Trust Registration - Create a Legacy
A Trust is a legal entity created by one party (the settlor) to transfer property or assets to another party (the trustee), to be managed for the benefit of a third party (the beneficiaries). Trusts in India can be public (charitable or religious) or private (family, estate management, etc.) and are governed by the Indian Trusts Act, 1882 (for private trusts) and state-specific Public Trust Acts (for public trusts).
Trust Registration In 4 Easy Steps
What is included in Trust Registration package?
- Drafting of the Trust Deed
- Selection of Trustees and Settlor
- Stamp Duty and Notarization
- PAN Application for the Trust
- Trust Registration with Sub-Registrar
- 12A and 80G Registration
Benefits of Trust Registration
Categories of Trusts in India
A Trust is a legal entity created by one party (the settlor) to transfer property or assets to another party (the trustee), to be managed for the benefit of a third party (the beneficiaries). Trusts in India can be public (charitable or religious) or private (family, estate management, etc.) and are governed by the Indian Trusts Act, 1882 (for private trusts) and state-specific Public Trust Acts (for public trusts).
Public Charitable Trust
For social or religious purposes
Public Religious Trust
For managing temples or places of worship
Private Trust
For managing family wealth, or inheritance
Parties Involved in Trust Registration
The trustor is the individual who initiates the establishment of the trust. Typically, they are the proprietor of the assets or property being placed into the trust.
The trustee is an individual or entity entrusted with the responsibility of managing and overseeing the trust. They hold and administer the trust.
The beneficiary is the person for whom the trust is established. They are the designated recipient of the benefits, assets, or property held within the trust.
Documents required for Trust Registration
A Trust Deed with the appropriate stamp value
PAN cards of the individuals associated with the trust.
Two photographs of each party involved in the trust.
Address proof of the individuals involved.
Identity proof of the individuals participating in the trust
Authentication from partners, if applicable
No Objection Certificate for using the premises, if applicable
Any form of a utility bill serving as proof of address
12A Registration and 80G Certificates issued by the respective income tax authorities
Registered office proof of the business address
Checklist for Trust Registration in India
- PAN and Aadhaar of settlor and trustees
- Passport-size photographs
- Address proof of registered office
- Trust Deed (we prepare it)
- Utility bill or NOC for office premises
- Stamp paper (value as per state laws)
Frequently Asked Questions
Registration is mandatory for public trusts in most states and is strongly recommended for private trusts to ensure legal protection and recognition.
A Trust Deed is a legal document that outlines the objectives, rules, and operations of the trust, including details of the settlor, trustees, beneficiaries, and the trust’s property.
A minimum of two trustees is generally required, though this may vary based on the trust’s objectives and state laws.
These are Income Tax exemptions under the Income Tax Act, 1961.
12A exempts the trust’s income from tax.
80G allows donors to claim tax deductions on their donations.
Yes. A registered trust can hold and manage movable or immovable property in its name.
It usually takes 10–15 working days for trust registration, and additional time for 12A/80G certification.
Absolutely. A private trust is a popular and legally secure way to manage family assets, estates, and succession across generations.
Yes. Once registered, a trust is recognized across India. However, the procedure may vary slightly depending on the state.
Yes, NRIs can be trustees of a trust in India, provided they comply with Indian laws and provide necessary identity/residency proofs.
With a deep understanding of legal, tax, and regulatory requirements, our CA-led team ensures accurate documentation, quick registration, and complete support for future compliance.
