Last Will and Testament Kit (England & Wales)

A last will and testament allows you to specify who your assets will pass to following your death, make property management arrangements for young beneficiaries, appoint guardians, forgive debts, and more.

This self-help legal kit includes step-by-step instructions, detailed information and all the legal forms necessary to prepare your own last will and testament without the need or expense of hiring a solicitor.

  • Prepare a legal will in minutes.
  • Step-by-step instructions.
  • Solicitor approved legal kit.
  • Valid in England & Wales.
  • See below for a full product description.

Description

If you die without making a valid last will and testament, you will have died intestate. You will then have no control over who your property is distributed to or even who takes care of your children following your death. Both of these matters will be determined by state laws that are often decades old. There is also the added risk that your estate could be substantially depleted due to the high levels of legal and professional fees associated with dying intestate.

Making a last will and testament is the only way to ensure that you have control over these matters and to properly provide for the needs of your family.

This self-help kit provides you with step-by-step instructions, detailed information and all the legal forms necessary to make a will and to ensure that your property passes to your loved ones after your death.

  • Make cash and specific property gifts to your loved ones and to charities
  • Appoint guardians to care for your minor children
  • Appoint executors to wind up your estate
  • Create trusts for young beneficiaries
  • Make funeral arrangements
  • And much more….

Valid in England & Wales only. 

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Table of Contents

Legal Will and Testament Kit

Important Note

About EstateBee

Using Self-Help Kits

Introduction to Wills

Introduction

What is a Will?

Why Make a Will?

Intestacy & What Happens Without a Will?

Can I Make My Own Will?

Requirements for a Valid Will

Age of Majority

Mental Capacity and Undue Influence

Gifts and Beneficiaries

Gifts Your Assets

Disinheriting Your Spouse or Children

Types of Gifts

Specific Item Gifts

Cash Gifts

Gift of the Residuary Estate

Types of Beneficiaries

Who May Not Be a Beneficiary?.

What Assets Can I Gift Under My Will?

Gifts to Charities

Imposing Conditions on the Receipt of Gifts

Failed Gifts

Releasing Someone from a Debt

Matters Affecting the Distribution of Your Assets

What if You Own Property Overseas?.

Children, Guardians and Property Management

What is a Guardian?

Sole and Joint Guardians

Alternate Guardians

Who Can Be a Guardian?

What to Consider When Choosing a Guardian for Your Children

Management of Children’s Property.

Whom Should You Choose as a Trustee?

Executors

Executors

Alternate Executors

Overview of Executors’ Duties

Who Should Be Your Executor?

A Brief Introduction to Tax

Overview of Inheritance Tax

Who Is Liable to Tax?

The Seven Year Rule on Gifts

Inheritance Tax Planning & Lifetime Gifts

Relief for Businesses.

Rates of Business Relief .

Gifts of Business Assets During Your Lifetime

Agricultural Relief

Rates of Agricultural Relief

Gifts of Agricultural Property During Your Lifetime

Insurance Policies

Inheritance Tax Planning for Married Couples and Civil Partners

Getting Ready to Make Your Own Will

Do I Need a Solicitor?

Deciding on Your Beneficiaries

Deciding on Who to Appoint as Your Executors

Deciding on Who to Appoint as Guardians of Your Minor Children

Deciding What Type of Will You Need

Choosing People to Witness You Signing Your Will

Altering Your Will Before Signing

Signing Your Will

Having Your Will Witnessed During Covid

After You Have Made Your Will

Where to Store Your Will

Keeping Your Will Updated

Using a Codicil to Update or Change Your Will

Revoking Your Will

Appendix 1 - Glossary of Legal Terms

Appendix 2 - Will Writing Worksheet

Appendix 3 - Sample Wills

Template 1: Unmarried male, not in a registered domestic partnership, with no children

Template 2: Unmarried female, not in a registered domestic partnership, with no children

Template 3: Unmarried and not in a registered domestic partnership, with children

Template 4: Married or in a registered domestic partnership, male, and with adult children

Template 5: Married or in a registered domestic partnership, female, and with adult children

Template 6: Married or in a registered domestic partnership, male, and with minor children

Template 7: Married or in a registered domestic partnership, female, and with minor children

Template 8: Married or in a registered domestic partnership, male, with no children

Template 9: Married or in a registered domestic partnership, female, with no children

Appendix 4 - General Instructions for Completing your Will

Appendix 5 - Specific Instructions for Completing your Will

Appendix 6 - Additional Clauses That You May Wish to Add

Forms

The following forms are included with this kit:-

Will 1: Unmarried male, not in a registered domestic partnership, with no children
Will 2: Unmarried female, not in a registered domestic partnership, with no children
Will 3: Unmarried and not in a registered domestic partnership, with children
Will 4: Married or in a registered domestic partnership, male, and with adult children
Will 5: Married or in a registered domestic partnership, female, and with adult children
Will 6: Married or in a registered domestic partnership, male, and with minor children
Will 7: Married or in a registered domestic partnership, female, and with minor children
Will 8: Married or in a registered domestic partnership, male, with no children
Will 9: Married or in a registered domestic partnership, female, with no children

Why Choose Estatebee

We’re proud to have helped thousands of people make online wills, trusts and powers of attorney over the past 20 years.

  • Save Money – Our service is simpler and cheaper than using a solicitor.
  • Solicitor Prepared Documents – You will be using documents which have been prepared, reviewed and pre-approved by solicitors with years of estate planning experience.
  • Compliant with English & Welsh Laws – You will be using tried and tested legal documents specifically tailored to comply with the laws of England & Wales.
  • Advanced Features – Your documents will contain advanced solicitor-approved provisions not usually found in standard run-of-the-mill documents you find online.
  • 20 Years in Business – EstateBee was one of the first businesses to start selling estate planning documents online in the UK back in 2000.
  • Trusted by Thousands – We have helped thousands of people in the UK to make wills, trusts, and powers of attorney over the past 20 years.
  • Bank Level Security – Your information is encrypted and secured safely using the same encryption technology used by banks.

Managed by lawyers

EstateBee was founded in 2000 by, and is managed by, experienced lawyers who are recognised experts in their fields.

Easy to use

We use our 20+ years of experience to help you figure out what you really want in a simple jargon-free way.

Help at every stage

Our customers are everything to us. So, we provide help to you at every stage of the document creation process.

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