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LPC Law Notes Private Client Notes

Drafting Wills Notes

Updated Drafting Wills Notes

Private Client Notes

Private Client

Approximately 235 pages

A collection of the best LPC Private Client the director of Oxbridge Notes (an Oxford law graduate) could find after combing through twenty-nine LPC samples from outstanding students with the highest results in England and carefully evaluating each on accuracy, formatting, logical structure, spelling/grammar, conciseness and "wow-factor".

In short these are what we believe to be the strongest set of Private Client notes available in the UK this year. This collection of notes is fully updated f...

The following is a more accessible plain text extract of the PDF sample above, taken from our Private Client Notes. Due to the challenges of extracting text from PDFs, it will have odd formatting:

Opening THIS IS THE LAST WILL AND TESTAMENT of me [NAME] of [address] made the [x] day of [month] 2019
THIS WILL dated [x] day of [month] 2019 IS THE LAST WILL AND TESTAMENT of me [NAME] of [address]
Revocation I HEREBY REVOKE all former wills and testamentary dispositions previously made by me
I [NAME] of [address] HEREBY REVOKE all former wills and testamentary dispositions and DECLARE this to be my last will
Disposal of Body Cremation I DIRECT that my body shall be cremated after my death and my ashes buried at [place]
Burial I DIRECT that my body shall be buried at [place]
Appointment of Executors and Trustees Executors and Trustees I APPOINT [NAME] of [address] and [NAME] of [address] (in my will called ‘my Trustees’ which expression shall where the context so admits include the trustee or trustees for the time being of any trusts arising under my will) to be my executors and trustees
  1. I APPOINT [NAME] of [address] and [NAME] of [address] to be my executors

  2. I APPOINT as trustees of this will the persons who take out the first Grant of Probate (not being limited to settled land) to be made in respect of it

Appointment with Provision for Substitution
  1. I APPOINT my [husband/wife] [NAME] as my Executor and Trustee

  2. If [he/she] shall predecease me or be unwilling or unable to act I APPOINT [NAME] of [address] to be my Executor(s) and Trustee(s)

I APPOINT my [husband/wife] [NAME] to be the executor and trustee of this my will but if [he/she] shall fail to survive me or otherwise be unable or unwilling to act as my executor then I appoint the partners at the date of my death in the firm of [firm name] or the firm which at that date has succeeded to and carries on its practice and I express the wish that only two of the partners in the firm shall act
  1. I APPOINT [NAME] of [address] and [NAME] of [address] to be the executors and trustees of my will

  2. If either of the persons appointed in clause [x](a) above dies in my lifetime or renounces probate or refuses or is unable to act in the office of executor then I appoint [NAME] of [address] and [NAME] of [address] in that order to fill any vacancy in the office of executor that may occur

  3. I DECLARE that the expression ‘my Trustees’ shall where the context so admits include my executors and the trustee or trustees of my will for the time being

Appointment of Partners in a Solicitors’ Firm
  1. I APPOINT as my executors and trustees the partners at the date of my death in the firm of [firm name] or the firm or incorporated practice which at that date has succeeded to and carries on its practice

  2. In clause (a) above ‘firm’ includes an incorporated practice recognised by the Solicitors’ Regulation Authority and ‘partners’ includes salaried partners and directors or members of or beneficial owners of shares in an incorporated practice

  3. In my will the expression ‘my Trustees’ shall, where relevant, include my executors and the trustees for the time being of any trust arising under my will

  4. I express the wish that no more than two of the partners shall prove my will and act initially in its trusts

  5. Any of my Trustees who is a solicitor or is engaged in any other profession may charge his usual professional charges for work done by him or his firm (including acts which a layman could have done personally) on the same basis as if he were not one of my Trustees but employed to carry out the work on their behalf

Appointment of Guardian(s) I APPOINT [name(s]] [both] of [address] [jointly] to be the guardian(s) of any of my children who are minors at the date of death of my [husband/wife]
If my [husband/wife] dies in my lifetime or fails to survive me by 28 days I APPOINT [names] both of [address] jointly to be the guardians of any of my children who are minors
Specific Legacies I GIVE the following specific legacies absolutely and free of inheritance tax and free of any costs of transfer
Car I GIVE my [brand] car to my [husband/wife/friend/child/etc.] [NAME] of [address] [provided he/she survives me by 28 days] or any car that I may own at the date of my death absolutely and free of inheritance tax
Land I GIVE to my [husband/wife/friend/child/etc.] [NAME] of [address] [provided he/she survives me by 28 days] absolutely and free of inheritance tax my freehold property known as [address] and I DIRECT that any outstanding mortgage or charge on the property shall be discharged out of my Residuary Estate
I GIVE to my [husband/wife/friend/child/etc.] [NAME] of [address] [provided he/she survives me by 28 days] absolutely and free of inheritance tax my share of the freehold property known as [address]
Chattels I GIVE to my [husband/wife/friend/child/etc.] [NAME] of [address] [provided he/she survives me by 28 days] absolutely and free of inheritance tax such of my personal chattels (as defined by Administration of Estates Act 1925, s.55(1)(x)) [except those which are the subject of specific gifts in this my will or in any codicil hereto] as [he/she] shall select in writing within [three] months of my death
Power to Select I GIVE to my [husband/wife/friend/child/etc.] [NAME] of [address] [provided he/she survives me by 28 days] absolutely and free of inheritance tax any [X] which I may own at the date of my death
Shares
  1. I GIVE to my [husband/wife/friend/child/etc.] [NAME] of [address] [provided he/she survives me by 28 days] absolutely and free of inheritance tax all my shares in [x] plc

  2. [Any...

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