Trust

Required fields

idnametrustTypetrusteesbeneficiaries

Fields

Field	Type	Description
assetProtectionFeatures	object	Asset protection features of the trust. Relevant for Cook Islands, Nevis, BVI, and domestic US asset protection trusts (Delaware, Nevada, South Dakota) For Cook Islands, Nevis, BVI, and domestic US asset protection trusts.
beneficiaries	array[Trust beneficiary]	Beneficiaries of the trust — named individuals, classes, or organisations
conditionType	enum	Category of the trust's primary activation condition age_attainment: trust activates or distributes when a beneficiary reaches a specified age. event_based: triggered by a specific life event. discretionary: trustees have full discretion over timing and distribution. fixed_date: activates or terminates on a specific calendar date. accumulation: income is accumulated rather than distributed until a future event. other: any condition type not covered above.
conditions	string	Conditions under which the trust activates, distributes, or terminates. Free text for complex conditions that cannot be fully structured
contingentInterests	array[string]	Interests in the trust that are contingent on future events
createdAt	string	Timestamp when the trust instrument was executed
creationType	enum	How the trust was created testamentary: created by the will, takes effect on death. inter_vivos_revocable: created during lifetime, can be revoked by the settlor (common in US estate planning). inter_vivos_irrevocable: created during lifetime, cannot be revoked.
fleeClause	object	A flee clause allowing automatic or discretionary change of trust situs when triggering events occur. Standard in offshore trust planning Clause allowing automatic change of trust situs if triggering events occur (e.g., change of law, political instability). Standard in offshore trusts.
governingLaw	Jurisdiction	The jurisdiction whose law governs this trust
id	string	Unique identifier for this trust within the INHERIT document
isTestamentary	boolean	Whether the trust is created by the will (testamentary) or was established during the settlor's lifetime (inter vivos)
jurisdictionalRecognition	array[object]	How different jurisdictions recognise (or fail to recognise) this trust. Critical for cross-border trust structures How different jurisdictions recognise this trust. Critical for offshore trusts used by HK/Singapore/Geneva clients.
name	string	Name of the trust, as it appears in the trust instrument
notes	string	Free-text notes about this trust. Use for trustee succession plans, special investment mandates, or other non-structured information
perpetual	boolean	Whether the trust is perpetual (has no fixed end date). Waqf endowments and certain offshore trusts are perpetual by nature True for waqf and certain offshore perpetual trusts.
petId	string	If this trust exists for the care of a specific pet, reference to Pet.id
protectorPersonId	string	Person ID of the trust protector (if appointed). The protector oversees trustees and can modify trust terms
protectorPersonIdDisplay	string	Human-readable display name for the referenced protector person
protectorPowers	array[object]	Powers held by the trust protector or enforcer. Offshore trusts commonly use protectors to oversee trustees Specific powers held by the trust protector. Cayman STAR trusts REQUIRE an enforcer. Jersey/Guernsey trusts commonly have protectors.
provenance	Provenance	Consolidated provenance metadata — how this entity was created, by whom, and whether a human has verified it
reservedPowers	array[object]	Powers reserved by the settlor or granted to a third party. Offshore trusts frequently include reserved powers over investment or distributions Powers retained by the settlor or granted to a third party. Common in BVI VISTA trusts, Jersey trusts, and Cayman STAR trusts.
reviewDate	string	Next scheduled review date for the trust terms
revocability	enum	Whether the trust can be revoked, and whether it is perpetual revocable: can be revoked by the settlor. irrevocable: cannot be revoked — common for asset protection. perpetual: no end date — waqf and certain Cayman STAR trusts. Distinct from creationType. A trust created as inter_vivos_revocable may become irrevocable on the settlor's death.
settlor	string	Reference to the Person.id of the settlor (the person who created and funded the trust)
settlorDisplay	string	Human-readable display name for the referenced settlor
trustPeriod	string	The trust period or perpetuity period, if applicable. In England and Wales, the statutory perpetuity period is 125 years (Perpetuities and Accumulations Act 2009)
trustType	object	The category of trust. Extension types use x-inherit- prefix (e.g. x-inherit-waqf) discretionary: trustees have discretion over distributions. life_interest: beneficiary enjoys assets for life. bare: beneficiary has absolute right. accumulation_and_maintenance: for minor beneficiaries. disabled_persons: for disabled beneficiaries. charitable: established for charitable purposes. nil_rate_band: uses inheritance tax nil-rate band. other: any type not covered above.
trusteePersonIds	array[string]	Person IDs of the trustees. A trust may have multiple trustees
trustees	array[Trust appointee]	Persons appointed as trustees, protectors, or enforcers of this trust
vestingAge	integer	Age at which the beneficiary's interest vests absolutely (for A&M trusts and bare trusts for minors)
vestingConditions	array[string]	Conditions that must be met for the trust to vest
vestingDate	string	Fixed date on which the trust vests, if not age-based
visibility	Visibility

age_attainment

event_based

discretionary

fixed_date

accumulation

other

age_attainment: trust activates or distributes when a beneficiary reaches a specified age. event_based: triggered by a specific life event. discretionary: trustees have full discretion over timing and distribution. fixed_date: activates or terminates on a specific calendar date. accumulation: income is accumulated rather than distributed until a future event. other: any condition type not covered above.

testamentary

inter_vivos_revocable

inter_vivos_irrevocable

testamentary: created by the will, takes effect on death. inter_vivos_revocable: created during lifetime, can be revoked by the settlor (common in US estate planning). inter_vivos_irrevocable: created during lifetime, cannot be revoked.

revocable

irrevocable

perpetual

revocable: can be revoked by the settlor. irrevocable: cannot be revoked — common for asset protection. perpetual: no end date — waqf and certain Cayman STAR trusts. Distinct from creationType. A trust created as inter_vivos_revocable may become irrevocable on the settlor's death.