Proposer (Settlor) Information

Assets to be held in trust

Select all assets that apply and enter the value for each. use the add asset button to add more.

Policy Details


Asset Type

Property (including rent income)
Bank / Savings account
Life / Annuity Policy
Total Value
Source of Asset

Retirement Benefits
Salary / Savings
Group Life Benefits
Current Asset Value (KES)

1,100,000
500,000
1,130,000
2,730,000
Purpose of Trust

The trust will cater for the following beneficial needs:

Other, please add details below: -
Proposer (Settlor) Information
The trust should be closed when the fund value of the fund gets to zero or when the beneficiary attains the age of
Or on the following date
or after attainment of such condition as described below: -
Added Beneficiary
Surname

Kamau
Kamau
Kamau
Total Value
Other names

John Doe
John Doe
Kevin Doe
Proportion of benefits (%)

40%
30%
30%
100%
*The total proportion of benefits allocated to beneficiaries must add up to 100%
Guardian Details Individual Proposer (Settlor)
Added Guardians
Surname

Kamau
Kamau
Kamau
Other names

John Doe
John Doe
Kevin Doe
Phone number

+254 722 321 456
+254 722 321 456
+254 722 321 456
100%
ADDITIONAL INSTRUCTIONS
Please provide details of any special instructions for management of this trust below

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