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Documents checklist

Important documents and personal information checklist Read More

Simple will with gift over

This free template creates a simple last will and testament where the testator leaves all his or her assets to one other person (adult). If that beneficiary does not succeed you, then the estate is given to someone else, or to a charity, or shared between a group of people (such as your children, or your grandchildren, or your nieces and nephews). There are no provisions for individual gifts (bequests or legacies) to be made. Included with the template are extensive guidance notes, explaining clearly how to edit the template and how to sign the will correctly, and a short example letter of intent to your executors. Read More

Will: to one person after legacies and bequests

This free template creates a last will and testament where the testator leaves all his or her assets to one person after making specific gifts of money and possessions. If your main beneficiary does not succeed you by a given number of days, you may choose either for your estate to be left to your children in equal proportions, or to other named people in percentage shares chosen by you. There are a number of options for giving to your children, including creation of a trust (using standard STEP provisions), and passing the estate to a parent or guardian of your children. Also included with the template are extensive guidance notes, explaining clearly how to edit the template and how to sign the will correctly, and a short example letter of intent to your executors or trustees. Read More

Will: half to wife, husband or partner and half to children

This free template creates a simple last will and testament, but contains numerous options so that it will be suitable in many circumstances. After legacies and bequests it divides your remaining estate (in proportions you choose) between your wife, husband or partner, and your children or other benefactors. The key feature of this will template is that you can set trust provisions in detail, giving you greater control of how the trustees should invest and manage your estate for any children. Also included with the template are extensive guidance notes, explaining clearly how to edit the template and how to sign the will correctly, and a short example letter of intent to your executors or trustees. Read More

Will template: lifetime beneficial interest for spouse, partner or dependant

£18.00 inc VAT

This will template has been drawn to allow a testator to support someone (such as a spouse or partner) for the rest of his or her life or subject to certain conditions, before dividing the remainder the estate between ultimate beneficiaries. It can be used to help minimise the value of the estate of the main beneficiary (possibly reducing inheritance tax liabilities) or it can be used to control who ultimately benefits from the estate (for example, to ensure children from earlier relationships are not disinherited). As in other Net Lawman will templates, you can set trust provisions in detail, giving you greater control of how the trustees should invest and manage your estate. Also included with the template are extensive guidance notes, explaining clearly how to edit the template and how to sign the will correctly, and a short example letter of intent to your executors or trustees. Read More

Will: home and part of estate into life trust for wife, husband or partner; other part into trust for other beneficiaries

£18.00 inc VAT

This will template allows you to split your estate so that a proportion helps support someone (such as an unmarried partner or brother or sister) for the rest of his or her life and the remainder gives other beneficiaries (such as your children) income or capital value from your estate earlier. The main aim of the will is to separate ownership of your estate from beneficial interest (for example, to ensure children from earlier relationships are not disinherited without disadvantaging a dependant), although it is possible that it could be used to minimise inheritance tax liabilities as well. The will creates two trusts for a life beneficiary, placing your share of the house in one, and a proportion of the estate in the other. It also creates a third containing the rest of the estate for other beneficiaries. Once the life beneficiary dies (or other conditions are met) the trusts are distributed to these other beneficiaries. As in other Net Lawman last will and testament templates, you can set trust provisions in detail, giving you greater control of how the trustees should invest and manage your estate. Also included with the template are extensive guidance notes, explaining clearly how to edit the template and how to sign the will correctly, and a short example letter of intent to your executors or trustees. Read More

'Young family' will: to spouse or partner, gift over to children's trust

£18.00 inc VAT

This family will has been designed for parents of young children. It could also be used by a grandparent leaving their estate to an adult son or daughter with a young family. The effect of the will is simple: the estate passes entirely to one person or into a discretionary trust for young children if the beneficiary does not succeed you by a certain number of days. Also included with the template are guidance notes, explaining clearly how to edit the template and how to sign the will correctly, and a short example letter of intent to your executors or trustees. Read More

Will: business and value to nil rate band gifted separately

£24.00 inc VAT

This will is suitable for someone who owns shares in a private company or who is a partner in a business partnership, and who wishes to have a straightforward will. After specific gifts have been made, business interests are gifted to one person or party such as a sibling or adult child. The remainder of the estate is further divided with assets with a value up to the nil rate band at the time of death gifted to one set of beneficiaries (such as children), and the rest of the estate gifted to another (such as a spouse or partner). There is provision for gift over if that person does not survive you. As in other Net Lawman will templates, you can set trust provisions in detail, giving you control of how the trustees should invest and manage your estate. Also included with the template are guidance notes, explaining clearly how to edit the template and how to sign the will correctly, and a short example letter of intent to your executors or trustees. Read More

Will: value to nil rate band placed in discretionary trust

£24.00 inc VAT

This will template is most likely to be used by someone with a young family and a share in a private company or business partnership. It aims to give you control over how your estate will be divided and also provide some basic IHT planning. It uses a discretionary trust to protect assets for beneficiaries until they reach a certain age. After specific gifts have been made, business interests are left as gifts to one person or party such as a sibling or adult child. The residual estate is divided so that assets with a value up to the nil rate band at the time of death are placed into a discretionary trust for one set of beneficiaries (such as your children), and the rest is proportioned between named beneficiaries (such as your spouse or partner and your children). There is provision for gift over if your spouse or partner does not survive you. As in other Net Lawman will templates, you can set trust provisions in detail, giving you control of how the trustees should invest and manage your estate. Also included with the template are guidance notes, explaining clearly how to edit the template and how to sign the will correctly, and a short example letter of intent to your executors or trustees. Read More

Will: assets in trust: lifetime beneficial interest and discretionary trust

£30.00 inc VAT

This will template allows the testator to place his or her estate, after specific gifts, into two trusts: one that has a life beneficiary (such as a wife or a husband), and another that is a discretionary trust. It also includes provisions for gifting a share in a private company or business partnership. By doing this, the will allows beneficiaries to benefit from assets, without owning them. This may be desirable in situations of second marriages where the testator doesn't want to disinherit children from earlier relationships, or where there are young children, or where the testator wishes his estate to skip generations (perhaps to avoid being passed to the family of a second husband or wife of an adult child). As in other Net Lawman will templates, you can set trust provisions in detail, giving you control of how the trustees should invest and manage your estate. Also included with the template are guidance notes, explaining clearly how to edit the template and how to sign the will correctly, and a short example letter of intent to your executors or trustees. Read More

Advance decision (Living will)

This document sets out your decision to refuse life-sustaining treatment should you lose capacity in the future to make decisions about your healthcare. Read More

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