Life Policy in Trust: Letter Pack
A life insurance policy written in trust doesn't form part of the estate — but only if the paperwork is right. This letter pack moves an existing policy into trust.
What this guide covers
A life insurance policy written in trust doesn't form part of the estate — but only if the paperwork is right. This letter pack moves an existing policy into trust.
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All content is specific to England and Wales law and government processes, verified for 2026.
This is guidance, not legal, financial or medical advice. Figures may change — verify current rates at gov.uk.
Published by Standard Index Group as part of the free institutional library — the same source that powers the Valoren record system.
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