Stand Alone Will Clarity Statement

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A Will Clarity Statement is a statement that can be included in a person's will to help prevent any confusion or ambiguity regarding the intentions of the person making the will. It is a declaration that the person making the will has taken steps to ensure that their wishes are clear and unambiguous.

The purpose of a Will Clarity Statement is to provide evidence that the person making the will had the necessary mental capacity to understand the content of their will and that they fully intended to make the specific provisions outlined in the will. The statement can be particularly useful in cases where there may be a dispute or challenge to the will after the person making the will has passed away.

The Will Clarity Statement typically includes a declaration by the person making the will that they have carefully read and understood the contents of their will, that they have not been unduly influenced by any other person, and that they have made the provisions in the will of their own free will and with the intention of giving effect to their wishes.

The Will Clarity Statement is not a legal requirement, but it is recommended as a best practice to help ensure that the person making the will has a clear and unambiguous statement of their intentions. It can be particularly useful in cases where the will includes complex provisions, or where the person making the will is elderly or has a medical condition that may raise questions about their capacity to make decisions.

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Key benefits of Estate Planning

Protect Beneficiaries

Provide financial security for loved ones

Reduce Taxes

Minimise inheritance and capital gains taxes

Prepare for Incapacity

Ensure decisions are made by trusted people

Avoid Probate

Streamline the transfer of assets to heirs

Control Asset Distribution

Decide who inherits what and when

Protect Your Assets

Safeguard wealth for future generations

Plan for Care Costs

Protect assets from care home fees

Preserve Family Wealth

Prevent wealth from being eroded over time

Gain Peace of Mind

Reduce family disputes and secure your wishes

Estate planning ensures your assets are protected, your wishes are honoured, and your loved ones are cared for.

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