When writing a will it’s important that you get your wishes down for who should be appointed as executors, trustees or guardians and how your estate should be distributed in a binding fashion. But what about your more general wishes for your estate, or for your children? A letter of wishes is a very useful…

We’re now well into the first month of 2019, the weather is getting colder, Christmas and New Year is but a distant memory and perhaps for some of us those New Year’s resolutions we made have faded too. This year however we implore you to make just one resolution and stick to it. In 2019,…

In the majority of cases where a beneficiary dies before a testator and there is no substitute beneficiary named then the gift is invalid and fails. This is the doctrine of lapse. Lapse can be avoided by naming substitute beneficiaries or by making gifts to classes of beneficiaries. The most notable exception to the doctrine…

Undue influence is the act of applying pressure on a person to coerce them, essentially overpowering the individual’s own will. In relation to wills this could be pressuring a person to include certain provisions in their will. This could be through outright threats to the testator, or by more subtle means. As Estate Planning Practitioners…