Establishing a Trust

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Essential elements for the formation of a Charitable Trust:

  • An Author or Settlor of the Trust
  • The Trustee
  • The Beneficiary
  • The Trust Property or the Subject Matter of the Trust

Mandatory Documents

  • Trust Deed on stamp paper of requisite value (as stated on point no.2 above)
  • One passport size photograph & copy of the proof of identity of the settler
  • One passport size photograph & copy of the proof of identity of each of the two trustees.
  • One passport size photograph & copy of the proof of identity of each of the two witnesses.
  • Signature of settler on all the pages of the Trust Deed
  • Witness by two persons on the Trust Deed.

The objects of the Trust

  • An intention on his part to created a Trust
  • The purpose of the Trust
  • The Beneficiary
  • The Trust Property
  • And transfers the Trust Property to the Trustee.

What Is Included In Our Trust Establishment Package?

  • Personal Consultation
  • Drafting of AOA (Articles of Association) & MOA (Memorandum of Association)
  • Reply to queries raised by the department
  • Government Fees
  • Payment of Stamp Duty and Registration Fees
  • Our Professional Fees
  • Certificate of Establishment
  • PAN Application
  • TAN Application
  • Support to Open a Bank Account
  • Tax Consultation for Free
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