Parker's Will Precedents
Oct 11, 2017 - 0 comments
- Appointment of a sole executor with alternative executor
- Appointment of a trust corporation as executors and trustees
- Appointment of beneficiaries as executors
- Appointment of executors and trustees where a trust may arise
- Appointment of executors with different people appointed as trustees
- Appointment of executors with wish expressed regarding solicitors to be employed
- Appointment of members of a solicitors' firm and an accountants' firm as executors and trustees
- Appointment of members of solicitors' firm as executors and trustees
- Appointment of members of solicitors' LLP as executors and trustees
- Appointment of solicitors together with lay trustee as executors and trustees
- Appointment of solicitors' firm where there is no possibility of a trust arising
- Appointment of the Public Trustee as executor and trustee
- Appointment of the testator's partner as executor with children as alternatives
- Appointment of two executors where there is no possibility of a trust arising
- Appointment where different trustees appointed for a particular trust
- Professional charges clause
- Appointment of different guardians for children from different marriages
- Appointment of different guardians for different children
- Appointment of spouse not intended to be revoked by dissolution of marriage
- Appointment of testamentary guardians
- Appointment of testamentary guardians conditional on being surviving parent
- Form of testimonium and attestation clause to a codicil
- Standard form of testimonium and attestation clause
- Testator is able to read but unable to sign his name - signed at his direction
- Testator is able to read but unable to sign his name - signed with mark
- Where the testator is able to sign but unable to read
- Where the testator is unable to read or write
- Appointment of separate business executors
- Gift of business of which testator is sole proprietor
- Gift of chattels including a chattel used in business to somebody other than the successor to the business
- Gift of interest in LLP or any sums payable by LLP
- Gift of interest in partnership
- Gift of interest in partnership (no partnership agreement)
- Gift of option to purchase farming business and freehold farm
- Gift of shares and loan account in company
- Gift of shares in company
- Gift of shares in unquoted company to non-exempt beneficiary conditional on testator owning the shares for the preceding two years
- Gift of sole trader business to trustees with requirement that the net profits and proceeds of sale be held on trust
- Specific gift of agricultural or business property - by reference to the available relief
- Specific gift of agricultural property - simple form
- Formula gift to charity to ensure that the reduced rate of inheritance tax is available in relation to general component of estate
- Formula gift to charity to ensure that the reduced rate of inheritance tax is available in relation to more than one component of estate
- Gift of share of residue
- Gift on charitable trust
- Gift to charity with non-binding purpose request
- Gift to national charity with non-binding request that it be used for a local branch of the charity
- Pecuniary legacy to charity
- Pecuniary legacy to charity with provision for the charity ceasing to exist
- Codicil
- Codicil revoking nil rate band legacy
- Non-dispositive clauses of complete Will in the longer form
- Non-dispositive clauses of complete Will incorporating STEP provisions
- Declaration of exclusion
- Declaration that legacies are free of inheritance tax and other duties
- Excluding ademption
- Excluding doctrine of satisfaction
- Exclusion of illegitimate, legitimated and adopted children
- Inclusion of specified step-children
- Inclusion of step-children as a class
- Intermediate income
- Lapse
- Provision for proportional accrual
- Survivorship
- Gift of all digital assets to a specified beneficiary with non-binding request to deal with in accordance with Memorandum of Wishes
- Gift of all digital assets to specified beneficiary
- Gift of balance in an online account
- Gift of contents of computers
- Gift of digital assets by reference to list
- Gift of domain name
- List of digital assets
- Memorandum of Wishes for digital assets
- Qualifying post death interest (and qualifying trust for income or capital gains tax)
- Qualifying trust for section 89 and for income or capital gains tax
- Wide form discretionary trust
- Declaration of choice of law under the EU Succession Regulation
- Jurisdiction excluded for foreign property
- Jurisdiction limited to property in England and Wales
- Direction for burial
- Direction for burial with reference to specific plot
- Direction for cremation
- Direction for funeral service
- Donation of the body
- Funeral arrangements prepaid funeral
- Objection to cremation
- Provision for residuary beneficiaries to receive equal amounts (with grossing up of non-exempt shares)
- Provision for tax burden to be on non-exempt residue
- Capped gift of inheritance tax nil rate band to children
- Clauses enabling use of a promissory note to satisfy the nil rate band gift
- Gift on discretionary trust of (capped) inheritance tax nil rate band in favour of spouse and issue
- Gift to children of inheritance tax nil rate band
- Residue on life interests to spouse - power for the trustee to terminate within the lifetime of the spouse
- Short term discretionary trusts for the benefit of spouse and issue
- Specific gift of agricultural or business property - by reference to the available relief
- Specific gift of agricultural property - simple form
- Specific gift of business property together with the balance of the inheritance tax nil rate band
- Agreement underpinning a mutual Will
- Clause creating a mutual Will
- Clause creating joint Will
- Clause reciting the creation of reciprocal but not mutual Wills
- Declaration that legacies are free of inheritance tax and other duties
- Demonstrative pecuniary legacy
- Direction as to interest
- Direction regarding 'double portions'
- Direction regarding legacies to creditors
- Gift of a number of inflation-proof legacies
- Inflation-proof legacy
- Legacies to two beneficiaries with provision for accruer
- Legacy of specific amount to each grandchild
- Legacy subject to inheritance tax
- Legacy to a minor - provision for payment to minor if over 16 and otherwise to parent or guardian
- Legacy to be divided between two or more beneficiaries
- Legacy to employee if still employed
- Legacy to executor
- Legacy to grandchildren
- Legacy to grandchildren - alternative method
- Legacy to grandchildren with substitution of great grandchildren
- Pecuniary legacy
- Priority legacy
- Specific pecuniary legacy
- Appointment ending a short term discretionary trust within two years of death
- Letter about a discretionary trust
- Letter about a life interest trust
- Letter enclosing Wills for completion
- Notice of severance
- Promissory note
- Life interest trust of residue in favour of surviving spouse
- Age 18 trust
- Age 18-25 trust with express powers of accumulation and advancement
- Bare trust for a minor
- Immediate post death interest for a person under 18 (excluding Trustee Act 1925 s 31)
- Receipt clause for minors - guardians and parental responsibility
- Small legacy to minor with receipt clause
- Opening and revocation limited to UK property
- Opening and revocation with date of Will at beginning
- Opening distinguishing testator from relatives with the same name
- Opening where the testator has used two or more alternative names
- Opening where Will is made in contemplation of divorce or annulment
- Opening where Will is to remain in force after marriage or civil partnership
- Standard opening and revocation of earlier Wills
- Will conditional on marriage or civil partnership taking place
- Advancement in favour of life tenant
- Ancillary powers
- Appointment of agents
- Appropriation
- Borrowing
- Exclusion of duty of care
- Exclusion of duty to consult beneficiaries
- Exclusion of duty to review acts of agents and nominees
- Incorporation of all of the STEP Standard and Special Provisions
- Incorporation of the STEP Standard Provisions
- Incorporation of the STEP Standard Provisions and selected Special Provisions
- Introductory clause
- Investment
- Limitation of trustee liability
- Loans to life tenant
- Minors - receipts
- Power to carry on testator's business
- Purchase of trust assets by trustee
- Restriction of power to convey land to beneficiaries
- Use of nominees
- Creation of trust for sale with debts, inheritance tax etc to be paid out of proceeds
- Discretionary trust of residue for testator's children
- Division of residue among a number of persons in fractional shares
- Division of residue among a number of persons in percentage shares with gift over to children and provision for accruer of lapsed shares
- Division of residue among a number of persons in percentage shares with no gift over to children but instead provision for accruer of lapsed shares
- Division of residue among a substantial number of exempt and non-exempt beneficiaries
- General discretionary trust of residue
- Gift for specified charitable objects
- Gift to brothers, sisters, brothers-in-law and sisters-in-law with substitutional gift to nephews and nieces
- Gift to charities in such shares as the trustees see fit
- Gift to children at 21 with substitutional gift to issue
- Gift to children at 25 with substitutional gift to grandchildren
- Gift to specified charities in equal shares
- Gift to spouse or civil partner for life
- Gift to spouse or civil partner limited for life or until remarriage or formation of civil partnership
- Gift to spouse or civil partner to be followed by substitutional gift
- Gift to those of issue whom spouse or civil partner with life interest appoints with default gift to children
- Vested gift to children with substitutional gift to any surviving spouse of deceased child but otherwise to grandchildren
- Vested gift to children with substitutional gift to grandchildren
- Will giving residence to surviving spouse or civil partner with half residue to spouse or civil partner and half residue to children of first marriage or civil partnership
- Will giving right of residence and life interest in residue to surviving spouse or civil partner with remainder to children of first marriage
- Will giving right of residence to surviving spouse or civil partner with half residue to spouse or civil partner and half residue to children of first marriage
- Will in favour of testator's second spouse with legacies to children of first marriage
- Will sharing estate between the testator's second spouse or civil partner and the brothers and sisters of the first spouse or civil partner
- Will giving residue to nephews and nieces with funeral arrangement, specific gifts and legacies
- Will of single adult leaving everything to a single adult who is appointed executor
- Will of single adult leaving everything to a single adult who is appointed executor with gift over on the original beneficiary predeceasing testator
- Will of widow or widower in favour of children or their spouses or, alternatively, the grandchildren with specific and pecuniary legacies
- Absolute gift of personal chattels to children with non-binding request as to distribution in accordance with memorandum
- Bequest of Baxter Prints
- Bequest of car owned at date of death
- Bequest of car owned at date of Will
- Bequest of chattels as defined by Administration of Estates Act 1925
- Bequest of chattels in possession of testator but not owned by him
- Bequest of chattels subject to financial agreement
- Bequest of collection by reference to inventory
- Bequest of contents of house
- Bequest of contents of house - alternative form
- Bequest of furniture and household effects
- Bequest of jewellery and personal effects
- Bequest of personal chattels as defined by Administration of Estates Act 1925 - gift to trustees for distribution equally among children
- Bequest of personal chattels as defined by Administration of Estates Act 1925 with additions
- Bequest of personal chattels as defined by Administration of Estates Act 1925 with additions and exceptions
- Bequest of personal chattels as defined by Administration of Estates Act 1925 with exceptions
- Bequest of personal chattels selected by beneficiaries
- Bequest of specific items by reference to inventory - alternative method
- Cost of delivery to or vesting in beneficiary
- Gift of a debt
- Gift of jewellery to daughter with right of selection and distribution, default gift into residue
- Gift of pictures to children to select with provision for disagreement
- Gift of shares
- Gift of shares - alternative form
- Gift of sums of money in a bank account
- Release of debt and the debtor's estate
- Release of security
- Release of simple debt
- Gift of a furnished house to trustees to permit occupation as a residence
- Gift of house - subject to inheritance tax
- Gift of house to trustees to permit occupation as a residence
- Gift of house to trustees to permit occupation as a residence - alternative
- Gift of immovable property - provision for description
- Gift of interest in a house held as tenant in common
- Gift of property on life interest
- Gift of testator's residence
- Simple gift of house free of mortgage
- Simple gift of house to two or more persons as joint tenants
- Simple gift of house to two or more persons as tenants in common
- Checklist
- Gift of property on life interest to lineal descendant
- Gift of residue to spouse or civil partner for life and afterward to lineal descendants
- Specific gift of residence at death to lineal descendant
- Specific gift of residential property to lineal descendant - simple form
- Vested gift of residue to lineal descendants
- Vested gift to children with substitutional gift to any surviving spouse of deceased child but otherwise to grandchildren
- Legacies, residue equally between children and partner
- Will providing for right of residence and legacy for partner with residue to children
- Will creating 21-year capped nil rate band discretionary trust with residue to spouse or civil partner
- Will creating nil rate band discretionary trust with residue to spouse or civil partner for life
- Will creating trust for a disabled child with residue to the testator's spouse or civil partner
- Will for previously married testator whose spouse has an enhanced nil rate band creating nil rate band discretionary trust with residue to spouse or civil partner absolutely; Will including promissory note provisions
- Will giving testator's interest in residence to children with residue to spouse or civil partner
- Will leaving everything to spouse or civil partner creating discretionary trust for children if spouse or civil partner has predeceased
- Will of married adult with adult children leaving everything to spouse or civil partner for life with gift of remainder to children
- Will of married adult with adult children leaving everything to spouse or civil partner with substitutional gift to children
- Will in favour of surviving spouse or civil partner with substitutional gift to brothers, sisters, brothers-in-law and sisters-in-law
- Will leaving spouse or civil partner life interest in the entire estate with remainder to brothers, sisters, brothers-in-law and sisters-in-law
- Commencement of statutory Will or codicil
- Attestation clause for a statutory Will or codicil
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