Platform Products
How the platform works and the legal documents and trusts it produces.
Platform-specific guidance, in two parts: the documents the platform produces and the trusts you can build into a will. For how the adviser app itself works, see Using the Platform; for the law behind any of it, see Estate Planning Basics.
Documents
The documents the platform generates and what you set on each form.
See all documents.
Trusts
The ten trusts you can build into a will - what each does, who it suits, and the exact form settings. Each links to the general law in Understanding trusts.
- Discretionary Trust of Residue
- Interest in Possession (IIP) · Flexible Life Interest (FLIT)
- First-Death Capped Trust
- Business Property Relief · Agricultural Property Relief · Disabled Person's
See all trusts, including where each sits in a will and the shared trustee/beneficiary settings.
The adviser app
How each page of the app works - its purpose, who can access it, and every action - now lives under Using the Platform › Pages: Dashboard, Leads, Clients, Orders, Fact-find, Billing, and more.
Naming: the product uses IIP (not IPDI). The legal term immediate post-death interest (s.49A) still appears where a page describes the law - that's deliberate and distinct.