A Consultant’s Guide to Effective Estate Planning

A Sample Will: The Trivet Family

A Will is a formal set of instructions to your chosen executors, and while there is no mandatory format, professional drafting ensures the document covers all legal angles. Using the details for Mr Alan Trivet and Mrs Alice Trivet, this sample illustrates how a standard document is “dissected” into functional clauses to manage a high-value estate.

A Guide to Applying for Probate

Probate is the legal right to deal with someone’s property, money, and possessions (their ’estate’) when they die. It is a critical step in estate administration; you should not make any final financial plans or put a property on the market until probate has been granted.

Client Instructions

Contact Details Example of Will Information required for a legal Will Date of instructions: 10 December 2025.

Divorce and Remarriage: Protecting Your Estate

Divorce and Remarriage Major changes in personal circumstances, such as getting married, remarried, or getting divorced, fundamentally alter the legal standing of your estate planning [1, 2]. Failing to update a Will during these transitions is a common mistake that can lead to unintended beneficiaries or expensive legal disputes [3, 4].

A Will Dissected

A Will is a legal document that allows you to decide precisely what happens to your money, property, and possessions (your “estate”) after your death [1]. It serves as a formal set of instructions to your chosen representatives to ensure your final wishes are carries out according to the law [2, 3].

What is a Will and Do I Need One?

A Will is a legal document that allows you to decide precisely what happens to your money, property, and possessions after your death [1]. Far from being just a document about death, a Will is a tool for managing your legacy, covering aspects such as your children’s education, the protection of real estate, and your hopes for your loved ones [2].

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