These are the templates we use which will help you get started in setting up your own administration documents.
- Foundation Trust
- Meetings and Annual Reports
- 2.1 Foundation Trust Meeting Agenda REV 211.83 KBPreview19 October 2023Downloads: 30Meetings and Annual Reports
- 2.2 Foundation Trust AGM Minutes REV 211.17 KBPreview19 October 2023Downloads: 21Meetings and Annual Reports
- Administration
- Other Useful Information
- Society of Trusts and Estate Practitioners Standard & Special Provisions V.3210.72 KBPreview9 November 2023Downloads: 26Other Useful Information
- PMA
- Administration
- AGM
- Private Trust Administration
- Declaration Documents
- Declaration to DVLA of Transfer of Car in to Trust28.67 KBPreview30 October 2023Downloads: 32Declaration Documents
- General Administration
- Land Registry RXC Form219.85 KBPreview10 October 2023Downloads: 19General Administration
Use this form if your restrictor approves the disposition/charge
- Amendment Confirmation Record17.22 KBPreview10 October 2023Downloads: 18General Administration
Record any changes you make to your trust with this document
- Sustenance Record17.63 KBPreview10 October 2023Downloads: 18General Administration
Use this document to record any payouts, this discharges the trustees liability
- Settlement Receipt15.00 KBPreview10 October 2023Downloads: 16General Administration
Use this template to create a record of a new asset being put in to trust
- Annual Reports
- Record of Trust Assets19.73 KBPreview10 October 2023Downloads: 17Annual Reports
An abridged version of the asset listing to file with your minutes
- Resource Library
- Equity and Trusts – Alistair Hudson – 6th Edition5.38 MBPreview10 October 2023Downloads: 17Resource Library
- Abridged List of Duties and Powers of Trustees Rev 155.14 KBPreview10 October 2023Downloads: 14Resource Library