{{ strtoupper($trust->getTrustTypeLabel()) }}

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 : '_________________________' }}.

FIRST: RECITALS

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:

SECOND: TRUST PURPOSE AND TYPE

@if($trust->additional_instructions) @endif
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 }}

THIRD: APPOINTMENT OF TRUSTEES

@if($trust->trustees && $trust->trustees->count() > 0)

The following persons are hereby appointed as Trustees of this Trust:

@foreach($trust->trustees as $trustee) @endforeach
No.Full NameNRIC/PassportAddressContact
{{ $loop->iteration }} {{ strtoupper($trustee->full_name ?? 'N/A') }} {{ $trustee->ic_number ?? 'N/A' }} {{ $trustee->address ?? 'N/A' }} {{ $trustee->phone ?? $trustee->email ?? 'N/A' }}
@else

[No trustees appointed]

@endif

FOURTH: TRUST BENEFICIARIES

@if($trust->beneficiaries && $trust->beneficiaries->count() > 0)

The following persons are hereby designated as beneficiaries of this Trust:

@foreach($trust->beneficiaries as $beneficiary) @endforeach
No.Full NameRelationshipNRIC/PassportContact
{{ $loop->iteration }} {{ strtoupper($beneficiary->full_name ?? 'N/A') }} {{ $beneficiary->relationship ?? 'N/A' }} {{ $beneficiary->ic_number ?? 'N/A' }} {{ $beneficiary->phone ?? $beneficiary->email ?? 'N/A' }}
@else

[No beneficiaries designated]

@endif

FIFTH: TRUST ASSETS

@if($trust->assets && $trust->assets->count() > 0)

The Settlor hereby transfers and assigns to the Trustees the following assets to constitute the Trust estate:

@php $totalAssetValue = 0; @endphp @foreach($trust->assets as $asset) @php $totalAssetValue += $asset->estimated_value ?? 0; @endphp @endforeach
No.Asset DescriptionCategoryEstimated 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]

@endif

SIXTH: TRUST ALLOWANCES AND DISTRIBUTIONS

@if($trust->allowances && $trust->allowances->count() > 0)

The Trustees shall distribute Trust income and principal to beneficiaries as follows:

@foreach($trust->allowances as $allowance) @endforeach
No.BeneficiaryAllowance TypeMonthly 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' }}
@else

[No allowances specified]

@endif

SEVENTH: GIFTS AND BEQUESTS

@if($trust->gifts && $trust->gifts->count() > 0)

The Trustees shall make the following specific gifts to designated recipients:

@foreach($trust->gifts as $gift) @endforeach
No.RecipientGift DescriptionValue (RM)
{{ $loop->iteration }} {{ $gift->recipient_name ?? 'N/A' }} {{ $gift->description ?? 'N/A' }} RM {{ number_format($gift->value ?? 0, 2) }}
@else

[No gifts or bequests specified]

@endif

EIGHTH: GUARDIAN AND CARETAKER ALLOWANCES

@if($trust->guardianAllowances && $trust->guardianAllowances->count() > 0)

The following Guardian and Caretaker allowances are authorized:

@foreach($trust->guardianAllowances as $allowance) @endforeach
No.Guardian/CaretakerMonthly Allowance (RM)Purpose
{{ $loop->iteration }} {{ $allowance->guardian_name ?? 'N/A' }} RM {{ number_format($allowance->monthly_allowance ?? 0, 2) }} {{ $allowance->purpose ?? 'Guardianship support' }}
@else

[No guardian or caretaker allowances specified]

@endif

NINTH: ADMINISTRATOR ALLOWANCES

@if($trust->administratorAllowances && $trust->administratorAllowances->count() > 0)

Trustees and administrators are authorized the following allowances for their services:

@foreach($trust->administratorAllowances as $allowance) @endforeach
No.AdministratorMonthly Allowance (RM)Role
{{ $loop->iteration }} {{ $allowance->administrator_name ?? 'N/A' }} RM {{ number_format($allowance->monthly_allowance ?? 0, 2) }} {{ $allowance->role ?? 'Administrator' }}
@else

[No administrator allowances specified]

@endif

TENTH: CHARITABLE DONATIONS

@if($trust->donations && $trust->donations->count() > 0)

The Trustees are authorized to make the following charitable donations from Trust income or principal:

@foreach($trust->donations as $donation) @endforeach
No.Recipient/OrganizationDonation Amount (RM)Purpose
{{ $loop->iteration }} {{ $donation->recipient_name ?? 'N/A' }} RM {{ number_format($donation->amount ?? 0, 2) }} {{ $donation->purpose ?? 'Charitable contribution' }}
@else

[No charitable donations specified]

@endif

ELEVENTH: TRUST DURATION AND TERMINATION

@php $trustLifetime = $trust->trust_lifetime ?? 'perpetual'; $lifetimelabel = $trustLifetime === 'perpetual' ? 'This Trust shall continue in perpetuity unless terminated earlier in accordance with its terms.' : ($trustLifetime === 'for_years' ? 'This Trust shall continue for ' . ($trust->fixed_years ?? '___') . ' years from the date hereof.' : 'This Trust shall terminate upon the occurrence of the event specified in the additional instructions.'); @endphp

{{ $lifetimelabel }}

@if($trust->trust_ending_instructions)

Special Ending Instructions: {{ $trust->trust_ending_instructions }}

@endif

TWELFTH: TRUSTEE POWERS AND DUTIES

The 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.

THIRTEENTH: DISPUTE RESOLUTION AND GOVERNING LAW

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 NameSignatureNRIC/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') }}