Simple. Smart. Sorted.
Putting your life insurance in Trust has never been this easy.
No paperwork, no appointments, no jargon.
Genie guides you step-by-step and does the hard part for you.
Step-by-Step:
Your Genie Journey
Here’s what happens when you get started:
01
Answer a few quick questions
Tell Genie why you bought your policy and who you want to protect.
02
Genie builds your personalised Trust
Using your answers, Genie selects the right type of Trust and sets everything up behind the scenes.
03
Sign digitally
Job done
You review the Trust, sign with a legally accepted digital signature, and Genie sends it directly to your insurer.
04
Store and share in your secure Genie Vault
Your Trust and policy documents are kept safe, and you can give access to your family or Trustees.
What Genie Actually
Does for You
Genie isn’t just a tool; it’s a fully guided experience that stays with you for the long term and takes care of:
Choosing the right Trust type
Producing your legal documents
Sending them to your insurer
Your own private and secure account to help you now and in the future
A safe, personal space where everything is organised and easy to find
An account that grows, keeping up with life’s milestones and surprises
Helping your family access everything if something happens
Supporting those you Trust with ‘What to do IF…’ help and contacts
