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Precedents

Template pro-formas and clause banks ensure you are always using the latest best practice and law
Immediate steps following a death—client guide

Immediate steps following a death—client guide

Immediate steps following a death—client guideThis document provides general guidance on the immediate steps following a death and introduces the...

Will—individual, unmarried, no children

Will—individual, unmarried, no children

Will—individual, unmarried, no childrenFORTHCOMING CHANGE: Potential changes to Wills Act 1837The Law Commission review of Wills has issued a final...

Loan to beneficiary

Loan to beneficiary

Loan to beneficiary[name] TrustTRUSTEE RESOLUTION1We [trustee] of [address] and [trustee] of [address] are the present trustees of the trust dated...

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Legal Guidance

Precedents

Immediate steps following a death—client guide

Immediate steps following a death—client guideThis document provides general guidance on the immediate steps following a death and introduces the...
16th Jun
Precedents

Will—individual, unmarried, no children

Will—individual, unmarried, no childrenFORTHCOMING CHANGE: Potential changes to Wills Act 1837The Law Commission review of Wills has issued a final...
16th Jun
Precedents

Loan to beneficiary

Loan to beneficiary[name] TrustTRUSTEE RESOLUTION1We [trustee] of [address] and [trustee] of [address] are the present trustees of the trust dated...
16th Jun
Precedents

Power of attorney—trusteeship delegation

Power of attorney—trusteeship delegationThis TRUSTEE Power of Attorney is made on [date] by [trustee] of [address] (the Donor).Background(A)The Donor...
16th Jun
Precedents

Notice to co-trustee(s) of delegation of trusteeship by power of attorney

Notice to co-trustee(s) of delegation of trusteeship by power of attorneyTo: [co-trustee(s)] of the [trust name] (the Trust) dated [date] and made...
16th Jun
Precedents

Letter to GP requesting assessment of capacity to enter into a Lasting Power of Attorney for financial affairs

Letter to GP requesting assessment of capacity to enter into a Lasting Power of Attorney for financial affairs[GP OR Doctor]Dear Dr [insert doctor’s...
Produced in partnership with Rebecca Roscoe TEP of RJR Legal Ltd 12th Jun
Precedents

Execution clause (Scotland)—ordinary execution by an individual general partner or an authorised signatory for a limited partnership

Execution clause (Scotland)—ordinary execution by an individual general partner or an authorised signatory for a limited partnershipSubscribed by...
Produced in partnership with Rod MacLeod of Shepherd and Wedderburn and Abby Doig of Shepherd and Wedderburn 12th Jun
Precedents

Execution clause (Scotland)—self-proving execution by corporate director(s) or secretary signing on behalf of a company

Execution clause (Scotland)—self-proving execution by corporate director(s) or secretary signing on behalf of a companyOption 1—self-proving execution...
Produced in partnership with Rod MacLeod of Shepherd and Wedderburn and Abby Doig of Shepherd and Wedderburn 12th Jun
Precedents

Execution clause (Scotland)—self-proving execution by an individual general partner or an authorised signatory for a limited partnership

Execution clause (Scotland)—self-proving execution by an individual general partner or an authorised signatory for a limited partnershipSubscribed by...
Produced in partnership with Rod MacLeod of Shepherd and Wedderburn and Abby Doig of Shepherd and Wedderburn 12th Jun
Precedents

Loan agreement and charge—individuals

Loan agreement and charge—individualsDATE:Parties1[[name] of [address] [and [name] of [address]] OR [name] and [name] both of [address]]...
10th Jun
Precedents

Loan agreement—individuals

Loan agreement—individualsDATE:Parties1[[name] of [address] [and [name] of [address]] OR [name] and [name] both of [address]] (Lender[s])2[[name] of...
10th Jun
Precedents

Will—to spouse absolutely, then on discretionary trust

Will—to spouse absolutely, then on discretionary trustFORTHCOMING CHANGE: Potential changes to Wills Act 1837The Law Commission review of Wills has...
5th Jun
Precedents

Will—to spouse absolutely, then to others where no children

Will—to spouse absolutely, then to others where no childrenFORTHCOMING CHANGE: Potential changes to Wills Act 1837The Law Commission review of Wills...
4th Jun
Precedents

Will—legacy of business property on discretionary trust, residue to spouse absolutely, then to children absolutely

Will—legacy of business property on discretionary trust, residue to spouse absolutely, then to children absolutelyFORTHCOMING CHANGE: Potential...
4th Jun
Precedents

Will—to spouse absolutely, then to children on flexible life interest trust

Will—to spouse absolutely, then to children on flexible life interest trustFORTHCOMING CHANGE: Potential changes to Wills Act 1837The Law Commission...
4th Jun
Precedents

Will—to spouse on flexible life interest trust, then on discretionary trust

Will—to spouse on flexible life interest trust, then on discretionary trustFORTHCOMING CHANGE: Potential changes to Wills Act 1837The Law Commission...
4th Jun
Precedents

Will—for unmarried couple with children using discretionary trust

Will—for unmarried couple with children using discretionary trustFORTHCOMING CHANGE: Potential changes to Wills Act 1837The Law Commission review of...
4th Jun
Precedents

Will—unmarried, divorced, separated with children, no partner

Will—unmarried, divorced, separated with children, no partnerFORTHCOMING CHANGE: Potential changes to Wills Act 1837The Law Commission review of Wills...
4th Jun
Precedents

Will—to spouse absolutely, then to children in equal shares absolutely with disabled child’s share being settled on trust

Will—to spouse absolutely, then to children in equal shares absolutely with disabled child’s share being settled on trustFORTHCOMING CHANGE: Potential...
4th Jun
Precedents

Will—nil rate band legacy on discretionary trust, residue to spouse on flexible life interest trust, remainder to own children absolutely

Will—nil rate band legacy on discretionary trust, residue to spouse on flexible life interest trust, remainder to own children absolutelyFORTHCOMING...
4th Jun

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