Wills and Lifetime PlanningENG

This valuable and thorough legal publication assists the practitioner to take instructions and prepare wills with confidence, whether for a single client or complex families.

3 Matter Plans

Overview

This valuable and thorough publication provides the legal practitioner with a comprehensive and systematic retainer instruction sheet to ensure correct and appropriate advice for all wills law matters. The practitioner can then prepare suitable wills for a single client or for complex families, including where the clients have an extensive or complicated asset portfolio.

Precedents provide various ways to deal with blended families, digital assets, businesses, tax-efficient planning, and rights to occupy.

The commentary also considers tax implications, the use of testamentary trusts, validity considerations, and dealing with assets in multiple jurisdictions.

The 101 Succession Answers reference manual is also included in this publication. It is a must-have, easy-reference resource for all firms, providing detailed information in a quickly accessible and searchable format. Tricky questions can be answered quickly using the 101 Succession Answer’s alphabetical headings and plain English format.

There are many useful precedents in this publication, including:

  • Template wills for a range of situations and clients;
  • Library of additional clauses for wills, including attestation clauses;
  • Letter of wishes;
  • International will certificate; and
  • Execution guides for clients and practitioners, including the use of video-links.

Ready To Use Resources

Choose from ready-to-use legal documents within this Publication.

resources
  • Unlimited access across all devices

  • Practical and up-to-date

  • Comprehensive library of legal precedents and forms


Questions? We're here to help

3 Matter Plans Included


  • Bylawyers
    101 Succession Answers
    “Duty to keep accounts The personal representatives of an estate have a legal duty to keep accounts of the administration of an estate: s 25 of the Administration of Estates Act 1925.”

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Our Authors

More than 50 legal professionals have contributed to By Lawyers' publications, all helping to ensure content is updated regularly to reflect changes in legislation, practice and procedure.

Meet Our Authors
Our Authors