Trust Registration is the legal process of establishing a charitable or private trust for carrying out welfare, philanthropic, religious, or family-related objectives. Setting up a trust provides a structured framework to manage property or assets for the benefit of specific individuals or the public at large.

Our Trust Registration Package Includes

• Legal recognition as a registered entity

• Assistance in name selection

• Drafting of Trust Deed

• Complete registration support

• PAN, TAN, and Bank Account assistance

What is a Trust?

A trust is created when a property owner (Settlor/Author) transfers property to a Trustee, who manages it for the benefit of designated beneficiaries. Property may include real estate, cash, shares, or other valuable assets.

The trust is established through a legal document known as the Trust Deed (also called the Instrument of Trust), which defines the objectives, roles of trustees, and rights of beneficiaries.

Types of Trusts

1. Private Trust

A Private Trust is formed for a specific group of identifiable individuals, such as family members, children, or relatives. It is primarily used for personal wealth management and succession planning.

2. Public Trust (Charitable Trust)

A Public Trust is created for the benefit of the general public. It is commonly established for charitable, educational, religious, or social welfare purposes. NGOs and charitable institutions typically operate as public trusts.

Procedure for Trust Registration

1. Name Selection

Choose a unique and suitable name that does not infringe upon existing trademarks or registered entities.

2. Drafting of Trust Deed

Prepare the Trust Deed detailing the settlor, trustees, beneficiaries, objectives, trust property, and management structure.

3. Submission for Registration

The Trust Deed must be submitted to the Registrar of Trusts in the relevant jurisdiction for registration.

4. Registration Process

After verification of documents, the trust is officially registered, and a certified copy of the registered Trust Deed is issued.

5. PAN, TAN & Bank Account

Post-registration, apply for PAN and TAN (if required) and open a bank account in the name of the trust.

Documents Required for Trust Registration

Documents of Trustees / Settlor

• Trust Deed on appropriate non-judicial stamp paper

• Passport-size photographs of trustees

• PAN Card of each trustee

• Identity proof (Aadhaar, Passport, Driving License, etc.)

• Address proof of each trustee

• Signed declarations (if required)

Documents for Registered Office

• Proof of registered office address

• Latest utility bill (Electricity/Water Bill)

• No Objection Certificate (NOC) from owner (if premises are rented)

Advantages of Setting Up a Trust

• Recognized as a separate legal entity upon registration

• Eligible for tax exemptions (subject to registration under relevant Income Tax provisions)

• Suitable for charitable, religious, or family welfare objectives

• Managed under the applicable State Trust Act

• Minimum two persons required to form a trust (no maximum limit)

• Clear management structure defined in the Trust Deed

• Trust property legally protected for beneficiaries

• Greater regulatory supervision by the Charity Commissioner (in case of public trusts)

Key Features of a Trust

• Formed through a registered Trust Deed

• Objectives and management structure clearly defined in the deed

• Board composition generally changed through appointment, not election

• Amendments to objectives are restricted and typically require settlor involvement

• Trust dissolution is comparatively complex

• Subject to oversight by relevant authorities under state trust laws

Trust Registration is a reliable and structured way to manage charitable initiatives or family assets while ensuring legal protection, transparency, and long-term sustainability.