1. Charitable Purposes: Required for charitable trusts to specify charitable objectives and public benefit requirements

2. Investment Policy: Detailed investment guidelines and restrictions, particularly important for large trusts

3. Tax Planning Provisions: Specific provisions for tax optimization, particularly relevant for family trusts

4. Special Needs Provisions: Special arrangements for beneficiaries with disabilities or specific requirements

5. Conflict Resolution: Procedures for resolving disputes between trustees or with beneficiaries

6. Privacy and Confidentiality: Special provisions for maintaining privacy of trust arrangements

7. Digital Assets: Provisions for handling digital assets and online accounts

8. Foreign Asset Provisions: Special provisions for trusts holding assets in multiple jurisdictions

1. Schedule A - Initial Trust Property: Detailed inventory and valuation of initial trust assets

2. Schedule B - Beneficiary Distribution Schedule: Specific details about timing and conditions of distributions to beneficiaries

3. Schedule C - Trustee Compensation: Details of trustee fees and reimbursement arrangements

4. Schedule D - Investment Guidelines: Detailed investment policies and restrictions

5. Schedule E - Successor Trustees: List of designated successor trustees and contact information

6. Appendix 1 - Tax Elections: Copies of relevant tax elections and designations

7. Appendix 2 - Administrative Procedures: Detailed procedures for trust administration and record-keeping

8. Appendix 3 - Reporting Templates: Standard forms for trustee reporting to beneficiaries