wills

UK Will Writing Information




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Making a will is something that, because of the reason why we need to do it, is something that is easily put off - yet can lead to huge problems with probate if you don't write one in time.

Writing a last will and testament (to use the proper phrase for it) isn't as complicated as it used to be, and there are now many places online why you can write a legal DIY one!




Title : Wills and Probate: How to Make a Will and How to Administer the Estate of Someone Who Has Died, with or without Employing a Solicitor (Which? Consumer Guides)
Author : Consumers' Association
Rating : 4 Stars out of 5.
Summary : General information but lacking in detail

This guide devotes 20% of its pages to writing a will and 80% to dealing with someones estate after their death. It covers all of the main areas such as inheritance tax, trusts, intestacy, guardianship, joint ownership etc. This book covers some of the differences between England and Wales, Scotland and Northern Ireland.

As far as writing a will is concerned, the book provides inadequate information to do it properly by yourself but does give you all of the questions that you need to think about. As such, I would recommend this book to someone to read before seeing the solicitor.



Title : The Law of Trusts and Equitable Obligations
Author : Robert A. Pearce
Rating : 2 Stars out of 5.
Summary : A textbook you would hate to be using

This textbook is very little value for money. It is the sort of book you would at best avoid to read. It really does not break the subject down in any logical manner and adds confusion with its obscure diagramms occasionally attempting to explain concepts to the reader. The only worthwile bit of the text book is the introductory part outlining the history of equitable jurisprudence. But quite frankly, for everyhing else you would be well advised to use another book. Its extremely small print and typo problems are additional factors you might want to bear in mind before buying this book.



Title : 60 Minute Estate Planner Rev Expand B/CD: Fast Easy Illustrated Plans to Save Taxes, Avoid Probate and Maximize Inheritance
Author : Sandy F Kraemer
Rating : 3 Stars out of 5.
Summary : Complete summary, but little practical information

Sandy seems to cover all the bases, but the language is a bit too dense for the beginning reader, and there is little to no practical information about how to deal with a trust/trustee once the program is implemented. For example, how does a trust limit ones freedom of action wrt ones assets, before the first death as well as after. After reading, I still couldn't decide if I wanted a trust or not.



Title : A Step-by-step Guide to Wills and Probate
Author : A.K. Biggs
Rating : 4 Stars out of 5.
Summary : all the basics you need to knwo..

this is a good all round guide to drafting wills and dealing with the difficult task of what to do after a death in terms of winding up an estate. It doesn't go into very complex will drafting but in that instance as the book suggests you would really need to get a solicitor involved. However, it does allow you to draft most types of wills and certainly explains the proceedure following death in a clear and concise manner.



Title : Understanding Living Trusts: How You Can Avoid Probate, Save Taxes and Enjoy Peace of Mind
Author : Vickie Schumacher
Rating : 5 Stars out of 5.
Summary : It keeps gettin' better all the time...

I've recently had the privilage to read this fifth installment about estate planning from Jim and Vickie Schumacher, and I can honestly say it's the best they've turned out yet. Ever since their first edition (originally titled A Will is not the Way), these two have been giving us clear and concise information about the estate planning world in everyday, conversational English. This tradition is continued in their newest edition. What makes the fifth edition a must have, however, is all the new information they've included. Five months ago, President Clinton signed the Taxpayers Relief Act of 1997, seriously changing the "rules" on estate and capital gains taxes. Not only have the Schumacher's already incorporated this new information into their book and translated it from Washington's "legelese" into English I can understand, they've even told me how these changes pratically apply to my estate planning situation. This alone would make the book worth buying, but when you couple it with the state-specific estate planning information they've included (as a direct response from reader's requests), you've got a real steal.



Title : French Property and Inheritance Law: Principles and Practice
Author : Henry Dyson
Rating : 5 Stars out of 5.
Summary : Excellent reference source

My remarks refer to the second edition, which I recently found in our local library. This is a well-written book (unfortunately marred by some spelling errors and some poor editing). It gives a very eloquent insight into French property law and succession law while sticking to practical matters and avoiding unnecessary theory. The author's wife is French and she is credited with helping the author gain some of his insights. I particularly enjoyed the chapter on the notaires, but this chapter alone made me very wary of dealing in French property. Many foreigners have done so and do not seem to have much trouble, but it is well to be aware of all the snags that can arise. Caveat emptor is the golden rule, but this book will be indispensable for anybody taken on the daunting task of buying a gite or other type of property in France.



Title : Cases and Materials on Equity and Trusts (Cases Materials)
Author : Paul Todd
Rating : 5 Stars out of 5.
Summary : An excellent book

This is an excellent book. I would advise that it should be used in conjunction with a "heavier-weight" textbook, such as Hanbury Martin; but as a cases and materials book, it is well worth investigating.



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