Document to put insurance policy "in trust"

Nov 23, 2005 2 Replies

I'm looking for a document to put a life policy in trust. I've done this before, and could conceivably hack a recent example around a bit and do it that way. However, I was wondering if these can be found off-the-peg: they must be fairly standard. Is there such a thing as a legal publisher that would do such a thing (I'd be happy to pay a nominal fee for a standard document)? I could approach a solicitor, but that seems a bit of overkill for something fairly simple that I could probably do for myself. The insurance company in question doesn't supply forms any more (& I also want to do forms for a couple of policies with different companies, so a generic form would be a bit easier). I'm doing a bit of IHT/PET spring-cleaning and found a couple of life policies that aren't written in trust. TIA Allan



In message , Allan Gould writes

I dont know of an online source. Use one of your old ones. Be careful though if the polices have any value though.

Trust documents from different providers have different wordings and I believe it's to do with the way the policies are structured. You may find that one provider's form is not suitable for a policy of another.

Rob Graham

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