Deed of assignment
Document overview
England & Wales
Scotland
- Length:4 pages (455 words)
- Available in:
Microsoft Word DOCX
Apple Pages
RTF
We guarantee every document we sell. If you are not satisfied with one of our templates after you download it for whatever reason, tell us and we’ll refund you in full immediately.
We avoid legal terminology unless necessary. Plain English makes our documents easy to understand, easy to edit and more likely to be accepted.
You don’t need legal knowledge to use our documents. We explain what to edit and how in the guidance notes included at the end of the document.
Email us with questions about editing your document. Use our Lawyer Assist service if you’d like our legal team to check your document will do as you intend.
Our documents comply with the latest relevant law. Our lawyers regularly review how new law affects each document in our library.
About this document
This deed assigns a policy for an endowment or life insurance from trustees to a beneficiary.
It is for use where the receiving party does not pay for the value of the policy (instead use this deed)
For technical legal reasons, all assignments of life policies must be by deed and not by contract.
From a practical point of view, that means that a deed requires a witness to the signatures. Unless it is more convenient to do otherwise, the same witness can verify the signatures of both parties.
Features and contents
The deed contains the following paragraphs:
- The assignment
- Undertakings by trustees
- Notice of assignment to deliver to the insurer or bank
Talk to us about this documentWe are happy to answer any questions you have. Arrange for us to call you.
Recent reviews
However it remains to be seen if it was the correct one for the purpose.......this was not apparent without buying the (relatively )expensive review service.
Choose the level of support you need
Document Only
This document - Detailed guidance notes explaining how to edit each paragraph
Lawyer Assist
- This document
- Detailed guidance notes explaining how to edit each paragraph
Unlimited email support - ask our legal team any question related to completing the document - Review of your edited document by our legal team including:
- reporting on whether your changes comply with the law
- answering your questions about how to word a new clause or achieve an outcome
- checking that your use of defined terms is correct and consistent
- correcting spelling mistakes
- reformatting the document ready to sign
Bespoke
- A document drawn just for you to your exact requirements
- Personalised service provided by an experienced solicitor
- Free discussion before we provide an estimate, for you to ask questions and for us to understand your requirements
- Transparent fees - a fixed fee for the basic work, a fixed hourly rate for new or changed instructions, and no charge for office overheads or third party disbursements
- Careful and thorough consideration of your circumstances and your consequent likely practical and legal requirements
- Provision of options that you may not have considered with availability for discussion
- Help and advice woven into the fabric of our service so that you can make the best decisions
All rights reserved