1. Beneficiary Rights: Required when third-party beneficiaries are involved, detailing their entitlements and conditions

2. Investment Guidelines: Necessary for trusts involving financial assets, specifying permitted investments and risk parameters

3. Regulatory Compliance: Required for trusts subject to financial services regulations or money laundering provisions

4. Tax Provisions: Specific tax-related clauses when tax optimization is a key objective

5. Successor Trustee Provisions: Procedures for trustee replacement, recommended for long-term trust arrangements

6. Property Management Rules: Specific provisions required when trust involves real estate assets

7. Confidentiality Obligations: Detailed privacy provisions when handling sensitive business or personal assets

1. Schedule 1 - Trust Property Inventory: Detailed list and description of all assets placed in trust

2. Schedule 2 - Fee Structure: Trustee compensation and expense reimbursement details

3. Schedule 3 - Reporting Requirements: Specific format and timing of required financial reports

4. Appendix A - Powers of Trustee: Detailed enumeration of trustee's authorized actions

5. Appendix B - Investment Guidelines: Specific investment criteria and restrictions if applicable

6. Appendix C - Compliance Procedures: Required regulatory compliance processes and documentation

7. Appendix D - Communication Protocols: Procedures for notifications and approvals between parties