Standard documents

This is a list of all standard documents published by PLC. All standard documents have links to related drafting notes and are regularly updated by PLC editors.

For information on converting PLC standard documents into your firm's style, see PLC Firmstyle (www.practicallaw.com/A30700).

 
After Death
Valuing the estate: initial letter enquiring about National Savings Accounts
Oath for administrator with will annexed, with drafting notes
Valuing the estate: initial letter enquiring about Premium Bonds
Variation: disposition under a will, the law of survivorship or by nomination, deed with drafting notes
What to do when someone dies: briefing note for clients
Valuing the estate: initial letter to a stockbroker or investment manager
Valuing the estate: letter requesting a valuation of a deceased's home or other interest in land
Capital gains tax: principal private residence relief: main residence nomination
Disclaimer, deed with drafting notes
Valuing the estate: initial letter to the Department for Work and Pensions
Valuing the estate: initial letter enquiring about miscellaneous liabilities of the estate
Valuing the estate: initial letter enquiring into miscellaneous refunds
Valuing the estate: initial letter to a pension scheme administrator
Valuing the estate: initial letter enquiring about private health schemes
Oath for administrator (surviving spouse or civil partner): no minority or life interests, with drafting notes
Valuing the estate: initial letter to a company registrar
Letter of wishes: personal possessions (detailed), with drafting notes
Letter notifying charity of deed of variation, with drafting notes
Valuing the estate: letter requesting a valuation of the deceased's household and personal goods
Stock transfer form
Letter of wishes: personal possessions (simple), with drafting notes
Power of attorney (general) given by personal representative: notice to other personal representatives, with drafting notes
Oath for executors, with drafting notes
Assent of an equitable interest in land, with drafting notes
Inheritance tax: Briefing note
Oath for administrator (surviving parent(s) only): no minority or life interests, with drafting notes
Valuing the estate: initial letter to banks and building societies
Valuing the estate: initial letter to a deceased's employer
Valuing the estate: initial letter enquiring about National Savings Certificates
Power of attorney (general) given by personal representative, with drafting notes
Valuing the estate: initial letter to a life insurance and annuity provider
Inheritance tax: Briefing note, Exclusions, exemptions and reliefs
{ "siteName" : "PLC", "objType" : "PLC_GROUPING_C", "objID" : "1247242320147", "objName" : "Standard documents", "userID" : "2", "objUrl" : "http://uk.practicallaw.com/cs/Satellite/resource-type/6-103-0965?pa=1247242350250", "pageType" : "Resource Type", "academicUserID" : "", "contentAccessed" : "true", "analyticsPermCookie" : "25deca1df:149479af539:-4ce5", "analyticsSessionCookie" : "25deca1df:149479af539:-4ce4", "statisticSensorPath" : "http://analytics.practicallaw.com/sensor/statistic" }