Trust Reference No: {{ $trust->id }}
Trust Code: {{ $trust->trust_code ?? 'N/A' }}
Date: {{ date('d F Y') }}
This Trust Document is hereby made on this {{ date('d') }} day of {{ date('F') }}, {{ date('Y') }}, by and between {{ strtoupper($trust->client ? $trust->client->full_name : 'The Settlor') }} (hereinafter referred to as "the Settlor"), NRIC/Passport No: {{ $trust->client ? $trust->client->ic_number : '_________________________' }}, of {{ $trust->client ? $trust->client->address : '_________________________' }}.
WHEREAS, the Settlor desires to create and establish a Trust (hereinafter referred to as "the Trust") for the purposes of managing and distributing Trust property in accordance with the terms and conditions set forth herein;
NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, the Settlor hereby establishes this Trust and declares the terms and conditions thereof as follows:
| Particulars | Details |
|---|---|
| Trust Name | {{ $trust->trust_name ?? 'Not Specified' }} |
| Trust Type | {{ $trust->getTrustTypeLabel() }} |
| Trust Purpose | {{ $trust->trust_purpose ?? 'General estate and asset management' }} |
| Additional Instructions | {{ $trust->additional_instructions }} |
The following persons are hereby appointed as Trustees of this Trust:
| No. | Full Name | NRIC/Passport | Address | Contact |
|---|---|---|---|---|
| {{ $loop->iteration }} | {{ strtoupper($trustee->full_name ?? 'N/A') }} | {{ $trustee->ic_number ?? 'N/A' }} | {{ $trustee->address ?? 'N/A' }} | {{ $trustee->phone ?? $trustee->email ?? 'N/A' }} |
[No trustees appointed]
@endifThe following persons are hereby designated as beneficiaries of this Trust:
| No. | Full Name | Relationship | NRIC/Passport | Contact |
|---|---|---|---|---|
| {{ $loop->iteration }} | {{ strtoupper($beneficiary->full_name ?? 'N/A') }} | {{ $beneficiary->relationship ?? 'N/A' }} | {{ $beneficiary->ic_number ?? 'N/A' }} | {{ $beneficiary->phone ?? $beneficiary->email ?? 'N/A' }} |
[No beneficiaries designated]
@endifThe Settlor hereby transfers and assigns to the Trustees the following assets to constitute the Trust estate:
| No. | Asset Description | Category | Estimated Value (RM) |
|---|---|---|---|
| {{ $loop->iteration }} | {{ $asset->description ?? 'N/A' }} | {{ $asset->asset_type ?? 'N/A' }} | RM {{ number_format($asset->estimated_value ?? 0, 2) }} |
Total Trust Asset Value: RM {{ number_format($totalAssetValue, 2) }}
@else[No trust assets specified]
@endifThe Trustees shall distribute Trust income and principal to beneficiaries as follows:
| No. | Beneficiary | Allowance Type | Monthly Amount (RM) | Purpose |
|---|---|---|---|---|
| {{ $loop->iteration }} | {{ $allowance->beneficiary_name ?? 'N/A' }} | {{ $allowance->allowance_type ?? 'N/A' }} | RM {{ number_format($allowance->monthly_amount ?? 0, 2) }} | {{ $allowance->purpose ?? 'Maintenance and support' }} |
[No allowances specified]
@endifThe Trustees shall make the following specific gifts to designated recipients:
| No. | Recipient | Gift Description | Value (RM) |
|---|---|---|---|
| {{ $loop->iteration }} | {{ $gift->recipient_name ?? 'N/A' }} | {{ $gift->description ?? 'N/A' }} | RM {{ number_format($gift->value ?? 0, 2) }} |
[No gifts or bequests specified]
@endifThe following Guardian and Caretaker allowances are authorized:
| No. | Guardian/Caretaker | Monthly Allowance (RM) | Purpose |
|---|---|---|---|
| {{ $loop->iteration }} | {{ $allowance->guardian_name ?? 'N/A' }} | RM {{ number_format($allowance->monthly_allowance ?? 0, 2) }} | {{ $allowance->purpose ?? 'Guardianship support' }} |
[No guardian or caretaker allowances specified]
@endifTrustees and administrators are authorized the following allowances for their services:
| No. | Administrator | Monthly Allowance (RM) | Role |
|---|---|---|---|
| {{ $loop->iteration }} | {{ $allowance->administrator_name ?? 'N/A' }} | RM {{ number_format($allowance->monthly_allowance ?? 0, 2) }} | {{ $allowance->role ?? 'Administrator' }} |
[No administrator allowances specified]
@endifThe Trustees are authorized to make the following charitable donations from Trust income or principal:
| No. | Recipient/Organization | Donation Amount (RM) | Purpose |
|---|---|---|---|
| {{ $loop->iteration }} | {{ $donation->recipient_name ?? 'N/A' }} | RM {{ number_format($donation->amount ?? 0, 2) }} | {{ $donation->purpose ?? 'Charitable contribution' }} |
[No charitable donations specified]
@endif{{ $lifetimelabel }}
@if($trust->trust_ending_instructions)Special Ending Instructions: {{ $trust->trust_ending_instructions }}
@endifThe Trustees shall have full power and authority to:
• Collect, receive, and hold all Trust property;
• Invest and reinvest Trust funds in such securities and property as they deem fit;
• Buy, sell, lease, mortgage, and pledge Trust property;
• Pay debts, taxes, and expenses of the Trust;
• Distribute income and principal to beneficiaries according to the terms hereof;
• Employ agents and advisors as necessary;
• Do all things necessary for the proper management and administration of the Trust.
This Trust shall be governed by and construed in accordance with the laws of Malaysia. Any disputes arising from the interpretation or administration of this Trust shall be resolved in accordance with Malaysian law and the jurisdiction of the Malaysian courts.
IN WITNESS WHEREOF
Dated this {{ date('d') }} day of {{ date('F') }}, {{ date('Y') }}
_______________________________
{{ strtoupper($trust->client ? $trust->client->full_name : 'The Settlor') }}
Signature of Settlor
NRIC/Passport: {{ $trust->client ? $trust->client->ic_number : '_________________________' }}
WITNESSED BY
| No. | Witness Name | Signature | NRIC/Passport |
|---|---|---|---|
| 1 | |||
| 2 |
LAWYER ATTESTATION
I, the undersigned Advocate & Solicitor of the High Court of Malaya, do hereby certify that:
• I have verified the identity of the Settlor through their original NRIC/Passport;
• The Settlor appeared to be of sound mind and understood the nature and effect of this Trust Deed;
• This Trust was created in accordance with the laws of Malaysia;
• I have witnessed the execution of this Trust Deed by the Settlor.
Digital Signature: _______________________________
Date & Time of Attestation: {{ date('d F Y, h:i A') }}
Name of Lawyer: {{ ($trust->assignedLawyer ? $trust->assignedLawyer->name : 'Not Assigned') }}
Firm: _________________________
Office Address: _________________________
This digital signature is affixed in accordance with the Electronic Commerce Act 2006 and the Digital Signature Act 1997 of Malaysia.
THIS IS A PREVIEW OF THE TRUST DOCUMENT
Trust Reference: {{ $trust->id }} | Trust Code: {{ $trust->trust_code ?? 'N/A' }} | Generated: {{ date('d F Y, h:i A') }}