

An Indian law-compliant document that modifies an existing trust deed through specific amendments or additions, governed by the Indian Trusts Act, 1882.

find out more

Addendum To Deed Of Trust

An Indian law-governed document that modifies an existing trust deed, incorporating changes while maintaining compliance with the Indian Trusts Act and related legislation.

find out more

Trustee Contract

An Indian law-governed agreement establishing trustee rights, duties, and responsibilities in managing trust assets and affairs under the Indian Trusts Act, 1882.

find out more

Trust Agreement For Shares

An Indian law-governed agreement establishing a trust for holding and managing shares, detailing trustees' powers and beneficiaries' rights under Indian trust and securities regulations.

find out more

Trust Agreement Document

A legal document governed by Indian law that establishes a trust relationship between settlor, trustees, and beneficiaries, outlining the management and distribution of trust assets.

find out more

Certification Of Trust Agreement

An Indian law-governed document that verifies trust existence and trustee authority while maintaining confidentiality of the full trust instrument.

find out more

Sub Trust Agreement

An Indian law-governed agreement establishing a subordinate trust structure within an existing main trust, defining its governance, management, and distribution framework.

find out more

Termination Of Trust Agreement

An Indian law-governed agreement that formally terminates a trust, releases trustees, and governs the final distribution of trust assets to beneficiaries.

find out more

Anti Trust Agreement

An Indian law-governed Anti-Trust Agreement establishing competition law compliance commitments between parties, aligned with the Competition Act, 2002.

find out more

Declaration Of Trust Property

An Indian legal document establishing a trust and detailing the transfer of properties from settlor to trustees for beneficiaries' benefit, governed by the Indian Trusts Act, 1882.

find out more

Lifetime Occupancy Agreement

An Indian law-governed agreement establishing lifetime occupancy rights in a property, detailing rights, obligations, and conditions between property owner and occupant.

find out more

Nominee Declaration Of Trust

An Indian law-governed document establishing a trust relationship where a nominee holds legal title while acknowledging another party's beneficial ownership of assets.

find out more

Declaration Of Bare Trust And Agency Agreement

An Indian law-governed agreement establishing a bare trust arrangement and agency relationship between trustee and beneficiary, defining property holding and management terms.

find out more

Addendum To Trust Deed

An Indian law-governed document that amends an existing trust deed, modifying specific provisions while maintaining the original trust structure's integrity.

find out more

Grantor Trust Agreement

An Indian law-governed trust agreement that establishes a trust where the grantor retains certain powers over the trust assets, structured under the Indian Trusts Act, 1882.

find out more

Agreement Between Trust And Company

An Indian law-governed agreement establishing the legal and operational relationship between a trust and a company, outlining mutual rights and obligations.

find out more

Service Trust Agreement

An Indian law-governed agreement establishing a trust structure with integrated service provision arrangements, combining trust management and service delivery obligations.

find out more

Joint Revocable Trust Agreement

An Indian law-governed trust agreement allowing two settlors to jointly create a revocable trust for estate planning and asset management purposes.

find out more

Co Trustee Agreement

An Indian law-governed agreement establishing the relationship and responsibilities between multiple trustees managing the same trust.

find out more

Trust Purchase Agreement

An Indian law-governed agreement for the transfer of property or assets to a trust structure, outlining purchase terms and ensuring regulatory compliance.

find out more

Deed Of Trust And Security Agreement

An Indian law-governed document establishing both a trust structure and security arrangements over trust assets, combining asset management with security interests.

find out more

Deed Of Trust Subordination Agreement

An Indian law-governed agreement that establishes the priority and subordination of competing trust interests over property or assets, ensuring legal compliance with Indian trust regulations.

find out more

Joint Trust Agreement

An Indian law-governed agreement establishing a jointly managed trust structure, defining asset management and beneficiary rights under the Indian Trusts Act.

find out more

Trust Merger Agreement

An Indian law-governed agreement facilitating the merger of two or more trusts, detailing asset transfer, beneficiary rights, and post-merger governance structure.

find out more

Reinsurance Trust Agreement

An Indian law-governed agreement establishing a trust arrangement between reinsurer, insurer, and trustee for securing reinsurance obligations.

find out more

Real Estate Trust Agreement

An Indian law-compliant agreement establishing and governing a trust for real estate assets, defining roles, rights, and obligations of all parties involved.

find out more

Debenture Trustee Agreement

An Indian law-governed agreement appointing and regulating the duties of a debenture trustee for protecting debenture holders' interests under SEBI regulations.

find out more

Simple Declaration Of Trust

An Indian law-governed document that establishes a trust relationship, transferring assets from a settlor to trustees for the benefit of specified beneficiaries.

find out more

Revocable Declaration Of Trust

An Indian law-governed trust deed establishing a revocable trust structure with provisions for asset management, beneficiary rights, and trust administration.

find out more

Nominee Trust Agreement

An Indian law-governed agreement establishing a nominee trust arrangement for asset holding and management, detailing parties' rights and obligations.

find out more

Indemnity Deed Of Trust

An Indian law-governed trust deed that establishes a trust structure while providing indemnification provisions for trustees in their role as fiduciaries.

find out more

Trust Operating Agreement

An Indian law-governed agreement establishing operational procedures and governance framework for trust management and administration.

find out more

Commission Trust Agreement

An Indian law-governed agreement establishing a trust structure with commission-based compensation arrangements, defining roles, responsibilities, and payment terms.

find out more

Beneficial Trust Agreement

An Indian law-governed agreement establishing a trust relationship for managing assets on behalf of beneficiaries, subject to the Indian Trusts Act, 1882.

find out more

Bank Trust Account Agreement

An Indian law-governed agreement between a bank and trustee establishing terms for managing and operating a trust account under Indian banking and trust regulations.

find out more

Private Trust Agreement

An Indian law-governed agreement establishing a private trust relationship between settlor, trustees, and beneficiaries for asset management and distribution.

find out more

Deed Of Trust Loan Agreement

An Indian law-governed agreement establishing a trust structure combined with loan arrangements, detailing trust management and loan terms while ensuring compliance with Indian trust and banking regulations.

find out more

Construction Deed Of Trust

A legal instrument under Indian law establishing a trust structure for managing construction projects, combining trust administration with construction project oversight.

find out more

Contractual Trust Agreement

An Indian law-governed agreement establishing a contractual trust arrangement for asset management and wealth preservation, combining elements of trust and contract law.

find out more

Investment Trust Contract

A legally binding document under Indian law that establishes an investment trust, defining its structure, management, and operational framework.

find out more

Blind Trust Agreement

An Indian law-governed agreement establishing a blind trust structure where assets are managed independently by trustees without settlor's knowledge of specific investments, primarily used to prevent conflicts of interest.

find out more

Vehicle Trust Agreement

An Indian law-governed agreement establishing a trust for vehicle management and administration, defining trustee duties and beneficiary rights.

find out more

Irrevocable Trust Agreement

An Indian law-governed agreement establishing a permanent, irrevocable trust structure for asset transfer and management, with defined trustee powers and beneficiary rights.

find out more

Living Trust Agreement

An Indian law-governed agreement establishing a living trust for asset management and succession planning, structured under the Indian Trusts Act, 1882.

find out more

Deed Of Trust Agreement

An Indian law-governed agreement establishing a trust relationship between settlor, trustees, and beneficiaries for asset management and distribution.

find out more

Revocable Trust Agreement

An Indian law-governed trust agreement that enables asset transfer while allowing the settlor to maintain control and the right to modify or revoke the arrangement during their lifetime.

find out more

Land Trust Agreement

An Indian law-governed agreement establishing a trust for land assets, defining property transfer, management rights, and beneficiary interests.

find out more

Irrevocable Agreement

A legally binding document under Indian law establishing permanent, non-retractable commitments between parties, governed by the Indian Contract Act and related statutes.

find out more

Deed Of Subordination

An Indian law-governed deed that establishes priority rankings between different creditors by subordinating certain debt claims to others.

find out more

Investment Trust Agreement

A legal document governed by Indian law that establishes and regulates an investment trust, defining relationships between parties and setting operational parameters.

find out more

Declaration Of Trust For Shares

An Indian law-governed document establishing a trust arrangement for holding and managing company shares for the benefit of specified beneficiaries.

find out more

Family Trust Agreement

An Indian law-governed agreement establishing a family trust, defining asset management and beneficiary rights under the Indian Trusts Act.

find out more

Trust Fund Agreement

An Indian law-governed agreement establishing a trust fund, detailing asset transfer, management rules, and beneficiary rights under the Indian Trusts Act, 1882.

find out more

Loan Receipt Agreement

An Indian law-governed agreement documenting loan receipt, terms, and conditions between lender and borrower, including repayment obligations and security arrangements.

find out more

Collateral Trust Agreement

An Indian law-governed agreement establishing a trust structure for managing collateral assets, appointing a trustee and securing obligations for multiple beneficiaries.

find out more

Trust Settlement Agreement

An Indian law-governed agreement establishing a trust arrangement, defining asset transfer, management terms, and beneficiary rights under the Indian Trusts Act 1882.

find out more

Trust Agreement For Property

An Indian law-governed agreement establishing a property trust, defining property transfer, management terms, and beneficiary rights under the Indian Trusts Act, 1882.

find out more

Security Trust Agreement

An Indian law-governed agreement establishing a trust arrangement for holding and managing security interests on behalf of multiple beneficiaries, typically used in syndicated lending and structured finance transactions.

find out more

Trust Contract

An Indian law-governed document establishing a trust relationship between settlors, trustees, and beneficiaries, defining property management and distribution terms under the Indian Trusts Act, 1882.

find out more

Assignment Deed Of Trust

An Indian law-governed deed that transfers trustee responsibilities and trust property from an existing trustee to a new trustee, ensuring compliance with the Indian Trusts Act, 1882.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

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.