AI Document Drafter | Trust Matrix

Document Templates

📜

Trust Deed

Discretionary, Bare, IIP, DGT

📝

Trustee Minutes

Meeting minutes and resolutions

💰

Distribution Resolution

Capital or income distribution

✉️

Letter of Wishes

Settlor guidance to trustees

👤

Trustee Appointment

Appoint new trustee

👋

Trustee Retirement

Retire existing trustee

Document Details

Trust Information

Trust Name

Trust Type

Date of Settlement

Settlor Details

Full Name

Address

Settlement

Initial Settlement (£)

Trust Period (Years)

Beneficiaries

Beneficiary Class

Additional Provisions

Special Clauses (Optional)

Meeting Details

Trust Name

Meeting Date

Meeting Time

Venue

Attendees

Trustees Present

Resolutions

Matters Discussed & Resolved

Trust Details

Trust Name

Resolution Date

Distribution Details

Distribution Type

Amount (£)

Beneficiary Name

Beneficiary Address

Purpose / Reason

Trustees

Approving Trustees

Trust Information

Trust Name

Date of Letter

Settlor Details

Settlor Name

Settlor Address

Wishes Regarding Beneficiaries

Primary Beneficiaries & Wishes

Describe who you wish to benefit and in what circumstances

Distribution Guidance

When to Distribute

Any Restrictions or Conditions

Additional Wishes

Other Guidance for Trustees

Trust Information

Trust Name

Trust Deed Date

Appointment Date

Appointor Details

Who is Making the Appointment

Appointor Name(s)

New Trustee Details

New Trustee Name

New Trustee Address

Trustee Type

Existing Trustees

Current Trustees (who will continue)

Trust Information

Trust Name

Trust Deed Date

Retirement Date

Retiring Trustee

Retiring Trustee Name

Retiring Trustee Address

Reason for Retirement (Optional)

Continuing Trustees

Trustees Who Will Continue

At least one trustee (or two individuals) must continue

Replacement Trustee (if applicable)

New Trustee Name (Optional)

New Trustee Address

Generated Document

📄

Select a template and fill in the details,
then click "Generate Document"