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Probate trust
For quicker payment of death benefits
Before a person’s estate can be distributed, the executors must apply for probate. Waiting for probate to be granted can take a long time. Using a probate trust removes the need to get probate, so as long as there is at least one trustee, the payment of death benefits from the investment bond can be made quicker.
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 Appointment and Assignment
Nomination of beneficiary
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Briefing notes
Short guides on a variety of topics that explain and simplify some of the key areas of financial planning.
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Products that can be used with our Probate Trust
Explore these products, apply or find documents relating to them on their individual homepages.
