1. Charitable Purposes: Required if the trust has any charitable elements or purposes

2. Investment Powers: Detailed investment guidelines and restrictions beyond standard trustee powers

3. Settlor's Powers: Any reserved powers retained by the settlor

4. Protector Provisions: Required if the trust includes a protector role

5. Business Operation Provisions: Required if the trust will operate a business

6. Māori Land Provisions: Required if the trust involves Māori land or cultural assets

7. Foreign Asset Provisions: Required if the trust holds or may hold overseas assets

8. Conflict Resolution: Specific procedures for resolving disputes between trustees or beneficiaries

9. Environmental, Social and Governance (ESG) Guidelines: Required if the trust has specific ESG investment or management requirements

1. Schedule 1: Initial Trust Property: Detailed list and description of assets initially settled on the trust

2. Schedule 2: Named Beneficiaries: List of specifically named beneficiaries and their details

3. Schedule 3: Trustee Remuneration: Details of any trustee remuneration arrangements

4. Schedule 4: Trustee Powers: Detailed list of specific powers granted to trustees beyond statutory powers

5. Schedule 5: Meeting Procedures: Detailed procedures for trustee meetings and decision-making processes

6. Appendix A: Execution Requirements: Requirements for proper execution of trust documents

7. Appendix B: Certification Documents: Required certificates and forms for trust establishment

8. Appendix C: AML/CFT Requirements: Anti-money laundering documentation requirements