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Deed Upon Death Template for England and Wales

A Deed Upon Death, commonly known as a Will, is a formal legal document governed by the laws of England and Wales that sets out how a person's estate should be distributed after their death. It must comply with the Wills Act 1837 and related legislation, requiring proper execution in the presence of two witnesses. The document appoints executors, names beneficiaries, and can include provisions for trusts, guardianship of minor children, and specific bequests.

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What is a Deed Upon Death?

A Deed Upon Death is essential for anyone wishing to ensure their assets are distributed according to their wishes after death. This document, governed by English and Welsh law, provides clarity and legal certainty for estate administration, potentially reducing family disputes and tax implications. It enables the appointment of executors, creation of trusts, specification of beneficiaries, and can include provisions for minor children's care. The document must comply with strict legal requirements, including proper execution and witnessing, to be valid under the Wills Act 1837 and related legislation.

What sections should be included in a Deed Upon Death?

1. Declaration: Opening statement declaring this as last will and testament

2. Testator Details: Full name, address, and other identifying information

3. Revocation Clause: Revoking all previous wills and codicils

4. Executor Appointment: Naming executors and trustees

5. Distribution of Estate: Main provisions for distribution of assets

6. Attestation Clause: Signature requirements and witness provisions

What sections are optional to include in a Deed Upon Death?

1. Funeral Wishes: Used when testator wants to specify funeral arrangements

2. Guardian Appointments: Required when testator has minor children

3. Trust Provisions: Used when creating trusts within the will

4. Specific Legacies: When leaving specific items to named beneficiaries

5. Charitable Gifts: When making charitable donations

What schedules should be included in a Deed Upon Death?

1. Schedule of Assets: Detailed list of major assets and their intended beneficiaries

2. Schedule of Specific Gifts: Detailed list of specific items and their intended recipients

3. Letter of Wishes: Non-binding document providing guidance to executors

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

England and Wales

Publisher

Genie AI

Document Type

Property Deed

Cost

Free to use

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