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Using trusts with life policies A customer guide to our Flexible Trust 2 Contents The purpose of this guide 3 Part 1 Do I need a trust? 5 Family Protection Providing for Inheritance Tax Planning The
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How to fill out guide to using trusts
How to fill out guide to using trusts
01
Start by gathering all necessary information and documents related to the trust.
02
Identify the purpose and goals of the trust.
03
Choose the type of trust that suits your needs (revocable or irrevocable, living or testamentary).
04
Select a trustee who will be responsible for managing the trust.
05
Draft the trust document with the help of an attorney or using a trusted template.
06
Include specific instructions and provisions in the trust document regarding beneficiaries, assets, and distribution.
07
Fund the trust by transferring assets and property into its name.
08
Ensure proper record-keeping and maintenance of the trust's financial transactions.
09
Regularly review and update the trust as needed, considering any changes in personal circumstances or legal requirements.
Who needs guide to using trusts?
01
Individuals or families with substantial assets who want to protect and manage their wealth effectively.
02
Business owners looking to ensure a smooth transition of assets or to protect business interests.
03
Parents who want to establish a trust for the financial well-being and support of their children or beneficiaries.
04
Individuals concerned about privacy, as trusts offer a level of asset protection and confidentiality.
05
Estate planners and professionals advising clients on estate planning strategies.
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