Variation—deed—to insert legacy in Will—by residuary beneficiaries

The following Private Client precedent provides comprehensive and up to date legal information covering:

  • Variation—deed—to insert legacy in Will—by residuary beneficiaries

Variationdeed—to insert legacy in Will—by residuary beneficiaries

THIS DEED is made on [date]

Parties

  1. 1

    [Names of residuary beneficiaries entitled under the Will] of [addresses] (the Residuary Beneficiaries)

  1. 2

    [Name of new beneficiary of inserted legacy] of [address] (the New Beneficiary)

  1. 3

    [Names of executors] of [addresses] (the Executors)

BACKGROUND

    1. (A)

      [Name of deceased] (the Deceased) died on [date of death] leaving their last Will dated [date of last Will] (the Will).

    1. (B)

      [Probate of the Will was granted out of the [Principal OR [name] District Probate] Registry of the Family Division of the High Court to the Executors on [date of grant of probate] OR No grant of probate of the Will has yet been issued to the Executors].

    1. (C)

      By the Will, the Deceased appointed the Executors to be executors and trustees and [after leaving their personal chattels to [name of deceased's surviving spouse or civil partner]][AND pecuniary and specific legacies to [name of legatees]] left their residuary estate (subject to payment of their funeral and testamentary expenses and debts) to the Residuary Beneficiaries in equal shares

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