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Products> Wills  Lasting Power of Attorney Joint Tenancy Severance Advance Directive
                 Codicil Generator Support Materials Appointment Generator Flexible Gift
                 Partnership Agreement Employment Contract

Flexible Gift - Policies in Trust

Flexible Gift - Policies in Trust. Putting life policies in trust is recommended for most family protection insurances – the policy benefits are independent of the estate, are not included in IHT calculations and can be paid out immediately without waiting for probate. This module generates documents for putting any life policy in trust at any time after the initial purchase.

Additional forms used for Trustees, Beneficiaries and Policy details.

 

Products> Wills  Lasting Power of Attorney Joint Tenancy Severance Advance Directive
                 Codicil Generator Support Materials Appointment Generator Flexible Gift
                 Partnership Agreement Employment Contract