Protection Gift Trusts Discretionary Trust Deed - Legal & General 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by inserting the Policy Number in the designated box. If unknown, leave it blank for now.
3. Proceed to date the Trust on page 3, ensuring it is after all parties have signed.
4. Complete the Settlor’s details on page 3, including name and address. If there are joint Settlors, include both.
5. On page 4, insert details of any additional Beneficiaries not already listed.
6. Decide whether to retain terminal illness benefits on page 5 and indicate your choice.
7. Fill out the application or existing policy details on page 7 accurately.
8. Sign the Trust on page 8 and ensure signatures are witnessed by an independent adult.

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