All Countries
Real Estate
Deed Of Amendment Trust

Deed Of Amendment Trust Template for New Zealand

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

4.6 / 5
4.8 / 5

Let's create your Deed Of Amendment Trust

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:

Deed Of Amendment Trust

"I need a Deed of Amendment Trust to update our family trust deed by adding two new adult beneficiaries and removing a retiring trustee, with the changes to take effect from March 1, 2025."

Celebrated by
Collaborations with
Investors
Document background
The Deed of Amendment Trust is a crucial document in New Zealand trust law, used when modifications to an existing trust deed are required. Common situations necessitating this document include updating trustee powers to align with the Trusts Act 2019, changing beneficiary provisions, modifying administrative procedures, or adapting to new family or business circumstances. The deed must carefully detail all proposed amendments while ensuring compliance with both the original trust deed's variation powers and current New Zealand legislation. It requires proper execution by authorized parties and may need supporting documentation such as legal advice certificates or beneficiary consents. This document is particularly important following the implementation of the Trusts Act 2019, which introduced new trustee duties and trust administration requirements.
Suggested Sections

1. Parties: Identifies all parties to the deed including the current trustees, settlor (if alive and if participation required), and any other relevant parties

2. Background: Recitals explaining the existence of the original trust, date of establishment, any previous amendments, and the reason for current amendments

3. Definitions: Defines key terms used in the deed, including references to the Original Trust Deed and any previous amendments

4. Interpretation: Sets out rules for interpreting the deed, including relationship with original trust deed

5. Confirmation of Amendment Power: Confirms the power to amend the trust deed and cites relevant clauses from original trust deed

6. Amendments: Clearly states each amendment being made to the trust deed, with specific reference to affected clauses

7. Confirmation: Confirms that all other provisions of the original trust deed remain unchanged

8. Effective Date: Specifies when the amendments take effect

9. Execution: Formal execution block meeting requirements of NZ law for deeds

Optional Sections

1. Consent of Interested Parties: Required when consent of beneficiaries or other interested parties is needed for specific amendments

2. Tax Declarations: Include when amendments have specific tax implications that need to be acknowledged

3. Variation of Trustee Powers: Required when amendments affect trustee powers or duties

4. Variation of Beneficiary Rights: Include when amendments affect beneficiary entitlements or classes

5. Appointor Provisions: Required when amendments relate to appointor powers or succession

6. Compliance Statement: Include when amendments need to specifically address compliance with particular legislation or trust provisions

Suggested Schedules

1. Schedule 1 - Original Trust Deed: Copy or reference to the original trust deed

2. Schedule 2 - Previous Amendments: Copies or references to any previous deeds of amendment

3. Schedule 3 - Detailed Amendments: Comprehensive list of specific amendments, including old and new clause wording

4. Schedule 4 - Consents: Written consents from relevant parties if required

5. Schedule 5 - Certificate of Independent Legal Advice: If required, certificates confirming parties received independent legal advice

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 Industries

Legal Services

Financial Services

Wealth Management

Real Estate

Family Business

Charitable Organizations

Education

Healthcare

Agriculture

Professional Services

Relevant Teams

Legal

Compliance

Wealth Management

Trust Administration

Private Client Services

Corporate Secretarial

Risk Management

Estate Planning

Financial Advisory

Document Management

Relevant Roles

Trust Lawyer

Estate Planning Attorney

Trustee

Trust Administrator

Legal Counsel

Wealth Manager

Financial Advisor

Company Secretary

Trust Account Manager

Compliance Officer

Private Client Advisor

Family Office Manager

Industries
Trusts Act 2019: The primary legislation governing trusts in New Zealand, covering trustee duties, powers, appointment, removal, and trust administration requirements
Property Law Act 2007: Governs the execution requirements for deeds and property-related trust provisions in New Zealand
Contract and Commercial Law Act 2017: Provides the legal framework for contractual relationships and electronic transactions, relevant to the deed's formation and execution
Income Tax Act 2007: Governs the tax implications of trust amendments and ongoing trust administration
Charities Act 2005: Relevant if the trust has charitable purposes, governing registration and compliance requirements for charitable trusts
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

Deed Of Bare Trust

A New Zealand legal document establishing a bare trust arrangement where trustees hold assets solely as directed by beneficiaries, with minimal active duties.

find out more

Deed Of Amendment Trust

A New Zealand legal document used to modify an existing trust deed's terms, complying with the Trusts Act 2019 and requiring formal execution by relevant parties.

find out more

Registered Trust Deed

A New Zealand law-governed deed that establishes and registers a formal trust structure, defining trustee powers, beneficiary rights, and trust administration procedures.

find out more

Definitive Trust Deed

A New Zealand law-governed deed establishing a trust and defining its terms, beneficiaries, and trustee obligations under the Trusts Act 2019.

find out more

Deed Of Amendment And Restatement

A New Zealand law-governed deed that amends and restates an existing agreement, combining all changes into a single updated document while preserving the original agreement's history.

find out more

Trust Deed And Mortgage

A New Zealand law-governed document that establishes a trust structure and secures a mortgage against trust property, combining trust administration and security arrangements.

find out more

Bare Trust Deed

A New Zealand legal document establishing a bare trust arrangement where trustees hold property with minimal duties under the Trusts Act 2019.

find out more

Deed Of Appointment Trust

A New Zealand legal document that formally appoints new trustees to an existing trust and defines their roles and responsibilities under NZ law.

find out more

Property Trust Deed

A New Zealand legal document establishing a trust for holding and managing real estate assets, governed by the Trusts Act 2019.

find out more

Deed Of Vesting Of Trust

A New Zealand legal document that formally transfers trust property from trustees to new trustees or beneficiaries, governed by the Trusts Act 2019.

find out more

Deed Of Reconveyance

A New Zealand legal document that transfers property back to its original owner after mortgage satisfaction, releasing the lender's security interest.

find out more

Trust Deed Variation To Exclude Foreign Beneficiaries

A New Zealand trust deed variation document that modifies an existing trust to exclude foreign beneficiaries, ensuring compliance with local trust and overseas investment laws.

find out more

Deed Of Variation Trust Deed

A New Zealand legal document that modifies the terms of an existing trust deed, operating under NZ trust law and the Trusts Act 2019.

find out more

Land Trust Deed

A New Zealand legal document establishing a trust for holding and managing land assets, governed by NZ trust law and property legislation.

find out more

Deed Of Termination Of Trust

A legal document under New Zealand law that formally terminates a trust arrangement and establishes the framework for distributing trust assets to beneficiaries.

find out more

Supplemental Deed

A New Zealand law-governed formal document that modifies or supplements an existing deed arrangement while maintaining its legal formality and enforceability.

find out more

Community Trust Deed

A New Zealand legal document establishing a trust for community benefit purposes, setting out its governance, objectives, and operational framework under NZ trust law.

find out more

Business Trust Deed

A New Zealand legal document establishing a business trust structure, defining its governance, operational framework, and compliance requirements under NZ law.

find out more

Replacement Trust Deed

A New Zealand law-governed deed that replaces an existing trust deed while maintaining the trust's core elements and updating its provisions to current legal standards.

find out more

Life Insurance Trust Deed

A New Zealand-governed deed establishing a trust to hold and manage life insurance policies, specifying trustee powers and beneficiary rights under NZ law.

find out more

Deed Of Gift To Trust

A New Zealand legal document that formalizes the transfer of assets from a donor to a trust, governed by NZ trust law including the Trusts Act 2019.

find out more

Declaration Of Trust Joint Tenancy

A New Zealand legal document establishing trust arrangements for property held in joint tenancy, defining rights and obligations of joint tenants under NZ property law.

find out more

Promissory Note Secured By Deed Of Trust

A New Zealand law-governed document combining a promise to pay with security held in trust, establishing both debt obligations and asset-based security arrangements.

find out more

Irrevocable Inter Vivos Deed Of Gift

A New Zealand legal document that permanently transfers property or assets from a Donor to a Donee during the Donor's lifetime, creating an irrevocable gift under NZ law.

find out more

Living Trust Deed

A New Zealand-governed legal document establishing a living trust structure for asset management and distribution under the Trusts Act 2019.

find out more

Flexible Trust Deed

A New Zealand law-governed trust deed establishing a flexible trust structure with broad discretionary powers for efficient asset management and distribution.

find out more

All Inclusive Trust Deed

A comprehensive legal document used to establish and govern trusts under New Zealand law, setting out trustee powers, beneficiary rights, and trust administration requirements.

find out more

Testamentary Trust Deed

A New Zealand legal document that establishes a trust through a will, governing the management and distribution of assets after death under NZ trust law.

find out more

Note And Deed Of Trust

A New Zealand legal document that combines a promissory note with trust arrangements, establishing both debt obligations and trust management structures under NZ law.

find out more

Inter Vivos Deed

A New Zealand-compliant deed for transferring property or rights between living persons, requiring formal execution and witnessing under NZ law.

find out more

Revocable Deed Of Trust

A New Zealand legal document establishing a revocable trust arrangement where the settlor maintains the right to modify or terminate the trust during their lifetime.

find out more

Life Trust Deed

A New Zealand legal document establishing a trust structure for lifetime asset management and distribution, governed by the Trusts Act 2019.

find out more

Second Trust Deed

A New Zealand legal document that modifies or supplements an existing trust arrangement, governed by the Trusts Act 2019.

find out more

Irrevocable Deed

A binding legal instrument under New Zealand law creating irrevocable obligations between parties, requiring formal execution and witnessing.

find out more

Master Trust Deed

A New Zealand law-governed foundational document establishing a master trust structure, setting out operational terms and regulatory compliance requirements for collective investment arrangements.

find out more

Declaration Of Trust

A New Zealand law-governed document that establishes a trust arrangement, defining the terms under which trustees manage assets for beneficiaries.

find out more

Declaration Of Trust Tenants In Common

A New Zealand legal document establishing trust arrangements for property co-ownership as tenants in common, defining ownership shares and management responsibilities.

find out more

Security Trust Deed

A New Zealand-governed legal document establishing a trust arrangement for holding and managing security interests on behalf of multiple secured parties, typically in financing arrangements.

find out more

Family Trust Deed

A New Zealand-compliant legal document establishing a family trust, defining its structure, management, and beneficiaries under NZ trust law.

find out more

Deed Of Debt

A New Zealand legal instrument that formally documents and makes enforceable a debt obligation between parties, including terms for repayment and security.

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.