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:
Download documents
Quote & Apply
Servicing
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.
How to use our Online Trusts tool
You’ll see some questions – as you answer them, results will be filtered, leaving the most appropriate trust form available.
Complete the details on the trust form – you’ll also be able to share the form with settlors, trustees and witnesses.
The settlors, trustees and witnesses will get an email – here they can sign the form electronically.
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]](/-/life/media/athena/icons/medium/send-transfer-submit-80x80-2.svg){kind=icon}
Once all signatures have been given, the form will be submitted to us. You and the settlor will get an email to confirm this.
We’ll check the details, apply it to the policy, and send a copy back to the client for their records.
Once all signatures have been given, the form will be submitted to us. You and the settlor will get an email to confirm this.
Let's talk
0800 678 18909am - 5pm Mon-Fri
TextDirect: first dial 18001. We will record or monitor calls for training and audit purposes.