Trust Information:

Trust Name*  

Settlor 1
First name*
Middle name
Last name
 
 
 
  Town*
 
  Occupation*
 
  Giftor ?*
Yes/No
  IRD Number
 
Settlor 2
First name
Middle name
Last name
 
 
 
  Town
 
  Occupation
 
  Giftor ?
Yes/No
  IRD Number
 
Beneficiaries
First name
Middle name
Last name
  Hereditary 1*
     
  Hereditary 2
     
  Non-Hereditary 1
     
  Non-Hereditary 2
     
  Non-Hereditary 3
     
  Non-Hereditary 4
     
  Non-Hereditary 5
     
Final Beneficiaries
(Leave blank for discretionary)
First name
Middle name
Last name
  Final beneficiary 1
     
  Final beneficiary 2
     
  Final beneficiary 3
     
  Final beneficiary 4
     
  Final beneficiary 5
     
  Final beneficiary 6
     
  Final beneficiary 7
     
  Final beneficiary 8
     
  Final beneficiary 9
     
  Final beneficiary 10
     

Trustee 1
First name*
Middle name
Last name
 
 
 
  Town*
 
  Occupation*
 

Trustee 2
First name*
Middle name
Last name
 
 
 
  Town*
 
  Occupation*
 

Trustee 3
First name
Middle name
Last name
 
 
 
  Town
 
  Occupation
 

Trustee4
First name
Middle name
Last name
 
 
 
  Town
 
  Occupation
 

Trustee 5
First name
Middle name
Last name
 
 
 
  Town
 
  Occupation
 
Persons with power to hire and fire Trustees
(settlors if blank)		      
  Person 1 name
 
  Person 2 name
 

Date trust setup
(today if blank)

  

* - compulsory fields

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