13/05/2026
Please, give us a clue - Attention all will writers and drafters - what to put in a will to enable easy tracing when the will is executed
In the last 12 months I have had at least ten traces in which the will writer had really not helped by allowing the testator to make gifts to friends with no clue, beyond first and surnames, as to who the beneficiary is.
e.g. “I leave £5000 to my friend Joan Ashton” – no-one in the family had ever heard of Joan Ashton – we traced back through all the testator’s previous workplaces and one retiree remembered that she had moved to Hull. So, we had a Joan Ashton in Hull. We didn’t know if it was her married or maiden name. Lots of letters to all the Joan Ashtons in Hull of around the right age eventually produced a result. It took 4 months and delayed the payout to the rest of the beneficiaries by the same amount.
Or “I leave £1000 to my friend Michael McGregor” - Michael it turned out had been in the army with the testator and had changed his name. The testator, it turned out, knew this but his will was not amended accordingly. Again a big delay before we traced him via a series of snooker clubs to Dublin.
Please, will writers and testators give us a last known address and/or date of birth and expand the description of the friendship or relationship. e.g. my friend from my time at Acme Packaging – it will save everyone a lot of time.
Names have been changed to protect the innocent (or guilty!).
n.b. five of the ten wills were self made, two by law firms and three by seemingly untrained will writers and none of whom are still in business.