Part 1: Details of Applicant


PART 2: SERVICES REQUIRED FROM LEGATEE TRUST SERVICES


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


6. BRIEF DESCRIPTION OF THE NATURE AND VALUE OF ASSETS TO BE HELD BY THE TRUST


IMMOVABLE PROPERTY


PRIVATE COMPANY AND/OR CLOSE CORPORATION


LISTED INVESTMENTS


FOREIGN INVESTMENTS


CASH AND CASH EQUIVALENTS


OTHER


ESTIMATED TOTAL ASSETS TO BE HELD BY THE TRUST


7. DOCUMENTATION REQUIRED


8. DECLARATION BY CLIENT TO AUTHORISE LEGATEE TRUST SERVICES TO PROVIDE A QUOTE