31st May 2017
Making things simpler with Prudential’s improved Trust and Application Form Tool
Prudential know that trust business can be time consuming and complicated, particularly when completing documentation. They’ve made things easier for you by improving their popular Trust and Application Form tool.
As well as adding the Probate Trust to the tool, they’ve also enhanced it by giving more:
- Guidance on dating the trusts and applications
- Information about who can be beneficiaries of the various types of trusts
- Information on when advisers should tick the box to cancel the loan on death for loan trusts
The inclusion of the Probate Trust complements their already extensive trust proposition, including the unique Prudence Inheritance Bond.
Check out the updated tool online.
Don’t forget about Prudential’s Estate planning core kit which has a host of support material available to help with estate planning conversations with your clients.
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