Online Trusts

Welcome to our Online Trusts tool

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.

Please answer the following:

Are you the policy owner or a financial adviser?

Need some help?

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.

How can we help?

Read our frequently asked questions.