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

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.

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