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Probate trust
For quicker payment of death benefits
Find all the documents you need for our Probate Trust.
For investment bond and protection documents, including application forms and guides, visit the individual product homepages or the document library.
Key documents
Bare Probate Trust notes
Probate Trust briefing note
Trust register and trustees’ obligations
Bare Probate Trust deed
Trust deed: donor not a trustee
Discretionary Probate Trust deed
Bare Probate Trust notes
Deed of Appointment/ Retirement of trustee
Deed of Removal/Appointment of trustee
Deed of Appointment and Assignment
Nomination of beneficiary
Adviser learning zone
Briefing notes
Short guides on a variety of topics that explain and simplify some of the key areas of financial planning.
Find out moreProducts that can be used with our Probate Trust
Explore these products, apply or find documents relating to them on their individual homepages.
Also worth knowing
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Next steps
Adviser support
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