Standard documents and drafting notes: Private Client

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Lifetime planning

Wills

Complete wills and codicils

Will clauses

Appointing executors and trustees

Gifts of money

Gifts of personal possessions

Other clauses

Letters of wishes

Other supplementary documents

After death

Trusts

Bare trusts

For an introduction to bare trusts, see Practice note, Bare trusts for minors (www.practicallaw.com/3-385-1227)

Other trust deeds

Changing trustees

For an explanation of when to use each deed, see Practice note, Changing trustees: standard documents (www.practicallaw.com/8-383-6753).

Exercising powers of appointment, advancement and transfer

For an explanation of when to use each deed, see Practice note, Exercising powers of appointment, advancement and transfer: standard documents (www.practicallaw.com/2-384-8645).

Trustee powers of attorney

Other standard documents

Charities

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