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Online Trusts tool

What's new in the Online Trusts tool?

If you've used our trustbuilder before then you'll really want to try our new Online Trusts tool. Not only has it had a fresh new look, it's had a huge engine change.

The Online Trusts tool now supports:

  1. fixed and flexible trusts with survivorship clause
  2. split trusts with survivorship clause
  3. business trusts for Key Person and Share & Partnership Protection
  1. discretionary trusts for Relevant Life Cover
  2. electronic signatures
How to use our Online Trusts tool

Our Online Trusts tool will guide you through the process of setting up a trust for your client.

Simply, here's how it works:

  1. answer the questions to filter down to the most appropriate trust form we offer to use
  2. fill in the details on the trust form, including settlors, trustees and witnesses
  3. the settlors, trustees and witnesses will get an email, and can then sign the form electronically with a touch screen or mouse
  4. once everything is signed, the settlor will get an email to let you know we received the trust form
  5. we'll check the details, apply it to the policy and send a copy back to the client to keep safe

Worried about the data?

To be totally clear, any information that you give to us is only used to create the trust deed and we won't use it for any marketing purposes.

We'll only record the details on our systems permanently once you have sent the signed deed back to us. It's important to tell anyone whose details you've entered and named on the trust deed so they know that this will be happening.

Try our new Online Trusts tool

Need help?

Speak to our adviser support team for quotes or information.

  • 0800 678 1906
  • Mon to Fri 8:30am - 6:30pm
  • TextDirect: 18001 0800 678 1906

We will record and/or monitor your calls for training and audit purposes.


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FOR UK FINANCIAL ADVISERS ONLY
LV=, County Gates, Bournemouth, BH1 2NF, UK