| 1 | Codicil with drafting notes A codicil amending an existing will. The codicil can be used to replace, delete and insert whole clauses, and to amend wording within a clause. This standard document has integrated drafting notes. | Standard documents | Maintained |
| 2 | Covering letter for signature copy will or codicil, with drafting ... A letter to send to a testator with a signature copy will or codicil, enclosing instructions for signature. This standard document has integrated drafting notes. | Standard documents | Maintained |
| 3 | Instructions how to sign a codicil, with drafting notes Instructions that can be sent to to a testator explaining how to execute a codicil. This standard document has integrated drafting notes. | Standard documents | Maintained |
| 4 | Instructions how to sign a will, with drafting notes Instructions that can be sent to a testator explaining how to execute a will. This standard document has integrated drafting notes. | Standard documents | Maintained |
| 5 | Lasting power of attorney clause: authority to disclose donor's ... A clause to include in a lasting power of attorney, authorising disclosure of the donor's will to his attorney(s). This standard clause has integrated drafting notes. The Office of the Public Guardian (OPG) has confirmed to us that including this clause in an LPA will not in itself cause any difficulties with registering the LPA (see Drafting note, Clause will not cause difficulties on registration). | Standard clauses | Maintained |
| 6 | Letter authorising disclosure of will to LPA or EPA attorney ... A letter to a person holding the will of the donor of a lasting power of attorney (LPA) or an enduring power of attorney (EPA), authorising disclosure of the will to the attorney(s). This standard document has integrated drafting notes. | Standard documents | Maintained |
| 7 | Letter notifying charity of deed of variation, with drafting notes A letter notifying a charity of a deed of variation in its favour, as required by section 142(3A) of the Inheritance Tax Act 1984. This standard document has integrated drafting notes. | Standard documents | Maintained |
| 8 | Letter of wishes: discretionary will trust (detailed clauses), with ... A letter of wishes to use where a testator has made a will giving his trustees his residuary estate to hold on discretionary trusts and the testator wants to give his trustees guidance on a range of specific issues. | Standard documents | Maintained |
| 9 | Letter of wishes: discretionary will trust (simple), with drafting ... A letter of wishes to use where a testatator has made a will giving his trustees his residuary estate to hold on discretionary trusts. | Standard documents | Maintained |
| 10 | Letter of wishes: discretionary will trust: charity beneficiaries ... A letter from a testator to the trustees of a discretionary trust in his will, providing guidance about whether to benefit charities. It takes into account the lower rate of inheritance tax (IHT) of 36% for testators leaving at least 10% of their estates to charity, as the lower rate may be obtained by retrospective IHT treatment of trust distributions within two years after the testator's death under section 144 of the Inheritance Tax Act 1984. This standard document has integrated drafting notes. We would be interested in subscribers' views on this letter. You can send your comments by clicking on Ask a question in the banner at the top of all PLC pages. | Standard documents | Maintained |
| 11 | Letter of wishes: personal possessions (detailed), with drafting ... A letter of wishes setting out detailed alternative methods of selection for use with a gift of personal possessions (chattels) in a will, coupled with a request to distribute them. This standard document has integrated drafting notes. | Standard documents | Maintained |
| 12 | Letter of wishes: personal possessions (simple), with drafting ... A letter of wishes in a simple itemised list format for use with a gift of personal possessions (personal chattels) in a will, coupled with a request to distribute them according to the testator's wishes. This standard document has integrated drafting notes. | Standard documents | Maintained |
| 13 | Master Will with drafting notes This standard document is a will offering a range of options for testators. It has integrated drafting notes. The FastDraft version of this will now includes an optional commentary that you can send to the client, explaining the terms of the will. The commentary automatically reflects the choices you make when drafting the will in FastDraft. The will commentary is currently a FastDraft test version and we would welcome your feedback on how it works with the will you are drafting. Please send your comments to us via the feedback button (located in the banner at the top of all PLC pages). For amendments to the Master Will since the last FastDraft release, click here. | Standard documents | Maintained |
| 14 | Memorandum about paperclip mark, with drafting notes A memorandum recording that a paperclip mark on a will or codicil does not indicate that another testamentary document was attached to it. This standard document has integrated drafting notes. | Standard documents | Maintained |
| 15 | Will clause: appointing executors, definition of partners in a ... A clause for a will, defining partners in a professional firm for the purpose of appointing executors and trustees. The definition includes the members of a limited liability partnership and directors of an incorporated body. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 16 | Will clause: appointing executors, non-professional(s), with ... A clause for a will, appointing as executors and trustees up to four non-professionals other than the testator's spouse or civil partner. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 17 | Will clause: appointing executors, partners in a firm only, with ... A clause for a will, appointing the partners in a professional firm as executors and trustees and expressing the wish that a specified number (up to four) of them should act. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 18 | Will clause: appointing executors, partners in a firm with non ... A clause for a will, appointing the partners in a professional firm as executors and trustees to act with non-professionals, who may include the testator's spouse or civil partner. Up to four trustees may act in total. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 19 | Will clause: appointing executors, professional trustee only or ... A clause for a will, appointing a professional to be the sole executor and trustee or to act with up to three non-professionals, who may include the testator's spouse or civil partner. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 20 | Will clause: appointing executors, spouse or civil partner only ... A clause for a will, appointing the testator' s spouse or civil partner as sole executor and trustee. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 21 | Will clause: appointing executors, spouse or civil partner with ... A clause for a will, appointing the testator's spouse or civil partner and up to three other non-professionals as executors and trustees. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 22 | Will clause: appointing executors, trust corporation, with ... A clause for a will, appointing a trust corporation as executor and trustee. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 23 | Will clause: appointing guardians, with drafting notes A clause for a will, appointing guardians for the testator's minor children. If the testator is a guardian, the clause also allows for the appointment of another individual to succeed him. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 24 | Will clause: discretionary trust of business or agricultural ... A clause for a will, making a specific gift of business and/or agricultural property to a discretionary trust. This standard clause, which can be adapted for any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 25 | Will clause: domicile statement, with drafting notes A clause for a will, stating where the testator believes he is domiciled. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 26 | Will clause: expected civil partnership, with drafting notes A clause for a will, stating that the testator is making the will in the expectation of forming a civil partnership with a particular person and does not want the formation of the civil partnership to revoke the will. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 27 | Will clause: expected marriage, with drafting notes A clause for a will, stating that the testator is making the will in the expectation of marrying a particular person and does not want the marriage to revoke the will. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 28 | Will clause: funeral wishes, with drafting notes A clause for a will, stating what kind of funeral the testator wants. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 29 | Will clause: gift of 10% of estate to one or more charities, with ... A clause for a will, making a gift of 10% of the testator's estate to one or more charities. The gift is designed to qualify for the lower rate of inheritance tax (36%) on the chargeable estate, which applies in relation to deaths on or after 6 April 2012. This standard clause, which can be adapted for any will or codicil, has integrated drafting notes. We would be interested in subscribers' views on the clause. You can send your comments by clicking on Ask a question in the banner at the top of all PLC pages. | Standard clauses | Maintained |
| 30 | Will clause: money gift on trust for bereaved minor, with ... A clause for a will, making a contingent gift of money to a child of the testator that qualifies as a trust for a bereaved minor. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 31 | Will clause: money gift to each of class of beneficiaries, with ... A clause for a will, making a gift of money (pecuniary legacy) to each of a class of beneficiaries (such as grandchildren). This standard clause, which can be adapted for any will or codicil, includes integrated drafting notes. | Standard clauses | Maintained |
| 32 | Will clause: money gift to minor creating immediate post-death ... A clause for a will, making a contingent gift of money to a minor beneficiary that qualifies as an immediate post-death interest. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 33 | Will clause: money gift to minor on bare trust, with drafting ... A clause for a will, making an absolute gift of money to a minor beneficiary on a bare trust. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 34 | Will clause: money gift to one beneficiary, with drafting notes A clause for a will, making a gift of money (pecuniary legacy) to one beneficiary. This standard clause, which can be adapted for any will or codicil, includes integrated drafting notes. | Standard clauses | Maintained |
| 35 | Will clause: money gift to one charity, with drafting notes A clause for a will, making a gift of money (pecuniary legacy) to one charity. This standard clause, which can be adapted for any will or codicil, includes integrated drafting notes. | Standard clauses | Maintained |
| 36 | Will clause: money gift to two beneficiaries jointly, with drafting ... A clause for a will, making a gift of money (pecuniary legacy) to two beneficiaries jointly. This standard clause, which can be adapted for any will or codicil, includes integrated drafting notes. | Standard clauses | Maintained |
| 37 | Will clause: money gift(s) on second death, with drafting notes A clause for a will, making gifts of money (pecuniary legacies) on the death of the survivor of a married couple or civil partners. Options include gifts to individual beneficiaries, joint beneficiaries, each of a class of beneficiaries and to charity, and an index-linked gift. This standard clause, which can be adapted for any will or codicil, includes integrated drafting notes. | Standard clauses | Maintained |
| 38 | Will clause: money gift, index-linked, with drafting notes A clause for a will, making a gift of money (pecuniary legacy) that is indexed by reference to the retail prices index (RPI) or consumer prices index (CPI) to maintain its real value. This standard clause, which can be adapted for any will or codicil, includes integrated drafting notes. | Standard clauses | Maintained |
| 39 | Will clause: money gifts to two or more beneficiaries, with ... A clause for a will, making gifts of money (pecuniary legacies) to two or more beneficiaries.This standard clause, which can be adapted for any will or codicil, includes integrated drafting notes. | Standard clauses | Maintained |
| 40 | Will clause: money gifts to two or more charities, with drafting ... A clause for a will, making gifts of money (pecuniary legacies) to two or more charities. This standard clause, which can be adapted for any will or codicil, includes integrated drafting notes. | Standard clauses | Maintained |
| 41 | Will clause: nil rate band gift, absolute, with drafting notes A clause for a will, making an absolute gift of money (pecuniary legacy) to the value of the inheritance tax nil rate band. The gift may be to a class of beneficiaries (such as children or grandchildren) or an individual beneficiary. This standard clause, which can be adapted for any will or codicil, includes integrated drafting notes. | Standard clauses | Maintained |
| 42 | Will clause: personal possessions definition, with drafting ... A clause for a will, defining personal possessions (personal chattels) by reference to section 55(1)(x) of the Administration of Estates Act 1925, with the option of adding items to that definition. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 43 | Will clause: personal possessions gift to children equally by ... A clause for a will, making a gift of personal possessions (personal chattels) to be divided equally by value between the testator's children. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 44 | Will clause: personal possessions gift to one beneficiary with ... A clause for a will, making a gift of personal possessions (personal chattels) to a single named beneficiary, with a request to distribute items to others in accordance with the testator's wishes. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 45 | Will clause: personal possessions gift to one beneficiary, with ... A clause for a will, giving personal possessions (personal chattels) to one beneficiary absolutely. This standard clause, which can be adapted for any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 46 | Will clause: personal possessions gift to spouse or civil ... A clause for a will, making a gift of personal possessions (personal chattels) to the testator's spouse or civil partner, with a request to distribute items to others in accordance with the testator's wishes. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 47 | Will clause: personal possessions gift to spouse or civil ... A clause for a will, making a gift of personal possessions (personal chattels) to the testator's spouse or civil partner (on the first death) or to the trustees (on a second death), with a request to distribute items to others in accordance with the testator's wishes. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 48 | Will clause: personal possessions gift to trustees with request ... A clause for a will, making a gift of personal possesions (personal chattels) to the testator's executors and trustees, with a request to distribute items to others in accordance with the testator's wishes. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 49 | Will clause: personal possessions gift, category of items to ... A clause for a will, making a gift of a category of personal possessions (personal chattels) to a number of individuals to divide by agreement or, if they cannot agree within a year, equally by value. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 50 | Will clause: personal possessions gift, specific item(s), with ... A clause for a will, making a gift of one or more specific items of the testator's personal possessions (personal chattels). This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 51 | Will clause: personal possessions, direction to pay expenses ... A clause for a will, directing the executors to pay expenses relating to personal possessions (personal chattels) from the testator's residuary estate. This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 52 | Will clause: Re Benham/Re Ratcliffe provision with drafting ... A clause for a will, dealing with the calculation of shares in residue where it is divided between persons who benefit from an exemption from inheritance tax and persons who do not. This standard clause, which can be adapted for use in any will, contains integrated drafting notes. | Standard clauses | Maintained |
| 53 | Will clause: real property, right to occupy, with drafting notes A clause for a will, giving a beneficiary the right to occupy real property (which ends in specified circumstances). The beneficiary has an interest in possession limited to the real property itself (not the proceeds of sale). This standard clause, which can be adapted for use in any will or codicil, has integrated drafting notes. | Standard clauses | Maintained |
| 54 | Will clause: release of debts, with drafting notes A clause for a will, releasing a beneficiary from any debts owed to the testator and any outstanding interest on the debts. This standard clause, which can be adapted for any will or codicil, includes integrated drafting notes. | Standard clauses | Maintained |
| 55 | Will for civil partner, with drafting notes A simple will with integrated drafting notes for an individual in a civil partnership wishing to leave everything, or virtually everything, to his or her partner, with default gifts to adult beneficiaries or a charity. This standard document has integrated drafting notes. | Standard documents | Maintained |
| 56 | Will for husband or wife with adult children, with drafting notes A simple will for a husband wishing to leave everything, or virtually everything, to his wife (or the other way round), with default gifts to adult beneficiaries or a charity. This standard document has integrated drafting notes. | Standard documents | Maintained |
| 57 | Will for single person, with drafting notes A simple will for a single person wishing to give his or her entire estate to an adult beneficiary, or in equal shares to two or more beneficiaries, with an optional default gift to charity. This standard document has integrated drafting notes. | Standard documents | Maintained |
| 58 | Will giving entire estate to charity, with drafting notes A simple will for an individual wishing to leave everything to charity. This standard document has integrated drafting notes. | Standard documents | Maintained |
| 59 | Will giving residue to spouse or civil partner absolutely, default ... A will giving the residuary estate to a spouse or civil partner absolutely, with a default gift to a discretionary trust. It includes gifts of personal possessions (chattels) and money (pecuniary legacies). This will is a FastDraft shortcut, with preset answers. You can change any of these options to tailor the will to your client's specific requirements. You can also choose to produce a will commentary for the client. To produce and edit this will, click the Go button below. For more information about the will, see Drafting note: About this will below. | Standard documents | Maintained |
| 60 | Will giving residue to spouse or civil partner absolutely, default ... A will giving the residuary estate to a spouse or civil partner absolutely, with a default gift to an 18 to 25 trust for the testator's children. It includes gifts of personal possessions (chattels) and money (pecuniary legacies) and a gift of real property on immediate post death interest (IPDI) trusts. This will is a FastDraft shortcut, with preset answers. You can change any of these options to tailor the will to your client's specific requirements. You can also choose to produce a will commentary for the client. To produce and edit this will, click the Go button below. For more information about the will, see Drafting note: About this will below. | Standard documents | Maintained |
| 61 | Will giving residue to spouse or civil partner absolutely, default ... A will giving the residuary estate to a spouse or civil partner absolutely, with a default gift to an 18 to 25 trust for the testator's children. It includes gifts of personal possessions (chattels), money (pecuniary legacies) and a nil rate band discretionary trust. This will is a FastDraft shortcut, with preset answers. You can change any of these options to tailor the will to your client's specific requirements. You can also choose to produce a will commentary for the client. To produce and edit this will, click the Go button below. For more information about the will, see Drafting note: About this will below. | Standard documents | Maintained |
| 62 | Will giving residue to spouse or civil partner absolutely, default ... A will giving the residuary estate to a spouse or civil partner absolutely, with a default gift to an 18 to 25 trust for the testator's children. It includes gifts of personal possessions (chattels) and money (pecuniary legacies). This will is a FastDraft shortcut, with preset answers. You can change any of these options to tailor the will to your client's specific requirements. You can also choose to produce a will commentary for the client. To produce and edit this will, click the Go button below. For more information about the will, see Drafting note: About this will below. | Standard documents | Maintained |
| 63 | Will giving residue to spouse or civil partner on IPDI trust with ... A will giving the residuary estate to a spouse or civil partner on immediate post-death (IPDI) trusts with an overriding power of appointment, with a default gift to an 18 to 25 trust for the testator's children. It includes gifts of personal possessions (chattels), money (pecuniary legacies) and a nil rate band discretionary trust. This will is a FastDraft shortcut, with preset answers. You can change any of these options to tailor the will to your client's specific requirements. You can also choose to produce a will commentary for the client. To produce and edit this will, click the Go button below. For more information about the will, see Drafting note: About this will below. | Standard documents | Maintained |
| 64 | Will giving residue to spouse or civil partner on IPDI trust with ... A will giving the residuary estate to a spouse or civil partner on immediate post-death (IPDI) trusts with no overriding power of appointment, with a default gift to an 18 to 25 trust for the testator's children. It includes gifts of personal possessions (chattels), money (pecuniary legacies) and a nil rate band discretionary trust. This will is a FastDraft shortcut, with preset answers. You can change any of these options to tailor the will to your client's specific requirements. You can also choose to produce a will commentary for the client. To produce and edit this will, click the Go button below. For more information about the will, see Drafting note: About this will below. | Standard documents | Maintained |