Precedents

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

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Precedents
Letter to GP requesting assessment of capacity to make a Will[insert name and address of GP][insert date]Dear Dr [insert name of GP][insert full name,...
15th Aug
Precedents
Letter of wishes (with comprehensive drafting notes)LETTER OF WISHESTo the executors and trustees of my Will dated...
15th Aug
Precedents
Clauses dealing with accruer of share(s) of residue[If [insert full name of beneficiary] of [insert full address of beneficiary] shall predecease me...
15th Aug
Precedents
Estate administration—Letter to deceased’s employer[enter name of employer][enter address of employer][enter date]Dear [insert organisation name]The...
15th Aug
Precedents
Draft Witness Statement—claimant—family provision claimThis Precedent is based on a precedent found in Inheritance Act Claims: Law, Practice and...
15th Aug
Precedents
Draft Chancery Case Management Directions—family provision claimThis Precedent is based on a precedent found in Inheritance Act Claims: Law, Practice...
15th Aug
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...
15th Aug
Precedents
Clause—legacy of property qualifying for business property relief into discretionary trust1Legacy of qualifying business property on discretionary...
15th Aug
Precedents
Letter sending grant papers to client for signing[name of client][address of client][insert date]Dear [name of client]Estate of [name of deceased]...
15th Aug
Precedents
Estate administration—Letter to HMRC submitting Form IHT400Inheritance TaxHM Revenue and CustomsBX9 1HT[enter date]Dear HMRCThe late [name of...
15th Aug
Precedents
Estate administration—Letter to pension company[enter name of company][enter address of company][enter date]Dear [insert organisation name]The late...
15th Aug
Precedents
Letter sending draft probate papers[name of client][address of client][insert date]Dear [name of client]Estate of [name of deceased] deceasedThe...
15th Aug
Precedents
Warning to caveatorWarning to caveator, Rule 44(5)In the High Court of JusticeFamily Division[The nominated registry as defined by rule 44(15)]To...
15th Aug
Precedents
Draft Part 8 Claim Form—family provision claimThis Precedent is based on a precedent found in Inheritance Act Claims: Law, Practice and Procedure...
15th Aug
Precedents
Explanatory note/Summary for a client's Will [Your ]Will—[name of testator]—[explanatory note OR summary]This [explanatory note OR summary] explains...
15th Aug
Precedents
Clause providing against lapse in the case of a gift to a named person and operating as a direct gift to the substituted persons with a variation in...
15th Aug
Precedents
Burial or cremation wishes1[Direction as to place of burial and tombstone1.1I desire that my body may be buried in my family grave in the [insert...
15th Aug
Precedents
Letter of wishes for chattelsTo the executors and trustees of my Will dated [......................................... OR of today’s date]Under clause...
15th Aug
Precedents
Clause—legacy of nil rate band on discretionary trust1Legacy of nil rate band on discretionary trust1.1[If my Spouse survives me] I give to my...
15th Aug
Precedents
Clause—legacy of property qualifying for agricultural property relief into discretionary trustBREXIT — end of the implementation period: This...
15th Aug

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