Whether you're a financial adviser or a LV= member this tool will help you choose the right online trust form for your (or your client's) policy. Simply answer the questions and you will be directed to a form that you can fill out and sign using your mouse or touch screen. Your trustees will be emailed the form for them to sign digitally too, once we have collected all the needed signatures we will then put your policy into a trust and let you know that it's all done.
If you have any questions regarding trusts or the Online Trusts process call:
0800 678 1906
Mon to Fri: 8:30am - 6:30pm
TextDirect: 18001 0800 678 1906
Calls will be recorded and/or monitored for training and audit purposes.
Read our frequently asked questions.