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Trust Deed Form
Policy Holder Details
For Joint policy holders: Please note you must choose at least one Trustee not already named on the policy.
Trustee Details - the person (s) that will manage the monies when you are not here. Note: You will automatically become a Trustee
Beneficiary Details - (the person(s) that will benefit from the policy pay out)
Witness Details - Witness must over 18 and not already named in the trust. They can be a witness for all parties of the trust