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Guidelines for making my Will

  • Seek independent legal advice from a solicitor who does not represent any of the potential beneficiaries of your Will
  • You should review your Will every 5-6 years and after any major change in your life, for example:
    • Getting separated, married or divorced
    • Moving house
    • If the executor named in the Will dies
  • Get the agreement of the person/people you want to act as your executor(s). Explain to them their duties in dealing with your estate after your death
  • It is strongly recommended that you appoint two executors in your Will
  • You need to appoint guardians for any of your dependants who cannot look after themselves and for any of your children who are under the age of 18
  • Tell a trusted friend, family members, executor(s) and/or your financial advisor or solicitor where your Will is so that they can find it after your death
  • If you have a joint account, make sure you have an open conversation with your joint account owner(s) about what your intentions are regarding your money in the account in the event of your death. These intentions should be stated in writing and lodged with your solicitor/bank and stated clearly in your Will
  • If you think that you are being bullied or intimidated into creating a new Will, or making any changes to an existing Will, or if you are not comfortable with the situation, say ‘no’ and do not make or change the Will
University College Dublin (UCD)National Centre for the Protection of Older People (NCPOP)Health Services Executive (HSE)Older People's Empowerment Network (OPEN)
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