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Wills - Step-by-Step Guide & Precedents by C M Teng

Getting the matter underway

Overview

Initial precedents for file opening

File cover sheetInstruction Sheet - Wills

Preparing for the will

Testamentary Capacity

Minimum age

Execution

Formalities not applicable

Who can witness

Gifts to attesting witness or wife or husband of attesting witness are void

Revocation

Alteration of a will

Revival of revoked will

The testamentary trust

Revocation

The Will

Executors

Burial and cremation

Guardianship of infant children

The Blended Family

Estate Duty

Assets subject to Debt

Succession of Property on Intestacy

Succession determined by statute

Order of succession for death after 31.8.1997

Will precedents

New Will for single personNew Will for spousesNew will for blended families

Library of provisions for will precedents

Attestation clausesBequests to CharityBurial Cremation Medical Research provisionsClause establishing monthly payment not an annuityClause fees including non professional for Solicitor TrusteeContract to make mutual WillsDirection for appointment of SolicitorsGift to spouse with reasons for children of previous marriageLife estate clauseShort discretionary trust provisionsLong discretionary trust provisionsProvision for disabled beneficiaryProvision granting a beneficiary an option to purchaseRight of occupation of homeSome reasons for excluding beneficiaries

Finalisation

Final precedents and letters

Letter to Client with draft willInstructions for signing a WillReminder letter wills ready for signing

This publication is available as part of:

Wills - Step by Step Guide & Precedents

This Wills Step-by-Step Legal Practice Guide and Precedents contains precedent wills and guidance for the following three situations:

  1. for a single testator
  2. for spouse to spouse, and then children; and
  3. using schedules for use in blended family and other more complex situations

As with all Step-by-Step Guides this guide takes you sequentially through a Wills matter from getting the matter underway and taking instructions, right through to finalisation.

A wide range of issues are discussed including testamentary capacity, revocation, executors, and estate duty. This guide includes a Library of Provisions.

About the author

This guide has been authored by CM Teng with By Lawyers For Lawyers.
Teng Chong Moi graduated with a Bachelor of Business Administration from Universiti Kebangsaan Malaysia before proceeding to do her law degree. After completing her Certificate in Legal Practice, she joined a large law firm... See more.

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