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Deed Upon Death
"I need a Deed Upon Death to be drafted by March 2025 that handles the succession of my technology business, including provisions for digital assets and intellectual property, while ensuring my spouse receives their legal entitlement under Irish law and establishing a trust for my minor children."
1. Testament Declaration: Opening statement identifying the testator and declaring this as their last will and testament, revoking all previous wills
2. Personal Details: Full details of the testator including current address and any other names by which they are known
3. Executor Appointment: Nomination of executor(s) and substitute executor(s) with their full names and addresses
4. Funeral Directions: Specific wishes regarding funeral arrangements and burial/cremation preferences
5. General Provisions: Standard clauses regarding executor powers and administrative provisions
6. Specific Bequests: Detailed listing of specific gifts of money or property to named beneficiaries
7. Residuary Estate: Disposition of the remainder of the estate after specific bequests
8. Attestation Clause: Formal statement of execution and witness provisions
9. Signatures: Space for testator and witnesses' signatures, dates, and details
1. Guardianship Provisions: Appointment of guardians for minor children - included when testator has children under 18
2. Trust Provisions: Creation of trusts for beneficiaries - included when assets are to be held in trust
3. Business Interests: Specific provisions for business assets and succession - included when testator owns business interests
4. Foreign Assets: Specific provisions for assets located outside Ireland - included when testator has foreign assets
5. Digital Assets: Provisions for digital assets and online accounts - included when testator has significant digital assets
6. Pet Care Provisions: Specific arrangements for care of pets - included when testator has pets requiring care
7. Charitable Bequests: Specific gifts to charitable organizations - included when testator wishes to make charitable donations
1. Schedule A - Property Inventory: Detailed list of real property owned by the testator
2. Schedule B - Personal Effects: Inventory of specific personal items and their intended beneficiaries
3. Schedule C - Investment Assets: List of investments, accounts, and financial assets
4. Schedule D - Digital Asset Access: List of digital assets and access information
5. Schedule E - Letter of Wishes: Non-binding letter providing guidance to executors on various matters
6. Schedule F - Family Tree: Document showing family relationships to aid in estate administration
Authors
Legal Services
Financial Services
Estate Planning
Private Banking
Wealth Management
Insurance
Real Estate
Professional Services
Trust Services
Probate Services
Legal
Private Client Services
Wealth Management
Estate Planning
Probate Administration
Trust Services
Tax Advisory
Succession Planning
Client Advisory
Document Management
Solicitor
Estate Planning Attorney
Private Wealth Manager
Trust Officer
Financial Advisor
Legal Executive
Probate Specialist
Tax Consultant
Estate Administrator
Private Client Advisor
Notary Public
Succession Planning Specialist
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