Will drafting

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Q&As
Pecuniary legaciesA pecuniary legacy is defined in section 55(ix) of the Administration of Estates Act 1925 (AEA 1925). It can include an annuity and...
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Produced in partnership with Lynne Counsell of 9 Stone Buildings 19th May
Practice notes
Sources of help for solicitorsSolicitors Regulation AuthorityThe Solicitors Regulation Authority (SRA) is the independent regulatory body of the Law...
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19th May
Practice notes
Probate actions—mutual WillsThe term ‘mutual Wills’ is used to describe joint or separate Wills made as a result of an agreement between the parties...
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Produced in partnership with Adam Draper of Shoosmiths 19th May
Practice notes
Preparing the application form PA1P/PA1A for probate or administration'>letters of administrationFORTHCOMING CHANGE: The postal application forms PA1P...
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19th May
Practice notes
Probate actions—Larke v Nugus requestsWhat is a Larke v Nugus requestIn 1959 the Law Society first recommended that where a dispute arises about the...
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19th May
Practice notes
Contents of Wills—residuary giftsWhat a residuary gift comprisesThe residuary estate will not necessarily comprise only cash, but will usually include...
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19th May
Practice notes
Assent of assets by personal representativesAssent by personal representativesPersonal representatives (PRs) can transfer assets to beneficiaries in...
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19th May
Q&As
Is an application for a grant ad colligenda bona the correct procedure to enable executors to complete a sale of property as agreed by the...
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Produced in partnership with Lynne Counsell of 9 Stone Buildings 19th May
Q&As
For an infant settlement approval hearing, is there a standard draft order? Is Form N292 applicable for Inheritance Act claims?There are specific...
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Produced in partnership with Chris Bryden of 4 King’s Bench Walk 19th May
Practice notes
Entitlement to a grant for a non-domiciled testatorDeceased domiciled outside England and WalesA grant issued in England and Wales will be necessary...
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19th May
Practice notes
Revocation of WillRevocation of a WillA Will is revocable at any time during the testator's lifetime. A testator may not revoke their Will in any...
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19th May
Precedents
Warning to caveator, Rule 44(5)In the High Court of JusticeFamily Division[The nominated registry as defined by rule 44(15)]To [name] of [address] a...
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19th May
Practice notes
Payment of legaciesIdentification of beneficial interestsThe personal representatives (PRs) of an estate must identify:•the beneficiary or...
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19th May
Practice notes
Intermeddling in an estateWhat is intermeddling?An individual who performs certain duties which a personal representative (PR) would perform to...
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Produced in partnership with Jenny Bird and Charlotte Kynaston of Macfarlanes 19th May
Practice notes
Will drafting—hotchpotHotchpot clauses in Wills can be useful in equalising benefits between beneficiaries.The hotchpot rule is also applied in cases...
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19th May
Practice notes
Failure of gifts—ademptionWhen applying the doctrines of ademption and abatement, a distinction is drawn between specific, general and demonstrative...
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19th May

Most recent Will drafting content

Precedents
Explanatory note/Summary for a client's Will [Your ]Will—[name of testator]—[explanatory note OR summary]This [explanatory note OR summary] explains...
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5th Jun
Precedents
Will—legacy of agricultural property on discretionary trust, residue to spouse absolutely, then to children absolutely1RevocationI [full name of...
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5th Jun
Precedents
Clauses for normal attestation, by a blind testator or on behalf of a patient of the Court of Protection[AS WITNESS my hand this ............ day of...
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5th Jun
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...
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5th Jun
Precedents
Clause directing trustees to hold residuary estate on trust for beneficiaries in equal or unequal shares (with variations)My trustees shall hold my...
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5th Jun
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...
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5th Jun
Precedents
Clause—legacy of property qualifying for agricultural property relief into discretionary trustBREXIT — end of the implementation period: This...
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5th Jun
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...
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5th Jun
Precedents
Will—to spouse on flexible life interest trust, remainder to children absolutely1RevocationI [full name of testator] of [address of testator] revoke...
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5th Jun
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...
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5th Jun
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...
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5th Jun
Precedents
Will—half to spouse absolutely, half to children absolutely1RevocationI [full name of testator] of [address of testator] revoke all former...
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5th Jun
Precedents
Will—to spouse absolutely, then to children absolutely1RevocationI [full name of testator] of [address of testator] revoke all former testamentary...
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5th Jun
Precedents
Clause giving family home on trust with discretion to trustees to allow a named person to occupyI give free of tax to my Trustees my property known as...
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5th Jun
Precedents
Will—individual, unmarried, no children1RevocationI [full name of testator] of [address of testator] revoke all former testamentary dispositions made...
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5th Jun
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...
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5th Jun
Precedents
Gift for the maintenance and upkeep of an animal[I give to my trustees the sum of £[insert amount] (‘the gift’) upon trust to invest the same and to...
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5th Jun
Precedents
Will—legacy of business property on discretionary trust, residue to spouse absolutely, then to children absolutely1RevocationI [full name of testator]...
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5th Jun
Precedents
Will—to spouse absolutely, then to children in equal shares absolutely with disabled child’s share being settled on trust1RevocationI [full name of...
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5th Jun
Precedents
Commencement of Will confining revocation and new Will to UK property and making a domicile declarationI [insert full name of testator] of [insert...
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5th Jun

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