Trust Incorporation in Kenya Checklist

Registering a Trust in Kenya is a critical step in managing your wealth and ensuring it is distributed according to your wishes. Our ‘Trust Incorporation in Kenya Checklist’ is a straightforward and comprehensive guide to help you through this process. It covers everything from drafting the trust document to selecting the trustee, all while adhering to Kenyan laws. This guide is perfect for anyone seeking to protect their assets or plan for the future, without the hassle of prolonged legal procedures.

A duly completed application for incorporation in the prescribed form (Form TR1) should contain the following particulars;

PART 1

Trust Details

Name of the Trust
Trust Constitution- (attach the Trust Deed, Will, or any other instrument forming the Trust.)
Registered office address
Name of the building/plot No.
Road/street.
District/ sub-county.
Floor/Room No.
Town.
County.
Contact address of the Trust
Post Office Box Number.
Postal Code.
Office Number.
Mobile Number.
Email Address (provide an email address which has never been used on iTax).
Principle objects of the trust.

PART II

Proposed Settlor/Officers Details

Details of the Settlor(s), first Trustees and/or Enforcers of the Trust

Name.
Designation.
Postal Address.
Place and date of issue of the passport.
Nationality.
Telephone Number
Email Address.
Consent to act as a trustee/enforcer of the trust- (attach the following)
A copy of a Kenyan national identification card, alien card or passport.
A copy of the Pin certificate issued by Kenya Revenue Authority (not applicable to persons who are not Kenyan residents).
Coloured passport-sized photograph.

For a corporate body:-

Certificate of incorporation.
Copy of Pin certificate issued by Kenya Revenue Authority.
Copies of Kenyan national identification cards, alien cards or passports of the directors.
Coloured passport-sized photographs of the directors.

PART III

Statement Of Initial Trust Assets.

Type of asset
Value of the asset

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Should you require more information, please do not hesitate to contact [email protected].