Legal Drive

টেস্টামেন্টারি ট্রাস্ট ডিড

ফরম্যাটঃ

একটি অ্যাকাউন্টের সাথে বিনামূল্যেঃ ওয়ার্ড বা পিডিএফ, কোনও ওয়াটারমার্ক নেই, আপনার ড্যাশবোর্ডে সংরক্ষিত। প্রতিটি পৃষ্ঠায় একটি ছোট রেফারেন্স ফুটার রয়েছে যাতে যে কেউ এটি যাচাই করতে পারে।

এই নথির উপর নির্ভর করার আগে একজন উকিলের পর্যালোচনা করার পরামর্শ দেওয়া হয়।

আপনি শুধুমাত্র Legal Drive প্রদান করেন। আমরা উকিলকে অর্থ প্রদান করি। কেউ আপনাকে সরাসরি তাদের অর্থ প্রদান করতে বলবে না।

Legal Drive sealঅ্যাটেস্ট অ্যান্ড সাইন নথিতে একটি বাস্তব, স্বাধীনভাবে পরীক্ষা করা যায় এমন রেকর্ড এম্বেড করে।

এই নথির অনুবাদ এখনও পাওয়া যায়নি। নিচের পূর্বরূপটি হল সেই ইংরেজি লেখা যা আপনি ডাউনলোড করবেন।

TESTAMENTARY TRUST DEED I, [settlor_name], residing at [settlor_address], being of sound mind and acting of my own free will, make this testamentary disposition on [execution_date]. Place of execution: [place_of_execution] 1. NATURE OF THIS DOCUMENT 1.1 This document is testamentary. It takes effect only upon my death and is to be read as part of my Will. Until my death I may revoke or alter it at any time. Date of my Will: [main_will_date] 1.2 If no Will of mine is in force at my death, this document shall take effect as my Will in respect of the trust assets. 1.3 This document is signed by me and attested by two witnesses in the manner required for a Will by section 63 of the Indian Succession Act, 1925. 2. TRUST ASSETS I direct that upon my death the following assets shall be held in trust by the Trustee: [trust_assets] 3. TRUSTEE 3.1 I appoint [trustee_name] as Trustee of this trust. 3.2 If the Trustee predeceases me, or is unable or unwilling to act or to continue to act, the following person shall be Trustee in that person's place: Substitute trustee: [substitute_trustee_name] 4. BENEFICIARIES [beneficiaries] 5. PURPOSE AND TERMS [trust_purpose] 6. DURATION AND REMAINING ASSETS 6.1 The trust shall end, and the assets then remaining shall be distributed, as follows: [trust_end_terms] 6.2 If no provision is made above, or if it fails for any reason, the trust shall end when its purpose has been fulfilled, and the assets then remaining shall form part of my residuary estate and pass under my Will or, failing that, under the law of succession applicable to me. 7. TRUSTEE'S POWERS The Trustee shall manage the trust assets prudently and in the interest of the beneficiaries, in accordance with the Indian Trusts Act, 1882, and shall apply and distribute them as directed above. 8. ATTESTATION Signed by me, [settlor_name], as a testamentary instrument forming part of my Will, on [execution_date], in the presence of both the witnesses named below, each of whom has signed in my presence. [settlor_name] TESTATOR WITNESSES We declare that each of us saw the Testator sign this document (or received the Testator's acknowledgment of the signature), and that each of us has signed it as a witness in the presence of the Testator. 1. Name: ______________________ Signature: ______________ Address: ______________ 2. Name: ______________________ Signature: ______________ Address: ______________

এই নথিটি ব্যবহার করার বিষয়ে নোট

এটি পূরণ করার সময় আপনার জন্য নির্দেশনা। এই নোটগুলি ডাউনলোড করা নথিতে মুদ্রিত হয় না।

DRAFTING NOTES

This trust operates only on death, so the document is a testamentary instrument and must be executed like a Will: signed by you and attested by at least two witnesses, each of whom sees you sign (or receives your acknowledgment of your signature) and signs in your presence (section 63 of the Indian Succession Act, 1925).

Do not use a beneficiary, or a beneficiary's spouse, as a witness. Under section 67 of that Act a bequest to an attesting witness or their spouse is void. Avoid using the trustee as a witness as well.

Make sure your main Will refers to this trust and does not leave the same assets to someone else. A later Will that is inconsistent with this document can defeat the trust, and a later Will that revokes all earlier wills and codicils, as most Wills do, will revoke this document too unless the new Will expressly keeps it in force.

Say clearly when the trust ends and who receives what is left, for example when the youngest beneficiary reaches a stated age. Very long trusts for unborn persons can fall foul of the rules against remoteness in the Indian Succession Act, so take advice if the trust is to last beyond the lifetime of persons now living.

Ask the trustee and the substitute trustee whether they are willing to act before you sign.

টেস্টামেন্টারি ট্রাস্ট ডিড: এটা কি

A Testamentary Trust Deed sets out assets that are to be held in trust after your death, names a trustee to manage them, and says who benefits and on what terms. Because it takes effect only on death as part of your Will, it must be made with the same formalities as a Will.

আপনার যখন এই নথির প্রয়োজন হবে

  • You want money or property for your minor children to be managed by a trustee until they reach a stated age.
  • A dependent family member, such as a child with a disability or an elderly parent, needs long-term financial support managed for them.
  • You do not want a beneficiary to receive a large sum at once and prefer it paid out in stages.
  • You want a particular property kept intact for the family rather than sold immediately after your death.

এটি কী কভার করে

  • Your name and address as settlor or testator, a statement that you are of sound mind, and the place and date of signing.
  • A statement that the document is testamentary, takes effect on your death as part of your Will of a stated date, and otherwise takes effect as your Will for the trust assets.
  • A direction that the listed assets are to be held in trust on your death, and the names of the trustee and a substitute trustee.
  • The beneficiaries of the trust, and the purpose and terms of the trust as you enter them.
  • When the trust ends and who receives the remaining assets, with a fallback to your residuary estate, and a clause requiring the trustee to manage the assets prudently under the Indian Trusts Act, 1882.
  • Your signature and an attestation by two witnesses who each saw you sign and signed in your presence, as section 63 requires.

কিভাবে এটি পূরণ করবেন, স্বাক্ষর করবেন এবং ব্যবহার করবেন

  1. Decide the assets, beneficiaries, payment timing and end date of the trust, and ask the trustee whether they will accept.
  2. Fill in the form and check that the assets and beneficiaries match exactly what your main Will says.
  3. Have an advocate review it before signing, because a testamentary trust must work together with your Will, and a mismatch or a later inconsistent Will can defeat the trust.
  4. Sign it in the presence of two witnesses who both sign in your presence, preferably people who are not beneficiaries or the trustee.
  5. Refer to this document in your Will, or include its terms in the Will itself, so that the executor treats it as part of your testamentary plan.
  6. Optionally register it with your Will, and keep the original alongside the Will.
  7. Review it when your family or assets change.

সংযুক্ত করার বা সঙ্গে রাখার জন্য নথি

  • Your Will, or a copy of it, which should refer to this trust.
  • A list of assets with account numbers, folio numbers or property details.
  • Identity proof of the trustee and, where available, the beneficiaries.
  • Written consent of the trustee, if obtained.

এর পেছনের আইন

The Indian Trusts Act, 1882 governs private trusts, including the duties of trustees and the rights of beneficiaries. Section 5 of that Act allows a trust of immovable property to be created by the Will of the person setting it up. Because this trust operates only on death, the document is testamentary and must meet the Indian Succession Act, 1925 requirements for a Will: in writing, signed by you and attested by at least two witnesses. A Will needs no stamp duty and registration is optional.

এড়ানোর জন্য সাধারণ ভুল

  • Signing the trust document without two attesting witnesses, which can make it ineffective as a testamentary document.
  • Leaving the same asset to an individual in the Will while also placing it in the trust here.
  • Not saying when the trust ends or what happens to remaining assets when it does.
  • Naming a single trustee with no substitute if that person dies first or refuses to act.

টেস্টামেন্টারি ট্রাস্ট ডিড: প্রায়শই জিজ্ঞাসিত প্রশ্ন

What is the difference between a testamentary trust and a family trust?

A family trust set up during your lifetime starts working immediately and the assets leave your name. A testamentary trust starts only on your death, through your Will, so you keep full control of the assets while alive and can change or revoke the arrangement at any time.

Does a testamentary trust need registration or stamp duty?

Because it operates through a Will, it carries no stamp duty and registration is optional. Registering it along with your Will can make it harder to dispute. After your death, the trustee may need to complete the usual transfer formalities for each asset.

Can I be my own trustee?

No, because the trust begins only after your death. You must name someone else, such as a relative, a trusted friend or a professional trustee. Many people name two trustees, or a back-up trustee, so the trust can still run if one person is unable to act.

Will my executor need probate for the trust to work?

Probate is no longer compulsory for any community since the Repealing and Amending Act, 2025 omitted section 213 of the Indian Succession Act. Even so, banks, companies or registrars may ask for probate before releasing assets to the trustee, especially for large or disputed estates. Your advocate can tell you whether it is likely in your case.

Does this trust document have to be mentioned in my Will?

Not always, but a reference in the Will helps. Under section 64 of the Indian Succession Act, 1925, if a duly attested Will or codicil refers to another document that is already written as expressing part of the testator's intentions, that document is treated as part of the Will. The document must exist when the Will refers to it, so a Will cannot pick up a trust document written later. A trust document that is itself signed and attested like a Will can also take effect on its own as a testamentary document, but it should not conflict with the main Will.

Can a beneficiary of the trust sign as a witness?

The document stays validly attested, but whether the witness keeps the benefit depends on the law that governs the Will. Section 67 of the Indian Succession Act, 1925 says a Will is not insufficiently attested because a benefit is given to an attesting witness or that witness's husband or wife, but makes the gift to that witness or spouse void. Section 67 is not among the provisions that section 57 and Schedule III apply to Wills of Hindus, Buddhists, Sikhs and Jains, so that rule does not by its terms apply to their Wills. Section 68, which does apply to them, says a person is not disqualified as a witness merely because they have an interest or are the executor. Witnesses are still usually people who take nothing under the trust, because an interested witness can invite questions if the Will is challenged.

Can the trustee refuse the job, resign later, or charge a fee?

No one is bound to accept a trust, and under section 10 of the Indian Trusts Act, 1882 the person named may disclaim it within a reasonable period. Once accepted, section 46 allows a trustee to renounce only with the permission of the principal civil court, with the consent of a beneficiary who is competent to contract, or under a special power in the trust document. Under section 50, a trustee has no right to remuneration unless the trust document or a contract with the beneficiary or the court provides for it, so state any fee in the document.

সর্বশেষ আপডেট করা হয়েছে ১৬ অক্টোবর, ২০২৬।

ভারতীয় আইন সম্পর্কে সাধারণ তথ্য, আপনার পরিস্থিতির জন্য আইনি পরামর্শ নয়। স্ট্যাম্প শুল্ক, নিবন্ধকরণ এবং ফি রাজ্য অনুসারে পৃথক হয়, তাই এর উপর নির্ভর করার আগে স্থানীয় অফিস বা কোনও আইনজীবীর সাথে যোগাযোগ করুন।

সম্পর্কিত গাইড

এর পিছনের আইনটি সাধারণ ইংরেজিতে ব্যাখ্যা করা হয়েছে এবং সরকারী সূত্রগুলির বিরুদ্ধে পরীক্ষা করা হয়েছে।

ইচ্ছা ও উত্তরাধিকার

মনোনীত বনাম আইনী উত্তরাধিকারীঃ কে আসলে ভারতে অর্থ পায়

একজন মনোনীত ব্যক্তি সাধারণত একজন সংগ্রাহক, মালিক নন। ব্যাঙ্ক আমানত, বীমা, শেয়ার এবং সোসাইটির ফ্ল্যাট সম্পর্কে সুপ্রিম কোর্ট যা বলেছে তা এখানে দেওয়া হল এবং কাগজপত্রের উত্তরাধিকারীদের তাদের অংশ দাবি করতে হবে।

10 ন্যূনতম পড়ানির্দেশিকা পড়ুন
ইচ্ছা ও উত্তরাধিকার

পারিবারিক বন্দোবস্ত দলিলঃ যখন ভারতে নিবন্ধনের প্রয়োজন হয়

পারিবারিক বন্দোবস্তের জন্য সবসময় নিবন্ধনের প্রয়োজন হয় না। যা সিদ্ধান্ত নেয় তা হল কাগজটি ইতিমধ্যে করা একটি নিষ্পত্তির নথিভুক্ত করে নাকি নিজেই সম্পত্তির অধিকার স্থানান্তর করে।

9 ন্যূনতম পড়ানির্দেশিকা পড়ুন
ইচ্ছা ও উত্তরাধিকার

আইনি উত্তরাধিকারী শংসাপত্র বনাম উত্তরাধিকার শংসাপত্রঃ আপনার আসলে কোনটি প্রয়োজন

ভুল দাবির জন্য আবেদন করা কয়েক মাস বিলম্বিত করে। একটি আইনি উত্তরাধিকারী শংসাপত্র উত্তরাধিকারীদের চিহ্নিত করে; একটি উত্তরাধিকার শংসাপত্র হল যা একটি ব্যাঙ্কের প্রকৃতপক্ষে অর্থ ছাড়ার আগে প্রয়োজন।

7 ন্যূনতম পড়ানির্দেশিকা পড়ুন

যদি এটি বিবাদে পরিণত হয়, তাহলে আপনি উইল এবং উত্তরাধিকারের জন্য একজন আইনজীবী খুঁজুন অথবা একজন যাচাইকৃত উকিলকে অনলাইনে একটি প্রশ্ন জিজ্ঞাসা করুন.

সংশ্লিষ্ট নথি

যারা খসড়া তৈরি করে টেস্টামেন্টারি ট্রাস্ট ডিড তাদেরও প্রায়শই এগুলির প্রয়োজন হয়।