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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
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.

Also worth knowing

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Adviser support

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