Educational trust document preparation software for users who wish to organise their trust information clearly and generate structured trust documentation.
Educational and administrative document preparation only. Does not constitute legal, tax or financial advice.
From understanding to downloading your completed trust documents in a calm, step-by-step journey.
Understand trust concepts through clear, plain-English explanations before you begin.
Complete the guided trust builder at your own pace. Auto-saves every step.
Review your complete trust deed document before committing to payment.
Secure, one-time payment of £111 via Stripe. No subscriptions.
Receive your PDF and editable DOCX documents instantly.
Step-by-step form with plain-English explanations for every field, designed for non-lawyers.
A professionally formatted, immutable PDF of your completed trust deed documentation.
A fully editable Word document so you and your advisors can make further adjustments.
Supporting documentation to assist you in understanding each section of your trust deed.
Return at any time to view, download, and regenerate your trust documents.
AI-powered guidance throughout the process to explain concepts and clarify fields.
This platform provides educational and administrative document-preparation support only. It does not provide legal, tax, financial, or regulated advice. The documents generated are templates structured around the information you provide. Users are solely responsible for obtaining independent professional legal, tax, and financial advice where required. SovereignTrust.net and OASIS make no representations as to the legal validity, effectiveness, or suitability of any document prepared using this platform in any jurisdiction.
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Begin your trust documentation journey
Before you begin building your trust deed, take a few minutes to understand the key concepts. This will help you complete the form with confidence.
An express private trust is a legal arrangement in which one party (the Settlor) transfers property to another party (the Trustee) to hold and manage for the benefit of specified persons (the Beneficiaries), as expressly declared in a trust deed.
James transfers his investment portfolio to his sister Sarah, as Trustee, to hold for the benefit of his two children — creating an express private family trust with a formal deed.
The Settlor is the individual who creates the trust by settling property into it. The Settlor declares the trust, defines its purpose, and transfers the initial trust property to the Trustee.
The Settlor establishes the terms under which the trust operates. Once assets are transferred, the Settlor generally ceases to be the legal owner of those assets.
The Trustee holds legal title to the trust property and administers it according to the terms of the trust deed, always acting in the best interests of the Beneficiaries.
Trustees have strict legal duties including the duty of care, duty of loyalty, duty to act impartially, and duty to follow the terms of the trust deed.
Beneficiaries are the persons or entities who receive the benefit of the trust property. They may receive income, capital, or both, depending on the trust terms.
Beneficiaries may be fixed (entitled to specified shares), discretionary (at Trustee discretion), or a combination. They may be individuals, charities, or other entities.
A Protector is an optional appointee who holds defined powers of oversight over the Trustees — such as the power to remove and replace Trustees or consent to certain transactions.
The Protector role provides an additional layer of governance, often used in long-term or complex trusts to ensure the Settlor's original intentions are maintained over time.
A trust deed is typically executed as a deed — signed by the Settlor and Trustee(s) in the presence of independent witnesses, who also sign the document.
The requirements for valid execution vary by jurisdiction. Always obtain independent legal advice before signing any trust deed to ensure proper execution in your jurisdiction.
Ready to begin building your trust documentation?
Begin by providing the fundamental details that will identify and define your express private trust.
The Settlor is the person who creates and funds the trust. Please provide their full legal details.
Trustees are the legal holders and administrators of trust assets. You may appoint one or more trustees.
Beneficiaries are those who receive the benefit of the trust. You may add one or more beneficiaries.
A Protector provides an additional layer of oversight for the trust. This section is entirely optional — leave blank if you do not wish to appoint a Protector.
These details will appear on the execution page of your trust deed.
Your trust documentation is ready for review. Please check all details carefully before proceeding to payment.
To hold, manage and distribute the trust assets for the benefit of the named beneficiaries in accordance with the terms set out herein and any Memorandum of Wishes provided by the Settlor from time to time.
Signature blocks, witness attestation, and execution clauses will appear in the final generated document.
Your trust documents will be generated immediately upon payment confirmation.
The Harrison Family Trust · Generated 21 May 2025
These documents are templates prepared from the information you provided. Before signing or acting upon these documents, you should: (1) have them reviewed by a qualified legal professional in your jurisdiction, (2) ensure proper execution in accordance with local legal requirements, and (3) obtain independent legal, tax, and financial advice.
Welcome back, James. Manage your trust profiles and documents.
More document types are coming soon. Each module will be available as an add-on to your existing trust profile.
Transfer assets formally into your trust
Record formal trustee decisions
Appoint a new trustee formally
Remove a trustee in accordance with the deed
Formal resolution for bank account opening
Document your intentions for trustees