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Practical Will Precedents
Disk version is a set of Word documents. It does not include introductions and commentaries. Complete Index as at Release 23 — August 2010A: Absolute residuary giftsA1a Absolute residuary gift—standard form - amended A1b Absolute interest for spouse/civil partner with outright gift to adult children in default and substitutional outright gifts for adult grandchildren - amended A2 Absolute residuary gift - short form A3 Absolute residuary gift - single clause B: Residuary gifts for spouse/civil partner and children (trust wording included)B1a Absolute interest for spouse/civil partner with outright gift to adult children in default and substitutional gifts for minor grandchildren [at specified age] - amended B1b Absolute interest for spouse/civil partner with trusts for bereaved minors in default and substitutional gifts for grandchildren [at specified age] - amended B1c Absolute interest for spouse/civil partner with 18-to-25 trusts [optional deferral of income vesting to [25]] in default and substitutional gifts for grandchildren [at specified age] - amended B1d Absolute interest for spouse/civil partner with default IPDI for children subject to overriding power of appointment and discretionary trusts in default - amended B1e Absolute interest for spouse/civil partner with default IPDI for children with no overriding power of appointment but power for life tenant to appoint remainders failing which trusts for grandchildren [at specified age] - amended B1f Absolute interest for spouse/civil partner with default IPDI for children with limited overriding power of appointment and power for life tenant to appoint remainders failing which trusts for grandchildren [at specified age] - amended B1g Absolute interest for spouse/civil partner with discretionary trusts in default- amended B1h Absolute interest for spouse/civil partner with two-tier discretionary trusts in default - amended B2 IPDI for spouse/civil partner with discretionary trusts in default - amended B3 IPDI for spouse/civil partner with limited overriding power of appointment and outright gifts/trusts for bereaved minors/18-to-25 trusts for children - amended B4 IPDI for spouse/civil partner with default IPDIs for children if spouse/civil partner does not survive and discretionary trusts in default - amended B5 IPDI for spouse/civil partner on protective trusts followed by discretionary trusts- amended B6 Mirror will for surviving spouse/civil partner with cash gifts out of residue in default - amended B7 IPDI for spouse/civil partner with default trusts in separate shares for testator’s children and children of spouse/civil partner (enhanced nil rate band and debt and charge option wording) - amended C: Discretionary trusts of residueC1a Discretionary trust - amended C1b Discretionary trust with protector (including extended administrative powers) - amended C2 Trust for the disabled - amended D: Residuary gifts — no spouse/civil partner (trust wording included)D1 Single defeasible IPDI with discretionary trusts in default - amended D2a1 Parallel defeasible IPDI with outright gifts for issue in default - amended D2a2 Parallel defeasible IPDI with outright gifts in default - amended D2b Parallel defeasible IPDI with discretionary trusts in default - amended D2c Parallel defeasible IPDI incorporating IPDIs for children of a beneficiary who dies before the testator with outright gifts in default - amended D2d Parallel defeasible IPDI incorporating IPDIs for children of a beneficiary who dies before the testator with discretionary trusts for children in default - amended D2e Parallel defeasible IPDI incorporating IPDIs for children of a beneficiary who dies before the testator with outright gifts for children and issue in default - amended D3 Parallel IPDIs (including IPDIs for children of deceased beneficiary) with power for life tenant to appoint remainders with outright gifts in default - amended D4 Parallel defeasible IPDIs (including IPDIs for children of a deceased beneficiary) with limited power of appointment and power for life tenant to appoint remainders with outright gifts in default - amended D5a Gift to children at a specified age with option to qualify as trusts for bereaved minors or 18-to-25 trusts - amended D5b Gift to children on flexible bereaved minors trusts or 18-to-25 trusts - amended D5c Gift to children on terms that they take their shares in stages at specified ages - new D6 Outright gifts to adult children and substitutional gifts to minor grandchildren [at specified age] with gifts over for reserve beneficiaries - amended E: Charitable trustsE1 Will with residue on charitable trusts, - amended E1s Schedule of charitable trusts - amended E2 Will with enhanced nil rate band legacy and residue to charity - amended F: Replacement and supplementary clausesF1: Revocation and other declarations F1a Standard form of revocation and declaration F1b1 Revocation and declaration conditional on marriage/civil partnership F1b2 Revocation and declaration in expectation of marriage/civil partnership - amended F1c Inclusion of former spouse/civil partner F1d Restriction to limited territory (with partial revocation) F1e Restriction to limited territory (with full revocation) F1f Worldwide except for particular territory F1g Declaration in respect of mutual will F1h Declaration of foreign domicile F2: Funeral wishes and advance directives F2a Burial clause F2b Cremation clause F2c Precaution against premature burial F2d Request for donation of body F2e Request for donation of parts of the body F2f Power for executors to incur expense F2g Burial at sea clause F2h Living will F3: Appointment of executors and trustees F3a Standard form of appointment of executors F3b1 Appointment of executors with single substitution F3b2 Appointment of executors with multiple substitutions F3b3 Appointment of executors with specific substitutions F3b4 Appointment of executors with specific substitutions (one professional executor) F3b5 Appointment of trust corporation as executor F3c Appointment of trust corporation as executor F3d1 Appointment of partners in a firm as executors F3d2 Appointment of members in a limited liability partnership as executors F3e Appointment of literary/intellectual property executors F3f Appointment of literary/intellectual property executors and direction to hold literary/intellectual property on trusts applicable to residuary estate F3g Power of appointing new trustees F3h Appointment of new trustees with successive appointors - amended F3i Power to appoint and remove trustees F3j Appointment of charity representatives as executors F3k Appointment of charity which has trust corporation status as executor F3l Appointment of executors to continue administration of open estates F3m Appointment of single executor with power of nomination F4: Appointment of guardians F4a Standard form of appointment of guardians F4b Declaration excluding Children Act 1989, s 6 F5: Legacies F5a Specific legacies F5b1 Absolute pecuniary legacy F5b2 Absolute pecuniary legacy to minor F5b3 Conditional pecuniary legacy F5b4 Two-year simple discretionary trust F5b5 Pecuniary legacy on discretionary trusts - amended F5b6 Pecuniary legacy of amount equal to value of property - new F5c Pecuniary legacy to executors F5d1 Contingent pecuniary legacy - amended F5d2 Conditional contingent pecuniary legacy - amended F5e Index-linked pecuniary legacy F5f1a Nil rate band - Absolute pecuniary legacy - renumbered F5f1b Absolute gift of nil rate band legacy limited to a specific (indexed) amount - new F5f2 Nil rate band - Pecuniary legacy on discretionary trusts - amended F5f3 Nil rate band - Absolute pecuniary legacy (short form) F5f4 Nil rate band - Legacy of assets used in a business F5f5 Nil rate band - Legacy of Lloyd's interests on discretionary trusts - amended F5f6 Nil rate band - Legacy of business and/or agricultural property on discretionary trusts - amended F5f7 Nil rate band - Legacy of business and/or agricultural property and additional property up to nil rate band limit, on discretionary trusts - amended F5f8 Nil rate band - Two-year simple discretionary trust of nil rate band - amended F5f9 Legacy with additional provisions for debt/charge scheme - amended F5f10 Legacy on discretionary trusts carrying unused nil rate band of previous spouse/civil partner (for use where residue to pass to charity) - amended F5f11 Legacy on discretionary trusts carrying unused nil rate band of previous spouse/civil partner (for use where residue to pass to new spouse/civil partner) - amended F5f12 Legacy of an amount to enable spouse/civil partner to utilise [his/her] nil rate band F5f13 Direction to pay nil rate band legacy out of UK property F5g1 Pecuniary legacy to individual with memorandum of wishes F5g2 Pecuniary legacy to individual with memorandum of wishes F5h1 Absolute pecuniary legacy to employees F5h2 Legacy on employee trusts - amended F5i Legacy to an existing trust F5j Legacy of insurance policy F5k Legacy of family protection policy F5l1 Simple annuity F5l2 Index-linked annuity F5m1 Absolute gift of business (sole trader) F5m2 Settled gift of business (sole trader) - amended F5m3 Legacy of business interests (Lloyd's) F5m4 Gift of interest in partnership business F5m5 Designation under Agricultural Holdings Act 1986, ss 31-48 F5m6 Legacy of business and/or agricultural property F5m7 Legacy of business and/or agricultural property on discretionary trusts - amended F5m8 Legacy of interest in family limited partnership - new F5m9 Legacy of interest in family limited partnership on discretionary trusts - new F5n1 Absolute legacy of shares F5n2 Settled legacy of shares - amended F5o Legacy for the maintenance of a grave F5p1 Legacy of foreign property (general) F5p2 Legacy of French property (to spouse) F5p3 Legacy payable out of foreign property F5p4 Legacy payable out of foreign bank account F5q1 Absolute gift of literary/intellectual property F5q2 Settled gift of literary/intellectual property - amended F5r1 Legacy for the care of an animal with memorandum of wishes F5r2 Absolute legacy for the care of an animal F5r3 Legacy to RSPCA for the care of an animal F5s Legacy of release of a debt or debts F5t1 Pecuniary legacy to a named charity F5t2 Pecuniary legacy to the Charities Aid Foundation - amended F5t3 Charitable legacy distributable at trustees' discretion - amended F5t4 Pecuniary legacy for the benefit of an NHS hospital F5u Pecuniary legacy to a non-charitable unincorporated association F5v Legacy to a Church of England parish - amended F5w Legacy in satisfaction of uncompleted gift - new F6: Personal chattels F6a Standard personal chattels legacy F6b1 Personal chattels legacy with memorandum of wishes - to individual F6b2 Personal chattels legacy with memorandum of wishes - to executors F6b3 Personal chattels legacy with memorandum of wishes - to individual with executors as substitutes F6b4 Personal chattels legacy with memorandum of wishes - to individual with executors as substitutes (memorandum of wishes for executors only) F6c1 Settled legacy of personal chattels (life interest) - amended F6c2 Settled legacy of personal chattels (life interest with overriding power of appointment) - amended F6d Settled legacy of personal chattels (discretionary) - amended F7: Real property F7a1 Absolute gift F7a2 Defeasible absolute gift - amended F7b1 Settled gift (immediate post-death interest) - amended F7b2 Settled gift (discretionary trusts) - amended F7c Gift of advowson F7d Gift of lordship of the manor F8 Exercise of special power of appointment in favour of surviving spouse F9: Receipt clauses F9a General F9b Charity F9c Religious institution F9d Minors F10: Incidence of inheritance tax F10a Heritage property F10b Lifetime transfers F10c1 Partially exempt residue - Beneficiaries to receive equal net amounts F10c2 Partially exempt residue - Beneficiaries to receive equal gross amounts F10d Property held as joint tenants F11 Exclusion of doctrine of satisfaction F12 Accounting for lifetime gifts F13: Survivorship F13a Survivorship (all beneficiaries) - amended F13b Survivorship (specified beneficiaries) F14: Construction and exclusion clauses F14a1 Definition of children and issue - amended F14a2 Definition of children and issue—recognition of illegitimated children by parent - amended F14b Exclusion of Wills Act 1837, s 33 F14c Exclusion of Trusts of Land and Appointment of Trustees Act 1996, ss 19 and 20 F14d Exclusion of s 11(1) of the Trusts of Land and Appointment of Trustees Act 1996 F14e Forfeiture clause - exclusion of beneficiary who disputes any provision of the will F15: Option to purchase property F15a Beneficiary committed on exercise of option - amended F15b Beneficiary committed only after valuation - amended F16: The breakdown of relationships and the Inheritance (Provision for Family and Dependants) Act 1975 F16a Direction to executors to meet obligations to former husband/wife/civil partner F16b Declaration citing exclusion of right to claim under Inheritance (Provision for Family and Dependants) Act 1975 - amended F16c Declaration that no provision made because of separation F16d Declaration that provision made during lifetime F16e Declaration that financial security basis for making no provision F17: Administrative and supplementary clauses F17a Trustees' and executors' powers F17b Clause headings F17c Restrictions in relation to partnership interests F17d Power to create maintenance fund F17e Consent to sale of specified property F17f Power to approve variation F17g Power to disclaim in part F17h Power to add to the beneficiaries - amended F17i Declaration annulling gift to bankrupt beneficiary F17j Power to insure against an unknown potentially exempt transfer F17k Extended power of maintenance deferring incomevesting - amended F17l Payment of taxes G: Administrative powersG1 Administrative powers (long form) - amended G2 Administrative powers (short form) - amended G3 Administrative powers (selected short form) - amended H: Testimonium and attestation clausesH1 General form H2 Where the will has been altered H3 Acknowledgement by testator of signature made previously H4 Illiterate testator H5 Where another signs on behalf of the testator H6 Blind testator H7 Where testator has imperfect knowledge of English H8 Where an application for a statutory will is made on behalf of a person who lacks capacity I: Letters and summaries for use with precedentsI1a Letter and summary for use with Precedent B1a - amended I1b Letter and summary for use with Precedent B1c - amended I1c Letter and summary for use with Precedent B1d - amended I1d Letter and summary for use with Precedent B1f - amended I1e Letter and summary for use with Precedent B1g - replaced I1f Letter and summary for use with Precedent B1h - replaced I1g Letter and summary for use with Precedent B2 - renumbered and amended I1h Letter and summary for use with Precedent B3 - renumbered and amended I1i Letter and summary for use with Precedent B4 - renumbered and amended I1j Letter and summary for use with Precedent B7 - renumbered and amended I2 Letter and summary for use with Precedent C1a - amended I3a Letter and summary for use with Precedent D1 - amended I3b Letter and summary for use with Precedent D2a2 - amended I3c Letter and summary for use with Precedent D3 - amended I3d Letter and summary for use with Precedent D4 - amended J: Subsidiary documentsJ1: Codicils J1a Change of one or more executors and/or trustees J1b Change of or addition to legatees - amended J1c Change of legacies J1d Minor amendments to will J1e Addition of provisions to will J1f Sections [5 and 13] Perpetuities and Accumulations Act [2009] to apply - amended> J1g Republication of will revoked on marriage/civil partnership J2J: Deeds of variation J2a Redirection of specified property (absolute) J2b Redirection of specified property (to pilot settlement) J2c Provision for cash sum payable out of residuary estate (absolute) J2d1 Provision for cash sum payable out of residuary estate (on trust - trusts set out in the pilot settlement) J2d2 Provision for cash sum to facilitate use of nil rate band payable out of exempt share of residuary estate (on discretionary trusts - trusts set out in deed) - amended J2e Redirection of pecuniary legacy (absolute) J2f Redirection of pecuniary legacy (to pilot settlement) J2g Redirection of share of residue (absolute) J2h Redirection of share of residue (on trust) J2i Redirection of severable share of joint property J2j1 Redirection of entitlements on intestacy—simple form J2j2 Redirection of entitlements on intestacy—on trust (trusts and administrative provisions set out in deed) - amended J2k Provision for cash sum payable out of residuary estate (absolute) - further variation J2l: Redirection of entitlement of deceased beneficiary J2l1 New beneficiary takes absolutely J2l2 New beneficiaries take under trust - amended J2l3 New beneficiaries take on trusts of deceased beneficiary's will J3 Deed of disclaimer J4: Appointments under settled legacies or trusts of residue J4a1 Absolute appointment by executors J4a2 Absolute appointment J4b Life interest appointment - amended J4c1 Trust for bereaved minors/18-to-25 trust appointment out of residue held on discretionary trusts J4c2 Trust for bereaved minors/18-to-25 trust appointment (simple form) in relation to residue held on trust which qualifies as IPDI (new trust to take effect when IPDI comes to an end) J4c3 Trust for bereaved minors/18-to-25 trust appointment (simple form) out of residue held on trust which qualifies as IPDI (wholly or partially terminating interest) - amended J4c4 Trust for bereaved minors/18-to-25 trust appointment (flexible form) out of residue held on trust which qualifies as IPDI (wholly or partially terminating interest) - amended J4d Nil rate band legacy and defeasible life interest appointment out of residue held on discretionary trusts - amended J5: Appropriation and assents J5a1 Appropriation - general J5a2 Appropriation by executors to themselves as trustees of a will trust - amended J5b1 Assent under hand by executors to a beneficiary absolutely entitled J5b2 Assent under hand by executors to themselves as trustees of a will trust J5b3 Assent by deed by executors to a beneficiary absolutely entitled (subject to covenants) J5b4 Deed of appointment of a new trustee of a conveyance to joint owners where there is a tenancy in common - amended J6: Memoranda/letters of wishes J6a Memorandum/note of wishes (chattels) J6b Memorandum/letter of wishes (discretionary trusts) J6c Memorandum/letter of wishes (specimen letter for use with Precedent B2) J7 Nomination to trustees of company pension scheme J8 Declaration as to non-mutuality of wills J9 Instructions for executing a will or codicil J10: Tables and reliefs J10a Inheritance tax table (Not on disk) J10b Taper relief tables (Not on disk) J10c Quick succession relief(Not on disk) J11a Will questionnaire - replaced J11b Lasting Power of Attorney (Property and Financial Affairs) questionnaire - new J11c Lasting Power of Attorney (Health and Welfare) questionnaire - new J12 Notice of severance of joint tenancy J13: Indemnity J13a For breach of trust (devastavit) J13b On distribution to individual beneficiary J13c On distribution to trustees of will trust J13d On distribution to a charity - amended J14: Client care and post-death letters J14a Client care letter—taking instructions to prepare a will - amended J14b Summary letter post-death for use with Precedent B3 surviving spouse/civil partner executor J14c Summary letter post-death for use with Precedent B3—surviving spouse/civil partner not executor - amended J15 The devolution of an estate on intestacy in England and Wales - amended |
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