Precedents

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Precedents
Estate administration—Letter to credit/debit/store card company[enter name of card company][enter address of card company][enter date]Dear [insert...
15th Aug
Precedents
Letter to Probate Registry with draft application wording for settlingSTOP PRESS: This Precedent has been updated in light of the introduction of...
15th Aug
Precedents
Grant letter to company Registrar to transfer and/or sell shares[name of registrar][address of registrar][enter date]Dear [insert organisation...
15th Aug
Precedents
This Precedent letter is suitable when sending the application form PA1P or PA1A for probate or letters of administration by post....
15th Aug
Precedents
Will questionnaireThis questionnaire is to help us to make an initial assessment of your needs and to enable us to give you the best advice in the...
15th Aug
Precedents
Clause directing trustees to hold residuary estate on trust for beneficiaries in equal or unequal shares (with variations)My trustees shall hold my...
15th Aug
Precedents
Draft orders—family provision claimThis Precedent is based on a precedent found in Inheritance Act Claims: Law, Practice and Procedure Precedents by...
15th Aug
Precedents
Deed of appropriation for personal representativesThis Deed is made on [date]Parties1[insert name of first personal representative] of [insert...
15th Aug
Precedents
Immediate steps following a death—client guideCoronavirus (COVID-19): Following the enactment of the Coronavirus Act 2020 on 25 March 2020, special...
15th Aug
Precedents
Commencement of Will for a patient of the Court of ProtectionThis is the last will and testament of [insert full name of patient] of [insert full...
15th Aug
Precedents
Pecuniary legacy to charity or charities with provision against lapse[I give to [name of charity] charity registration number [insert number] of...
15th Aug
Precedents
Clause for an index linked legacy1In clause 2 below, ‘the Sum’ means the sum of money produced by dividing the sum of £[insert amount of legacy] by...
15th Aug
Precedents
Clause providing trusts for a disabled personIf [insert the full name and description of the disabled person who is the object of the trust, eg my...
15th Aug
Precedents
Clause providing a trust for the minor children of the testator at age 18 falling within a trusts for bereaved minors and satisfying the special...
15th Aug
Precedents
Letter to local press enclosing section 27 notice[enter name of newspaper][enter address of newspaper]The late [name of deceased]Dear [insert...
15th Aug
Precedents
Probate—client guideThis document provides general guidance regarding the probate procedure for non-professional personal representatives and bereaved...
15th Aug
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...
31st Jul
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...
31st 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...
31st Jul
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...
31st Jul

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