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Online Trusts tool

Trusts make sure the money paid out in your client’s plan is handled in line with their wishes. Our Online Trusts tool helps with opting for the right form for your client’s needs.

Here’s what the tool supports:

  • Fixed and flexible trusts with survivorship clause.
  • Business trusts for Key Person Cover and Share and Partnership Protection.
  • Electronic signatures.

  • Split trusts and survivorship clause.
  • Discretionary trusts for Relevant Life Cover.

Using the tool

Please note that when using the online trust tool, all involved parties, including witnesses, will receive a complete copy of the finalised trust. This means that the names and addresses of all parties will be visible to the witnesses. Witnesses should be aware that this information is protected under Data Protection legislation and must not be used or shared under any circumstances.

If your client does not wish for witnesses to obtain this information, you will need to use a paper trust instead.

Launch Online Trusts tool

How to use our Online Trusts tool

Form document with ? sign
You’ll see some questions – as you answer them, results will be filtered, leaving the most appropriate trust form available.
arrows-transfer-switch
Complete the details on the trust form – you’ll also be able to share the form with settlors, trustees and witnesses.
sign-complete-edit-form
The settlors, trustees and witnesses will get an email – here they can sign the form electronically.
Form document with ? sign
You’ll see some questions – as you answer them, results will be filtered, leaving the most appropriate trust form available.
Form with right arrow indicating next action[Send/Transfer/Submit]
Once all signatures have been given, the form will be submitted to us. You and the settlor will get an email to confirm this.
Form with check list
We’ll check the details, apply it to the policy, and send a copy back to the client for their records.
Form with right arrow indicating next action[Send/Transfer/Submit]
Once all signatures have been given, the form will be submitted to us. You and the settlor will get an email to confirm this.
Tool Spanner

Get started

Find the right online trust form for your client, quickly and easily.
Launch the Online Trusts tool
Contact Phone

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0800 678 1890

9am - 5pm Mon-Fri

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