HERITANT · Will Updating & Codicils

Will Review & Revision.

Comprehensive review of existing Wills, drafting of codicils, and preparation of complete replacement Wills necessitated by changed circumstances, marriages, births, property transactions or relocations.

HERITANT

From Planning
to Implementation.

Periodic review

Ensuring your existing Will reflects present reality.

An outdated Will can be as problematic as having no Will at all. Major life events—such as marriage, divorce, the birth of children, acquisition or disposal of significant assets, or the unavailability of an appointed executor—warrant immediate testamentary review.

We examine existing instruments for legal validity, potential gaps, ambiguities, and tax implications, advising whether a supplementary codicil or a complete revocation and replacement Will is the appropriate legal course.

What we consider

When a Will review is essential.

Existing Instrument Audit

A thorough forensic audit of your current Will to verify execution validity, clarity of language, and enforceability under current law.

Life Events & Family Changes

Adjusting bequests after marriages, births of children or grandchildren, separations, or the unfortunate passing of named beneficiaries.

New Asset Acquisitions

Updating schedules when significant properties, financial portfolios, or corporate holdings have been acquired, sold, or restructured.

Executor Reassessment

Confirming that appointed executors and alternate executors remain willing, capable, and legally qualified to manage estate administration.

Codicil vs Replacement

Determining whether a targeted supplementary Codicil is sufficient or if drafting a clean, consolidated replacement Will is prudent.

NRI & Cross-Border Relocation

Re-aligning Wills when family members or assets relocate across international jurisdictions with conflicting succession rules.

Our assistance

Our review and revision services.

From quick clause adjustments to comprehensive testamentary revamping, our assistance ensures your estate plan remains completely up to date.

Detailed legal audit of current Will documents and codicils

01

Evaluation of changed personal, family, and financial status

02

Assessment of executor health, willingness, and availability

03

Verification of nominee designations against testamentary bequests

04

Drafting of formal Codicils for minor additions or modifications

05

Complete revocation and preparation of a replacement Will where appropriate

06

Guidance on secure destruction of revoked testamentary documents

07

Updated execution, witnessing, and optional registration assistance

08

Frequency of review

We recommend reviewing your Will every three to five years, or immediately following any significant milestone such as property acquisition, marriage, or changes in family dependencies.

Consultation

Request a confidential review of your existing Will.

Book a Consultation