Trust Registration – Start a Legal Charitable Entity in India

  • Drafting of Trust Deed
  • Guidance on Public vs. Private Trusts
  • Registrar Filing & Certification
  • PAN, 12A & 80G Assistance
  • PAN, 12A & 80G Assistance

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What is a Trust in India?

A Trust is a legal structure where a trustor transfers property to a trustee for the benefit of a beneficiary, usually for charitable, religious, or private purposes. It is governed by the Indian Trusts Act, 1882, ensuring that the trust’s goals are legally recognized and enforced.

At CA Vakeel, we help individuals and groups register trusts that make a lasting impact, with full legal compliance and transparency.

Choosing the Right Type of Trust

TypePurposeGoverning Law
Private TrustBenefits a defined individual or familyIndian Trusts Act, 1882
Public TrustCharitable, religious, educational goals for public welfareState-specific acts (e.g., Bombay PTA)
Public-Cum-PrivateServes both public and private beneficiariesDual governance

We assist in evaluating the right trust type based on your objective.

Who Can Start a Trust?

  • Any two or more individuals (Indian citizens)
  • Must have a lawful objective (charity, education, healthcare, religion, etc.)
  • Trustee must act in good faith and manage property responsibly
  • Objectives must not violate public interest or law

Why Register a Trust with CA Vakeel?

  • Legal Recognition: Enables the trust to own property, sue or be sued.
  • Tax Exemption: Eligible for 12A and 80G registrations under the Income Tax Act.
  • Credibility: Improves public and donor trust.
  • Asset Protection: Secures family or organizational wealth from disputes.
  • Bank Account & PAN: Enables official transactions and donations.
  • Succession Planning: Ideal for passing assets to next generation without probate.

What Should a Trust Deed Include?

A Trust Deed is a binding legal document. It must include:

  • Trust name and address
  • Objectives of the trust
  • Details of settlor, trustees, and beneficiaries
  • Powers and responsibilities of trustees
  • Asset allocation and management clauses
  • Amendment and dissolution procedures

CA Vakeel ensures your trust deed is legally watertight and future-ready.

Checklist for Trust Registration

  1. Trust Deed (signed and notarized)
  2. Two Passport-size Photos of trustees and settlor
  3. PAN Cards & Aadhaar of all parties
  4. Proof of Address (Utility bills, Rent agreement, NOC if rented)
  5. Stamp Paper (as per state rules)
  6. ID & Address Proof of Trust’s registered office
  7. Digital Signature (if applying online)
  8. Optional: 12A/80G certificates for tax exemption

Trust Registration in 6 Easy Steps

Step 1: Select Trust Name

Ensure it’s legally compliant and not infringing trademarks.

Step 2: Draft the Trust Deed

Our experts will create a customized deed aligned with your purpose.

Step 3: Prepare MOA

Specify the operational scope and legal objectives.

Step 4: Submit to Sub-Registrar Office

Deed and KYC documents are submitted for official stamp/seal.

Step 5: Collect Trust Certificate

After verification, a Trust Registration Certificate is issued.

Step 6: PAN & Bank Account Setup

We assist in PAN allotment and opening an official bank account.

Timeframe: Typically 10–15 working days depending on the state.

Maximize Tax Benefits

  • Section 12A: Income is tax-free if used for charitable purposes.
  • Section 80G: Donors get tax deductions for donations.

CA Vakeel simplifies 12A & 80G registration to boost your fundraising.

What Happens During Closure?

  • Trust property is transferred to another registered trust
  • Settled via court/Charity Commissioner approvals
  • Proper accounting and tax clearance are required

Our team ensures clean legal closure, if ever needed.

Your Trust Registration Partner

CA Vakeel offers:

  • Custom Deed Drafting tailored to your goals
  • Pan-India Registration via sub-registrar offices
  • Tax Exemption Services: 12A, 80G, and CSR registration
  • Legal Consultation from qualified CAs and advocates
  • Compliance Tracking and annual support

Get Started Today

Register your charitable or private trust in 15 days. Contact CA Vakeel for guided trust formation and enjoy lifetime legal support.

Call us now