Choose from nine templates or complete online
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Product ID: UK-CSMwil26

Simple will with gift over

A simple last will and testament to leave the whole of your estate to someone else, or to a charity, or shared between a group of people such as your children.

For example, you may be:

  • married, leaving all possessions to a husband, wife or partner, or
  • widowed, leaving all assets to an adult son or daughter, or
  • single without children, and leaving all assets to a family member or a co-habiting partner

The template allows you to nominate someone else to receive your estate if your primary beneficiary dies before you.

The document is:

  • simple to understand and simple to prepare and sign
  • free to download and use

We include extensive guidance notes, explaining clearly how to edit the document and how to sign the will correctly, and a short example letter of intent to your executors.

Suitable for use in: England & Wales
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Product ID: UK-CSMwil27

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.

For example, you may be:

  • a parent or grandparent, leaving an estate to a husband, wife or partner after having made gifts to children, extended family members and/or charities, or
  • a single person, who wishes to leave specific gifts to friends and family and the rest of the estate to one person, equally to his or her children, or to a charity

You may make as many gifts to individuals or classes of people as you like.

The template allows you to nominate someone else to receive your estate if your primary beneficiary dies before you.

It also includes options for giving gifts to children:

  • by passing the gift directly to a parent (without creating a trust), or
  • by creating a trust under the Standard Provisions of the Society of Trust and Estate Practitioners (STEP)

The document is:

  • simple to understand and simple to prepare and sign
  • free to download and use

We include extensive guidance notes, explaining clearly how to edit the document and how to sign the will correctly, and a short example letter of intent to your executors.

Suitable for use in: England & Wales
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Product ID: UK-CSMwil28

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

A flexible template to create a last will and testament suitable for the majority of circumstances.

After whatever gifts you make, the residue of your estate is divided between two or more people in shares you specify.

For example, you might be:

  • a parent, leaving the majority of your estate to your husband, wife or partner and the remainder (after specific gifts) to your children or others, or
  • a widowed grandparent, leaving your estate to your adult children and to your grandchildren (perhaps on trust because one or more is under 18 years old), or
  • a single parent, who wishes to leave most of your estate to children or other family members but also leave some to charity or to a friend

A key feature of this template is that you can set flexible trust provisions, giving you greater control of how the trustees should invest and manage your estate, and making  trust management easy.

There are also options to leave gifts to children without creating a trust.

You may also:

  • appoint guardians for your children under 18
  • nominate someone else to receive your estate if your primary beneficiary dies before you

The document is:

  • easy to prepare
  • free to download and use

We include extensive guidance notes, explaining clearly how to edit the document and how to sign the will correctly, and a short example letter of intent to your executors.

Suitable for use in: England & Wales
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First page of a set of documents checklist
Product ID: UK-CSMwil25

Documents checklist

A checklist that you can complete to tell your executors and family where they might find important documents and personal information that will make the process of sorting out your affairs easier.

Suitable for use in: England & Wales and Scotland
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Product ID: UK-CSMwil29

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

This will template allows you to support someone (such as a spouse or partner) for the rest of his or her life, by letting him or her use certain assets (such as a house) without passing ownership. When that person dies, the estate is divided between others.

Use this template:

  • for basic inheritance tax planning (largely as illustrated by HM Revenue and Customs)
  • to control who ultimately benefits from the estate (for example, to ensure children from earlier relationships are not disinherited)

You can set trust provisions in detail, giving you a high level of control of how the trustees should invest and manage your estate for both the 'life tenant' and the ultimate beneficiaries.

You may also make specific gifts to individuals so that beneficiaries receive something immediately after your death, and not only on the death of the 'life tenant'.

Suitable for use in: England & Wales
£18.00 inc VAT (£15.00 ex VAT)
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Product ID: UK-CSMwil31

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

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.

On your death, the estate passes entirely to one person, or into a discretionary trust for young children if that beneficiary does not succeed you by a certain number of days.

Use of a discretionary trust rather than a standard trust has a number of advantages:

  • entitlements can be rearranged within 2 years, allowing post death tax planning
  • allocation does not have to be on an even basis - some beneficiaries could be given a greater share than others
  • trustees have discretion (which you can guide in a letter of intent) as to how to use the estate. For example, you could direct that it should be used to help support children who want to go to university
  • benefit can be maintained without giving ownership in situations where ownership could erode value. For example, your share of a family business could be left in a discretionary trust so that your children only become shareholders (controlling how the business is run) once they have sufficient experience.

Note though that many of the tax benefits of discretionary trusts have now been removed.

Of course, the template also allows you to appoint guardians for your children.

Suitable for use in: England & Wales
£18.00 inc VAT (£15.00 ex VAT)
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Product ID: UK-CSMwil30

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

This will template should be used by someone who wishes to take good care of a dependant (such as a partner, spouse or disabled adult child) without giving the share of the estate to that person so that children or others ultimately have the capital.

The will creates three trusts:

  • two to support a life beneficiary: one containing your share of the house, the other containing a proportion of your estate
  • one for other beneficiaries containing the remainder of the estate

The template uses Net Lawman trust provisions, giving you control over how the trustees should manage the trusts for both the 'life tenant' and the other beneficiaries.

You may also make specific gifts that will be passed immediately on your death to who you intend to own them.

Suitable for use in: England & Wales
£18.00 inc VAT (£15.00 ex VAT)
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Product ID: UK-CSMwil34

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

This will template allows you to place your estate, after specific gifts, into two trusts:

  • one that has a life beneficiary (to allow someone to benefit from use of those assets during his or her lifetime, but for those assets to be passed on to others of your choosing on death - for example, to ensure children from earlier relationships are not disinherited)
  • one that is a discretionary trust (for inheritance tax planning)

There are options to leave private company shares or a business partnership interest.

The most likely user would be a business owner who has remarried, but who has children from earlier relationships and does not want to 'disinherit' them.

The use of a discretionary trust makes this template suitable if some beneficiaries (such as young children or dependents) are not yet financially responsible.

You can set trust provisions in detail, giving you a high level of control of how the trustees should invest and manage your estate for both the 'life tenant' and the ultimate beneficiaries.

You may also make specific gifts to individuals so that beneficiaries receive something immediately after your death, and not only on the death of the 'life tenant'.

Suitable for use in: England & Wales
£30.00 inc VAT (£25.00 ex VAT)
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Product ID: UK-CSMwil32

Will: business and value to nil rate band gifted separately

A straightforward will for someone who owns shares in a private company or who is a partner in a business partnership.

After specific gifts have been made, business interests are gifted to one person or party such as a sibling or adult child.

Further assets up to the inheritance tax nil rate band are given to other beneficiaries such as children.

The residual estate is given to one 'primary' beneficiary, such as a spouse or partner, with provision for gift over if that person does not survive you.

There is an option for gift over to trust or discretionary trust for another group of beneficiaries if the primary beneficiary does not survive you by more than a given time.

Small bequests and legacies to children can be made without involving a trust.

Suitable for use in: England & Wales
£24.00 inc VAT (£20.00 ex VAT)
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Product ID: UK-CSMwil33

Will: value to nil rate band placed in discretionary trust

Use this will if you have a young family or dependents who are not yet financially responsible.

After specific gifts have been made, private company shares and business partnership interests are left as gifts to one person or party such as a sibling or adult child.

The will establishes a discretionary trust up to the value of the nil rate band at the time of your death to protect assets for one set of beneficiaries (such as your children until they reach the age of 18). This has advantages of:

  • entitlements can be rearranged within 2 years, allowing post death tax planning
  • different beneficiaries can receive different amounts
  • trustees have discretion (which you can guide in a letter of intent) as to how to use the estate
  • benefit can be maintained without giving ownership in situations where ownership could erode value

Note that there are no longer tax benefits to using discretionary trusts.

Flexible trust provisions give you a high level of control of how the trust fund should be managed and spent.

The remainder of the residual estate is apportioned between named beneficiaries (such as your spouse or partner and your children) in proportions you choose. Beneficiaries can be the same as those listed for discretionary trust.

Suitable for use in: England & Wales
£24.00 inc VAT (£20.00 ex VAT)
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Immediate delivery of the document template by e-mail after checkout
DocX file format compatible with all popular PC & Mac word processing software. We can convert into other formats for you
Use of plain English makes our documents easy to edit and understand
Detailed guidance notes explain the purpose of each paragraph and how to edit
Review service available - a Net Lawman lawyer can check your edited document
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