Life Interest Trust Will (England & Wales)
  • General Information
    • Testator's Details
    • Family Status
    • Appointment of Trustee
  • Disposition of Testator's Estate
    • Trust Property
    • Distribution of Residuary
  • Complete the Document
    • Format & Signatures

Testator's Details

  • Indicate the full name of a Testator (i.e. this a person who makes a Life Interest Trust Will):

  • Indicate the full residential address of the testator:

  • Does the testator have any living children?

    !

    Living children include all biological and adopted children of a Testator, who is alive on the date of making this Will.

  • Indicate full name and date of birth of all the testator's children (biological or adopted):

Family Status

  • Indicate the testator's family status:

  • Indicate a full name of the testator's spouse/partner:

Appointment of Trustee

  • Indicate the full name of the first trustee (i.e. a person who manages and distributes the testator's estate and manages this trust):

    !

    A trustee of a will is the person legally appointed by the deceased (testator) in their will to manage and distribute their estate.

    This involves carrying out the instructions in the will, paying debts and taxes, and distributing the remaining assets to the beneficiaries.

  • Indicate full residential address, where the trustee currently lives:

  • Indicate the full name of the second trustee:

  • Indicate full residential address, where an alternative trustee currently lives:

Trust Property

  • Indicate full address of the trust property:

  • What is the testator's beneficial interest in the trust property?

  • Indicate the testator's beneficial interest in the trust property in %:

  • Does the testator wish to add any other additional assets to the trust?

  • Describe in detail specific assets the testator wishes to add to the life interest trust:

Distribution of Residuary

  • List all the final beneficiaries who shall receive your trust capital after the life tenant dies:

  • Specify to whom should be given everything not placed in the trust and not given as a specific gift:

    !

    All the residue can be put back in the trust, distributed between your family members or friends, given to the charity etc.

  • Do you want to add a signature?

  • Testator's Signature:

Select a template's format:

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