Precedents

Template pro-formas and clause banks ensure you are always using the latest best practice and law

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Precedents
Grant letter to Pension Service[name of Pension Service office][address of Pension Service office][enter date]Dear [insert organisation name]The late...
23rd Jul
Precedents
Client information formGENERAL INFORMATIONClientSpouse/civil partnerNameAddressTelephone numberMobile numberEmail addressDOBChildrenNamesDOBPrevious...
16th Jul
Precedents
Will preparation checklistAction√DateWill questionnaire and Making a Will—client guide sent to client(s)Terms of business letter and other client care...
16th Jul
Precedents
Making a Will—client guideThis document provides general guidance regarding the reasons for and process involved in making a Will. Your Private Client...
16th Jul
Precedents
Monthly Independent Review FormClient:Fee-earner:Matter:Reviewer:Matter Number:Date:File opening:YesNoN/ACorrection/action pointsIs client clearly...
8th Jul
Precedents
Deed of appropriation for personal representativesThis Deed is made on [date]Parties1[insert name of first personal representative] of [insert...
10th Jun
Precedents
Summons for discontinuance of caveatIN THE HIGH COURT OF JUSTICEFAMILY DIVISION[THE PRINCIPAL REGISTRY OR [location] DISTRICT PROBATE REGISTRY OR ...
7th Jun
Precedents
Letter paying creditor[enter name of creditor][enter address of creditor]Dear [[insert organisation name] OR [name of creditor]]The late [name of...
5th Jun
Precedents
Estate administration—letter to HMRC (personal tax)Pay As You Earn and Self AssessmentHM Revenue and CustomsBX9 1AS[enter date]Dear HMRCThe late [name...
5th Jun
Precedents
Letter paying telephone supplier[enter name of company][enter address of company]Dear [insert organisation name]The late [name of deceased]Account[s]...
5th Jun
Precedents
Estate administration—letter to HMRC requesting IHT referenceInheritance TaxHM Revenue and CustomsBX9 1HT[enter date]Dear HMRCThe late [name of...
5th Jun
Precedents
Letter requesting council tax final account[.enter name of council][enter address of council][enter date]Dear [insert council or contact name]The late...
5th Jun
Precedents
Estate administration—Letter to mobile telephone supplier[enter name of mobile telephone company][enter address of mobile telephone company]Dear...
5th Jun
Precedents
This Precedent letter is suitable when sending the application form PA1P or PA1A for probate or letters of administration by post....
5th Jun
Precedents
Grant letter to company Registrar to transfer and/or sell shares[name of registrar][address of registrar][enter date]Dear [insert organisation...
5th Jun
Precedents
Appointment of executor(s) limited to business property as definedI appoint [full names of the business property executor(s)] of [full address(es) of...
5th Jun
Precedents
Will—to spouse absolutely, then to children on flexible life interest trust1RevocationI [full name of testator] of [address of testator] revoke all...
5th Jun
Precedents
Letter to Bank or Building enclosing cheque for loan account[name of Bank or Building Society][address of Bank or Building Society]Dear [insert...
5th Jun
Precedents
Gift of articles with request to distribute them in accordance with testator’s wishesI give to [insert full name of recipient] of [insert full address...
5th Jun
Precedents
Will—fully discretionary1RevocationI [full name of testator] of [address of testator] revoke all former testamentary dispositions made by me[ to the...
5th Jun

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