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Deeds of Variation Forms

Provided by Draft-Your-Will.com

HOW TO BUY

Deed of Variation: Changing Legacy (left by Will)
Suitable for (example): Elderly mother inherits a large legacy from her brother's Will. She is quite well off, and can live comfortably on her existing income, thus does not require the legacy. In order to reduce the size of her estate and to avoid excessive inheritance tax, she decides to pass the legacy onto her children by DOV. Adult beneficiaries.
Price: £9.99

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Deed of Variation: Changing Legacy (left by intestacy - no will)
Suitable for (example): See the above example.
Price: £9.99

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Deed of Variation: Gift of Estate (left by Will)
Suitable for (example): Suitable in a range of circumstances. One such is where a testator leaves his entire estate to adult children. The children agree to re-direct part/all of the estate to their mother to avoid IHT. Includes a range of different/alternate clauses and is suitable to direct all/parts of estate to range of beneficiaries. Adult beneficiaries.
Price: £9.99

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In partnership with  WillDrafters

The Deeds of Variation above are designed to suit a variety of situations. However, where your situation is more complex, because of the existence of trusts, minor interests or assets were held as joint tenancy (which will need to be subsequently severed) for example, the above documents may not suffice.

However, WillDrafters can help. The nationwide company - approved by Which? - has a dedicated and busy Probate department which regularly deals with these sort of queries.

Click on the WillDrafters logo above to go through to their site and request further information.

NB: The relevant law is that of England & Wales