1. Commercial Activities: Required when trust involves business operations or commercial investments

2. International Elements: Needed when trust has cross-border aspects or foreign beneficiaries

3. Tax Provisions: Detailed tax planning structures when complex tax arrangements are involved

4. Successor Trustee Provisions: Detailed procedures for trustee succession when requested by settlor

5. Investment Guidelines: Specific investment rules and restrictions when complex investment strategy is required

6. Privacy and Confidentiality: Enhanced privacy provisions when dealing with sensitive family or business matters

7. Dispute Resolution: Alternative dispute resolution procedures when parties prefer arbitration or mediation

8. Anti-Money Laundering Compliance: Detailed compliance procedures for trusts with significant assets or complex structures

1. Schedule 1: Initial Trust Assets: Detailed inventory of all assets initially transferred to the trust

2. Schedule 2: Beneficiary Distribution Rules: Specific rules and formulas for calculating and timing distributions

3. Schedule 3: Trustee Compensation Schedule: Detailed fee structure and calculation methods

4. Schedule 4: Investment Guidelines: Specific investment parameters and restrictions

5. Schedule 5: Reporting Requirements: Templates and procedures for regular reporting

6. Appendix A: Consent Forms: Standard forms for various consents required under the agreement

7. Appendix B: Administrative Procedures: Detailed operational procedures for trust administration

8. Appendix C: Power of Attorney Forms: Standard forms for powers of attorney when required