Trustee Contract Template for India

1. Charitable Purposes: Required for charitable trusts, defining charitable objectives and beneficiary classes

2. Investment Guidelines: Specific investment policies and restrictions, particularly for trusts with substantial financial assets

3. Co-Trustee Provisions: Required when multiple trustees are appointed, defining their relationship and decision-making process

4. Foreign Asset Provisions: Required when trust includes assets in foreign jurisdictions

5. Digital Asset Management: Provisions for handling digital assets and online accounts

6. Environmental Obligations: Required for trusts involving real estate or environmental responsibilities

7. Successor Trustee Provisions: Detailed provisions for succession planning beyond standard replacement procedures

1. Schedule A - Trust Property: Detailed inventory and description of all trust assets

2. Schedule B - Trustee Remuneration: Detailed fee structure and payment terms

3. Schedule C - Investment Guidelines: Specific investment policies, restrictions, and guidelines

4. Schedule D - Administrative Procedures: Detailed procedures for trust administration and reporting

5. Schedule E - Beneficiary Details: Complete list of beneficiaries and their entitlements

6. Appendix 1 - Key Contact Information: Contact details for all relevant parties

7. Appendix 2 - Required Forms: Standard forms for trust administration and reporting

8. Appendix 3 - Compliance Checklist: Regulatory and compliance requirements checklist