1. Charitable Purposes: Required if the trust has charitable objectives or beneficiaries

2. Protector Provisions: Include when a trust protector is appointed to oversee trustees

3. Investment Guidelines: Specific investment policies and restrictions for complex trust assets

4. Successor Trustees: Mechanism for appointing replacement trustees, if desired

5. Letter of Wishes: Non-binding guidance from settlor to trustees about trust administration

6. Arbitration Clause: Alternative dispute resolution provisions if desired

7. Special Powers: Additional powers for specific circumstances or assets

8. Foreign Element Provisions: Required if trust has international aspects or foreign beneficiaries

1. Schedule 1 - Initial Trust Property: Detailed inventory of all assets initially settled into the trust

2. Schedule 2 - Beneficiaries: Full list of beneficiaries and their respective interests or shares

3. Schedule 3 - Trustee Remuneration: Details of trustee compensation and expense reimbursement

4. Schedule 4 - Distribution Rules: Specific rules and formulas for trust distributions

5. Appendix A - Asset Valuation: Initial valuation certificates or reports for trust assets

6. Appendix B - Administrative Procedures: Detailed procedures for trust administration and decision-making

7. Appendix C - Meeting Procedures: Procedures for trustee meetings and decision documentation