APPLICATION FOR A TRUST/TRUSTEESHIP WITH LEGATEE TRUST SERVICES - UPDATE 2023

Part 1: Details of Applicant


PART 3: ABOUT THE TRUST

Please make sure you provide sufficient information to assist you with your request.


DETAILS ABOUT THE TRUST


FOR TAXATION PURPOSES, WILL THE TRUST BE REGISTERED:


4. PARTIES TO THE TRUST

MINIMUM OF 1 BENEFICIARY AND 2 TRUSTEES. AT LEAST 1 INDEPENDENT TRUSTEE


INDEPENDENT TRUSTEE


FOUNDER


TRUSTEE/TRUSTEES


BENEFICIARY/BENEFICIARIES


INCOME BENEFICIARY


CAPITAL BENEFICIARY


PART 5: THE TRUST ASSETS

 TRANSFER OF ASSETS INTO THE TRUST


DONATION


INHERITANCE


SALE AGREEMENT


8. DECLARATION BY CLIENT