A Trust On Death Deed is commonly used in England and Wales as part of estate planning to provide for the smooth transfer of assets upon death while potentially reducing inheritance tax liability. This document is particularly useful when individuals wish to maintain control of their assets during their lifetime while ensuring specific beneficiaries receive designated assets upon their death. The deed must comply with strict legal requirements under English trust law and should be carefully drafted to ensure it achieves its intended purpose while remaining legally valid and enforceable.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Parties: Details of settlor, trustees, and beneficiaries
2. Background: Context and purpose of the trust deed
3. Definitions: Key terms used throughout the deed
4. Declaration of Trust: Formal creation of the trust and its terms
5. Trust Property: Description of assets being placed in trust
6. Trustee Powers: Powers granted to trustees to manage the trust
7. Distribution Provisions: How and when assets are to be distributed
8. Execution: Signature blocks and attestation
1. Replacement of Trustees: Process for appointing new trustees - include if multiple trustees
2. Investment Powers: Specific investment authorities - include if trust includes investment assets
3. Administrative Provisions: Detailed management procedures - include for complex trusts
4. Tax Provisions: Specific tax planning clauses - include if tax planning is a key objective
1. Schedule 1: Trust Property: Detailed description of assets placed in trust
2. Schedule 2: Beneficiaries: Full details of beneficiaries and their entitlements
3. Schedule 3: Trustee Powers: Comprehensive list of trustee powers (if extensive)
Authors
Relevant legal definitions
Clauses
Relevant Industries
Relevant Teams
Relevant Roles
Find the exact document you need
Trust Deed Variation
An England & Wales legal document modifying trust terms under the Variation of Trusts Act 1958.
find out more
Property Trust Deed
An England & Wales legal document establishing trust arrangements over real property, detailing interests and trustee powers.
find out more
Deed Of Trust Note
A legal contract in England & Wales outlining terms for the sale and transfer of property ownership.
find out more
Home Equity Conversion Deed Of Trust
A legal document under English and Welsh law that secures a reverse mortgage or equity release arrangement through a trust structure.
find out more
Unreleased Deed Of Trust
A legal document under English and Welsh law establishing an active trust arrangement where trustees hold assets for beneficiaries, pending formal release.
find out more
Revolving Credit Deed Of Trust
An English law document establishing a trust structure to secure revolving credit facilities, combining lending arrangements with security held in trust.
find out more
Note Secured By Deed Of Trust Straight Note
An English law governed secured promissory note utilizing a trust structure to hold security for the benefit of the lender.
find out more
Money Trust Deed
A legal document under English law establishing a trust for managing monetary assets and defining trustee powers and beneficiary rights.
find out more
Joint Tenancy Deed Of Trust
A legal document under English and Welsh law establishing trust arrangements between joint property owners and defining their rights and responsibilities.
find out more
Home Equity Conversion Second Deed Of Trust
A security instrument under English and Welsh law that creates a second charge over property for home equity conversion loans.
find out more
Existing First Trust Deed Loan
A legal document under English and Welsh law establishing a first-priority security interest in real property through a trust arrangement.
find out more
Deed Of Partial Reconveyance
A legal document under English and Welsh law that releases a specific portion of mortgaged property from the original mortgage security.
find out more
Commission Approved Deed Of Trust
A legally binding trust document approved by the Charity Commission under England and Wales law, establishing trustee obligations and beneficiary rights.
find out more
Absolute Trust Deed
A legal document under English and Welsh law creating an irrevocable trust arrangement for permanent transfer of assets to beneficiaries.
find out more
Trust On Death Deed
A legal document under English and Welsh law that creates a trust taking effect upon death, transferring property to beneficiaries while maintaining settlor's lifetime control.
find out more
Deed Of Trust Beneficiary
A legal document under English and Welsh law that establishes beneficiary rights and entitlements within a trust arrangement.
find out more
Second Deed Of Trust Promissory Note
A legal instrument under English and Welsh law creating a secondary secured interest in property, combining a promissory note with a deed of trust.
find out more
Short Deed Of Trust
A concise legal document under English and Welsh law establishing a trust relationship and defining asset management responsibilities.
find out more
Reverse Mortgage Deed Of Trust
An English law deed creating a trust arrangement to secure a reverse mortgage loan, establishing rights and obligations between lender, borrower, and trustee.
find out more
Grant Deed To A Revocable Trust
A legal instrument under English and Welsh law used to transfer property into a revocable trust structure, maintaining grantor control while establishing beneficial ownership.
find out more
Grant Deed And Deed Of Trust
A legal instrument under English and Welsh law that combines property transfer with trust creation, establishing trustee duties and beneficiary rights.
find out more
Future Advance Deed Of Trust
An English law security instrument that enables property-based lending with provision for future advances under the same security arrangement.
find out more
Warranty Deed And Deed Of Trust
An English law document combining property transfer warranties with trust establishment provisions.
find out more
Deed Of Beneficial Interest
A formal legal document under English and Welsh law establishing beneficial ownership rights where property is legally owned by another party.
find out more
Declaration Of Trust Sole Owner
A legal document under English and Welsh law where a sole owner declares they hold assets in trust, establishing terms and beneficiaries.
find out more
Quitclaim Deed Irrevocable Trust
A legal instrument under English and Welsh law establishing an irrevocable trust through complete release of property rights from settlor to trustees for beneficiaries' benefit.
find out more
Wraparound Deed Of Trust
A legal instrument under English and Welsh law creating a trust arrangement that wraps around existing financing while enabling additional borrowing.
find out more
Credit Line Deed Of Trust
An English law document establishing a trust arrangement to secure obligations under a credit facility.
find out more
Joint Trust Deed
An English law document establishing a trust arrangement with multiple settlors, defining trustee powers and beneficiary rights.
find out more
Deed Of Trust And Security Agreement
An English law document establishing both trust arrangements and security interests over assets, combining asset protection with security rights enforcement.
find out more
Pocket Deed Of Trust
A simplified trust deed under English and Welsh law that establishes basic trust arrangements in a condensed format.
find out more
Deed Of Advancement Terminating Trust
A legal document under English law that terminates a trust by advancing all assets to beneficiaries.
find out more
Partial Claim Deed Of Trust
A legal document under English law establishing a trust relationship over a partial claim, defining trustee powers and beneficiary rights.
find out more
Master Deed Of Trust
A legal document under English and Welsh law establishing the framework for managing trust assets and defining the rights and obligations of all parties involved.
find out more
Deed Of Beneficial Ownership
A formal English law deed establishing and recording beneficial ownership rights separate from legal title to assets.
find out more
Commercial Deed Of Trust
A legal document under English and Welsh law establishing a trust arrangement for commercial purposes, defining trustee powers and beneficiary rights.
find out more
Charity Trust Deed
A legal document under English and Welsh law that establishes and governs a charitable trust, defining its purposes and operational framework.
find out more
Seller Financed Deed Of Trust
A legal instrument under English law creating a trust arrangement where property sellers finance buyers through a trustee-held security arrangement.
find out more
Personal Injury Trust Deed
A legal document under English and Welsh law establishing a trust to manage personal injury compensation while protecting benefit entitlements.
find out more
Junior Deed Of Trust
An English law document creating a secondary trust arrangement, defining asset management and beneficiary rights under a subordinate trust structure.
find out more
Deed Of Ratification Trust Deed
A formal legal document under English and Welsh law used to confirm and validate the terms and provisions of an existing trust deed.
find out more
Community Trust Deed
A legal document under English and Welsh law establishing a trust for community benefit, defining assets, trustees, beneficiaries, and governance structures.
find out more
Business Trust Deed
A legal document under English and Welsh law establishing a trust structure for business assets, defining relationships between settlors, trustees, and beneficiaries.
find out more
Supplemental Deed Of Trust
A legal document under English and Welsh law that modifies or supplements an existing trust deed without revoking the original trust arrangement.
find out more
Subordinate Deed Of Trust
An English law deed establishing a trust arrangement with subordinated rights and interests, commonly used in financing and asset management.
find out more
Revocable Deed
A formal legal instrument under English and Welsh law that creates or conveys rights or obligations while maintaining the grantor's power to revoke.
find out more
Replacement Trust Deed
An English law deed that enables the replacement of existing trustees with new trustees while maintaining the original trust structure.
find out more
Purchase Money Deed Of Trust
A legal document under English and Welsh law creating a security interest in property to secure a purchase money loan, involving a three-party arrangement between lender, borrower, and trustee.
find out more
Performance Deed Of Trust
An English law trust deed that links trust distributions to achievement of specified performance conditions.
find out more
Notarial Deed Of Trust
A formally authenticated trust deed executed before a Notary Public under English and Welsh law, establishing terms for asset management and distribution.
find out more
Leasehold Deed Of Trust
A legal document under English law establishing trust arrangements for beneficial ownership of leasehold property.
find out more
Life Insurance Trust Deed
A legal document under English and Welsh law establishing a trust to hold and manage a life insurance policy and its proceeds.
find out more
Revocable Gift Deed
A legal document under English law allowing transfer of assets while retaining revocation rights.
find out more
Floating Deed Of Trust
An English law document creating a floating security interest over changing assets through a trust structure.
find out more
Declaration Of Trust Joint Tenancy
An English law document establishing rights and responsibilities between joint property owners, recording ownership shares and management arrangements.
find out more
Promissory Note Secured By Deed Of Trust
An English law document combining a debt obligation with trust-based security arrangements.
find out more
Irrevocable Inter Vivos Deed Of Gift
A formal deed under English and Welsh law that permanently transfers ownership of property or assets from one party to another during the donor's lifetime.
find out more
Living Trust Deed
An English law document creating a trust during the settlor's lifetime for asset management and distribution.
find out more
Flexible Trust Deed
An English law deed creating a discretionary trust structure with flexible powers for trustees to manage and distribute assets.
find out more
Deed Of Trust Loan Agreement
An English law document establishing both loan terms and trust arrangements for managing loan assets.
find out more
Construction Deed Of Trust
A legal document under English and Welsh law establishing a trust arrangement for managing construction project funds and assets.
find out more
Debt Trust Deed
An English law document establishing a trust structure for managing debt securities and protecting bondholder interests.
find out more
All Inclusive Trust Deed
A comprehensive trust establishment document under English and Welsh law that defines all aspects of trust operation and management.
find out more
Testamentary Trust Deed
An English law document that establishes a trust within a will, defining how assets are managed and distributed after death.
find out more
Inter Vivos Deed
A formal legal document under English law used to transfer property or rights during the grantor's lifetime.
find out more
Revocable Deed Of Trust
A legal document under English and Welsh law creating a modifiable trust arrangement for asset management, with retained rights of revocation by the settlor.
find out more
Life Trust Deed
A legal instrument under English law that establishes a trust operating during the settlor's lifetime, transferring assets to trustees for beneficiaries' benefit.
find out more
Second Trust Deed
An English law document that modifies or updates an existing trust arrangement, maintaining legal compliance while adapting to new circumstances.
find out more
Irrevocable Deed
A binding legal instrument under English and Welsh law that creates permanent, irrevocable obligations between parties.
find out more
Master Trust Deed
A comprehensive legal document under English and Welsh law that establishes and governs a trust structure, defining all aspects of its operation and administration.
find out more
Promissory Note And Deed Of Trust
A combined legal instrument under English and Welsh law that evidences debt through a promissory note while securing it via a trust structure.
find out more
Declaration Of Trust
A legal document under English law that records beneficial ownership of property or assets held by trustees.
find out more
Irrevocable Deed Of Gift
A legal document under English and Welsh law that permanently transfers ownership of property or assets without consideration.
find out more
Family Trust Deed
A legal document under English and Welsh law establishing a trust arrangement for family assets and their management.
find out more
Deed Of Debt
A formal legal document under English and Welsh law that creates or acknowledges a debt obligation, executed as a deed for enhanced enforceability.
find out more
³Ò±ð²Ô¾±±ð’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; ³Ò±ð²Ô¾±±ð’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
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)