1. Check through the Will/Codicil carefully before signing.
2. Enlist two people to act as witnesses. Each witness must be at least 18 and of sound mind. The following may not act as a witness:
- Family members
- The executors and/or trustees of your Will
- Anyone who benefits under your Will
- The spouse or civil partner of any of the above
3. Make any minor amendments, such as correcting a spelling or changing the value of a cash legacy, before you sign theWill/Codicil. You should use pen, and you and both witnesses must initial in the margin next to each amendment. If you have any concerns, please return the document to us to make the amendments for you.
4. Sign the document in the presence of both witnesses. The witnesses are not entitled to read your Will/Codicil, although they must be aware of the type of document they are witnessing. You should sign in pen, in your usual signature, between the pencil crosses on the last page of the document. You should also initial the bottom right hand corner of each page, except for the front page and the last page where you have signed fully.
5. Pass the Will/Codicil to your witnesses for signature. Both witnesses must sign the document in front of you and in front of one another. They should sign in pen, in their usual signature, where indicated on the last page of the document, and should print their full name, address, and occupation in the spaces provided below. Both witnesses should also initial the bottom right hand corner of each page, except for the front page and the last page.
6. Date the front and last pages of theWill/Codicil in pen. There is a space at the top of the front page in which you should write the date in the format “1st January”. Similarly, on the last page, you should write the date in the same format.
7. Take care not to tear or damage the Will/Codicil. You must not pin, clip or otherwise attach anything to the document, whether with a paperclip, staple or otherwise.
8. Return the Will/Codicil to us. We will check that it appears to have been signed correctly (although we cannot ensure that the formalities have been complied with unless the document is signed under our supervision).
If you have any queries please telephone or email your usual contact at Stevens & Bolton LLP.