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Standard documents: Private Client
Practical Law UK Help and Information Notes 6-383-4123 (Approx. 16 pages)
Standard documents: Private Client
| Maintained • England, Wales |
The standard documents that are currently on Practical Law Private Client are listed below under the relevant topic. The same documents can also be viewed by clicking on the relevant subject in the Topics tab on the Practical Law Private Client homepage and then selecting "Standard documents and clauses" from the resource-types list in the left hand column.
For our Scots law resources, see the Scots law resource centre.
For charities resources, see For charity lawyers.
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Wills
Supplementary will clauses
For a list of our supplementary will clauses, see Standard clauses: Private Client: Wills.
Other supplementary documents
- Will commentary .The FastDraft versions of our complete wills now include an optional commentary that you can send to the client, explaining the terms of the will. The commentary is currently only available in FastDraft and automatically reflects the choices you make when drafting the will in FastDraft. To produce a will with a commentary, select any of the complete wills with the FastDraft logo under Complete wills and codicils above. Then click on the “Go” button to enter FastDraft, and you will be given the option to produce a commentary on that will.
Mental capacity
- Lasting power of attorney forms and guidance: see Practice note, Office of the Public Guardian and Court of Protection: resources: Making an LPA.
Trusts
Changing trustees
For an explanation of when to use each deed, see Practice note, Changing trustees: standard documents.
Exercising powers of appointment, advancement and transfer
For an explanation of when to use each deed, see Practice note, Exercising powers of appointment, advancement and transfer: standard documents.