Deed of Variation for Intestacy
Our Deed of Variation for Intestacy template:
- Now over 200 sold!
- Validly vary the intestacy with this Deed
- UK-expert-drafted template Deed
- Legally binding and cost effective
How Does It Work?
- 1. Download
- 2. Edit
- 3. Print
- 4. Sign
This is our Deed of Variation for Intestacy template. Use it when a person dies without leaving a Will (dies Intestate) and the beneficiaries, as named under the Intestacy laws, want to change who will inherit. It should generally only be put in place once the Personal Representatives of the deceased have been appointed, i.e. have obtained the Letters of Administration from the local Probate Office.
This is one of our best-selling templates, with over 200 sold! Exclusively available from Legalo.*
Customise our deed template to the specific individual requirements of your matter. It comes complete with a detailed guide that steps you through each clause in the deed.
This type of Deed of Variation puts in place a reliable deed that is suitable for varying an intestate’s estate. David, our co-founder and lawyer of twenty-five years, drafted it. This ensures that you can rely on the Deed template being both legally comprehensive and up-to-date.
Our detailed drafting guidance notes (free with the template) set out a clause-by-clause explanation of the deed. This makes completing the final Deed of Variation simple.
This is a very cost-effective way to go about completing the variation of who receives what from an intestate’s estate. A copy of the guidance notes are available here: guide to this deed of variation for intestacy template.
Using our Deed of Variation for Intestacy template
Download this template for a deed of variation in Word format. Just click on the download button once purchased. You can then easily edit it to suit your own needs.
We provide a full money-back guarantee if you are not happy with your template document for any reason.
Once purchased, you can reuse the template as many times as you want. So you can create further deeds of variation at no further cost. We keep our templates under review to ensure they are up-to-date. When we update a template that you have bought, we will notify you by email and you will get a free updated template.
How and when to use a Deed of Variation for Intestacy
Our Deed of Variation for Intestacy template is for use by someone who is entitled to receive an inheritance as a result of the death of a person who left no will (or at least no valid will), i.e. who died intestate, and who now wishes to divert all or some of that inheritance to someone else.
It has several options, so it is suitable for use:
1. to divert part or all of the person’s inheritance; or
2. where there was an asset that was owned jointly with the deceased under a “joint tenancy” (e.g. a house). As a result of the death, this has now become owned solely by the survivor. (NB it also works for any joint property held under a “tenancy in common” too.); or
3. to divert the inheritance to (a) someone else who is entitled to inherit from the deceased’s estate or (b) someone who would not otherwise be a beneficiary of the estate; or
4. if there is one or more than one person the legacy is being passed on to; or
5. if there is one or more than one person passing the legacy on.
It is not suitable for use in the event of the estate of someone who has left a valid will – you need a different form of deed of variation for this, but one is available from Legalo: deed of variation for will template.
For more information on the intestacy rules, as to who is entitled to inherit in this situation, see the Inbrief website – click on the link.
Varying the Estate to make a Gift to a Charity
Gifts to charities reduce the estate’s liability to Inheritance Tax. When varying the intestate estate to give money to a charity, you need proof that the estate has been varied. You can use our template for this purpose. Then send a copy of the signed deed to HMRC. You do this when you send them your claim for a reduction in the Inheritance Tax, based on the charitable gift.