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guide to making a will

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 : 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 : LLB Learning Text: Law of Trusts (Blackstones LLB Learning Texts)
Author : J. Hooper
Rating : 5 Stars out of 5.
Summary : Excellent for the struggling student!

I myself was struggling to come to grips with this area of law until my tutor recommended this book to me. The book is excellent - it is well written in an easy to understand format and goes through each major topic area in steps with activities and questions along the way. I would definitely recommend this to anyone else having problems.

Title : Powers (Property Conveyancing Library)
Author : Geraint Thomas
Rating : 5 Stars out of 5.
Summary : Quite the best modern treatment of a difficult topic.

Farwell on Powers (1916) is apparently back in print, with someone doing "on-demand" reprints. Farwell is somewhat quaint, particularly if you were not doing conveyancing in the 19th century (my disability, too).

Thomas brings the matter bang up to date. I found the answers I needed quickly, and the matter was explained precisely.

David W Marks, Barrister-at-Law

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 : Commentary and Cases on the Law of Trusts and Equitable Remedies
Author : Joseph Arnold Nathan
Rating : 5 Stars out of 5.
Summary : The complete Trust textbook

Professor Hayton's book is the trust bible. It is thorough, challenging and will help develop an understanding of trusts which will be invaluable for the exam. If at times it is a difficult book it is only because trusts is a hard area of law. The great advantage of Hayton's book is that it is constantly predicting where the law is going and, given his influence in the world of equity, this is probably a self fulfilling prophesy! The materials are carefully selected and explained. I would recomend supplementing the book with another, such as Parker and Mellows. Hayton is infinitely more thought provoking but a lighter trusts guide will perhaps enable the reader to understand Hayton better. Having used Hayton all year I believe my mind has developed as a result of the book and I can appraoch the exams with confidence! Remember, there are no short cuts with trust law. This is not poncing around on the periphery with human rights and so forth but it is the cold black and white ink of the law. And no-one in the world knows more about trusts than David Hayton, so buy this book!

Title : The Law of Trusts and Equitable Obligations
Author : Robert A. Pearce
Rating : 5 Stars out of 5.
Summary : Fantastic book

This book is fantastic. It is hard to find a book to recommend to students that has the depth of analysis necessary for a third year topic, but outlines the various rules and principles for a broad and accurate understanding of the application of trusts. Bear in mind that this is a text book, not a cases and materials book. It is clear, well expressed, detailed, and provides sufficient academic analysis to benefit the third year student. Diagrams are used to for those who learn visually, but are not intrinsic to the text, so can be ignored if the reader wishes. My students tend to favour this book above others. Negatives: Some chapters are a little over-long and the index is appalling.

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.

guide to making a will online resources.
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