{"title":"Templates \u0026 Documents","description":"\u003cp\u003eSelf-completion templates for the documents families actually need — letters of wishes, trustee paperwork, declarations of trust and more. Each one comes with plain-English completion notes and an honest list of when you shouldn't DIY it.\u003c\/p\u003e","products":[{"product_id":"declaration-of-trust-property-contributions","title":"Declaration of Trust (Property Contributions)","description":"\u003cp\u003eYou put in £70,000. They put in £10,000. The Land Registry says nothing about either. Without a written record, the law may simply assume you own the property equally.\u003c\/p\u003e\u003cp\u003eThis self-completion deed for England \u0026amp; Wales records exactly who owns what share — clause by clause, with plain-English notes, a contributions schedule, and proper execution blocks for signing as a deed. It includes a floating-shares formula for couples making unequal mortgage payments, buy-out and right-of-first-refusal clauses, and an honest list of situations where you shouldn't use a template at all.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eFull deed with fixed-share and floating-formula options\u003c\/li\u003e\n\u003cli\u003eContributions schedule to evidence the figures\u003c\/li\u003e\n\u003cli\u003eWitnessing guidance so the deed actually holds up\u003c\/li\u003e\n\u003cli\u003eClear \"when NOT to use this\" warnings\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cem\u003eInstant PDF download. England \u0026amp; Wales only. Information, not legal advice — and if your situation needs a real conversation, every download includes an invitation to book a free chat with a Squiggle specialist.\u003c\/em\u003e\u003c\/p\u003e","brand":"Kieran Osborne","offers":[{"title":"Default","offer_id":54075846656327,"sku":"KO-15","price":5.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0865\/7734\/8935\/files\/15.png?v=1780584913"},{"product_id":"letter-of-wishes","title":"Letter of Wishes","description":"\u003cp\u003eYour will says who gets what. A letter of wishes says why — and it's the document your executors and trustees will actually thank you for.\u003c\/p\u003e\u003cp\u003eThis self-completion template for England \u0026amp; Wales covers the things a legal document can't comfortably hold: guardianship wishes for your children, guidance for trustees using their discretion, smaller personal items, and the messages that never quite get said. Deliberately non-binding, so you can update it any time without redrafting your will — and private, unlike a will once probate is granted.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eGuardianship section — values, routines, family contact\u003c\/li\u003e\n\u003cli\u003eTrustee guidance for discretionary and life interest trusts\u003c\/li\u003e\n\u003cli\u003ePersonal items and pet provisions\u003c\/li\u003e\n\u003cli\u003eSigning, storing and updating rules that keep it valid\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cem\u003eInstant PDF download. England \u0026amp; Wales only. Information, not legal advice — and if your situation needs a real conversation, every download includes an invitation to book a free chat with a Squiggle specialist.\u003c\/em\u003e\u003c\/p\u003e","brand":"Kieran Osborne","offers":[{"title":"Default","offer_id":54075846852935,"sku":"KO-16","price":5.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0865\/7734\/8935\/files\/16.png?v=1780584913"},{"product_id":"trustee-meeting-minutes-template","title":"Trustee Meeting Minutes Template","description":"\u003cp\u003eIf HMRC or a beneficiary ever questions a trustee decision, a clear minute from the time is worth more than anyone's memory.\u003c\/p\u003e\u003cp\u003eThis self-completion template for family trusts in England \u0026amp; Wales gives you the full structure of a defensible meeting record: attendance and quorum, declarations of interest (vital when trustees are also beneficiaries), a whole-trust review covering assets, investments, beneficiaries and the letter of wishes, numbered resolutions with reasons, and action points. It also tells you plainly when minuting isn't enough and you need advice first.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eComplete minute structure with ready-made wording\u003c\/li\u003e\n\u003cli\u003eDeclarations of interest section done properly\u003c\/li\u003e\n\u003cli\u003eTrustee Act 2000 review prompts built in\u003c\/li\u003e\n\u003cli\u003eSignature blocks and filing guidance\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cem\u003eInstant PDF download. England \u0026amp; Wales only. Information, not legal advice — and if your situation needs a real conversation, every download includes an invitation to book a free chat with a Squiggle specialist.\u003c\/em\u003e\u003c\/p\u003e","brand":"Kieran Osborne","offers":[{"title":"Default","offer_id":54075846918471,"sku":"KO-17","price":5.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0865\/7734\/8935\/files\/17.png?v=1780584914"},{"product_id":"trustee-resolutions-pack","title":"Trustee Resolutions Pack","description":"\u003cp\u003eFamily trustees rarely need a formal meeting for every decision — but every decision still needs a proper paper trail.\u003c\/p\u003e\u003cp\u003eThis pack of five ready-made written resolutions for England \u0026amp; Wales covers the decisions family trustees actually make: distributions to beneficiaries, investment changes under the Trustee Act 2000, appointing accountants and advisers, banking changes (the exact document your bank will ask for), and loans to beneficiaries. Each comes with a standard header, reasons section, declarations of interest and signature block — plus blunt warnings about the decisions a signed template can't make safe.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eFive fill-in resolutions with statutory references included\u003c\/li\u003e\n\u003cli\u003eReasons and conflicts recorded the way HMRC expects\u003c\/li\u003e\n\u003cli\u003eBank-ready wording for signatory changes\u003c\/li\u003e\n\u003cli\u003eClear \"take advice first\" boundaries\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cem\u003eInstant PDF download. England \u0026amp; Wales only. Information, not legal advice — and if your situation needs a real conversation, every download includes an invitation to book a free chat with a Squiggle specialist.\u003c\/em\u003e\u003c\/p\u003e","brand":"Kieran Osborne","offers":[{"title":"Default","offer_id":54075847016775,"sku":"KO-18","price":5.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0865\/7734\/8935\/files\/18.png?v=1780584914"},{"product_id":"deed-of-appointment-retirement-of-trustees","title":"Deed of Appointment \u0026 Retirement of Trustees","description":"\u003cp\u003eTrustees retire, move abroad, or hand over to the next generation — but a trustee can't just walk away. The change has to be done by deed, properly.\u003c\/p\u003e\u003cp\u003eThis self-completion deed for England \u0026amp; Wales covers the common family trust situations: a trustee retiring and being replaced, a new trustee added, or retirement without replacement. It includes the recitals that trace the chain of trusteeship, vesting and indemnity clauses with plain-English explanations, and an after-signing checklist for the Land Registry, banks and the Trust Registration Service.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eFull deed built on sections 36 and 39 of the Trustee Act 1925\u003c\/li\u003e\n\u003cli\u003ePlain-English notes on every clause\u003c\/li\u003e\n\u003cli\u003eThe two-trustee rule for land, flagged before it bites\u003c\/li\u003e\n\u003cli\u003eHonest \"do not use this if\" list\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cem\u003eInstant PDF download. England \u0026amp; Wales only. Information, not legal advice — and if your situation needs a real conversation, every download includes an invitation to book a free chat with a Squiggle specialist.\u003c\/em\u003e\u003c\/p\u003e","brand":"Kieran Osborne","offers":[{"title":"Default","offer_id":54075850031431,"sku":"KO-19","price":5.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0865\/7734\/8935\/files\/19.png?v=1780584914"},{"product_id":"severance-of-joint-tenancy-pack","title":"Severance of Joint Tenancy Pack","description":"\u003cp\u003eMost couples buy as joint tenants without ever discussing it — and joint tenancy quietly defeats a lot of sensible planning, because you can't leave your half of the house in your will.\u003c\/p\u003e\u003cp\u003eThis pack for England \u0026amp; Wales contains the statutory notice of severance (section 36(2), Law of Property Act 1925), an acknowledgement of service, step-by-step instructions for serving it — including on an uncooperative co-owner — and a guide to filing Land Registry Form SEV yourself. One co-owner can do the whole job alone; the other's agreement isn't required.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eReady-to-use notice with wording that actually severs\u003c\/li\u003e\n\u003cli\u003eHow to check your title register first\u003c\/li\u003e\n\u003cli\u003eService routes with the evidence to keep\u003c\/li\u003e\n\u003cli\u003eFrank warnings on divorce, schemes and irreversibility\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cem\u003eInstant PDF download. England \u0026amp; Wales only. Information, not legal advice — and if your situation needs a real conversation, every download includes an invitation to book a free chat with a Squiggle specialist.\u003c\/em\u003e\u003c\/p\u003e","brand":"Kieran Osborne","offers":[{"title":"Default","offer_id":54075850981703,"sku":"KO-20","price":5.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0865\/7734\/8935\/files\/20.png?v=1780584914"},{"product_id":"personal-possessions-memorandum","title":"Personal Possessions Memorandum","description":"\u003cp\u003eFamilies rarely fall out over the money. They fall out over grandma's ring, dad's watch and the photo albums.\u003c\/p\u003e\u003cp\u003eThis self-completion memorandum for England \u0026amp; Wales is the simple fix: a signed list of which personal items go to which people, kept alongside your will. Because it's guidance rather than part of the will, you can update it any time — no witnesses, no solicitor's fee. The template explains the will clause it needs to work, gives you a properly structured schedule with a notes column for the stories behind items, and fallback wording if a recipient dies before you.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eItem-by-item schedule with describe-it-so-a-stranger-could-find-it guidance\u003c\/li\u003e\n\u003cli\u003eThe exact will clause to check for first\u003c\/li\u003e\n\u003cli\u003eFallback and update wording included\u003c\/li\u003e\n\u003cli\u003eClear rules on what belongs in the will instead\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cem\u003eInstant PDF download. England \u0026amp; Wales only. Information, not legal advice — and if your situation needs a real conversation, every download includes an invitation to book a free chat with a Squiggle specialist.\u003c\/em\u003e\u003c\/p\u003e","brand":"Kieran Osborne","offers":[{"title":"Default","offer_id":54075851899207,"sku":"KO-21","price":5.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0865\/7734\/8935\/files\/21.png?v=1780584914"},{"product_id":"death-notification-letters-pack","title":"Death Notification Letters Pack","description":"\u003cp\u003eAfter a death, dozens of organisations need to be told — and most still want it in writing.\u003c\/p\u003e\u003cp\u003eThis pack for England \u0026amp; Wales gives you ready-made fill-in-the-blanks letters for banks, building societies, pension providers and the rest: copy the wording, replace the square brackets, post or upload. Each letter asks for exactly what an executor needs — confirmation, a date-of-death balance, and the institution's process. It also covers Tell Us Once, the Death Notification Service, ordering enough death certificates, and the intermeddling trap that quietly commits you to the executor role before you've decided to take it.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eLetters for every common institution, ready to adapt\u003c\/li\u003e\n\u003cli\u003eNotify-and-freeze wording that's safe to send\u003c\/li\u003e\n\u003cli\u003eCertificate and correspondence tracker included\u003c\/li\u003e\n\u003cli\u003ePlain warnings before you act as executor\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cem\u003eInstant PDF download. England \u0026amp; Wales only. Information, not legal advice — and if your situation needs a real conversation, every download includes an invitation to book a free chat with a Squiggle specialist.\u003c\/em\u003e\u003c\/p\u003e","brand":"Kieran Osborne","offers":[{"title":"Default","offer_id":54075853013319,"sku":"KO-24","price":5.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0865\/7734\/8935\/files\/24.png?v=1780584932"},{"product_id":"basic-single-will-template","title":"Basic Single Will Template","description":"\u003cp\u003eA homemade will can be fine — if your circumstances are genuinely simple and you follow the formalities to the letter. This template is for exactly that person, and honest about who it isn't for.\u003c\/p\u003e\u003cp\u003eYou get a complete self-completion will for England \u0026amp; Wales: every clause from revocation through executors, guardians, gifts, the residuary estate and funeral wishes, with a plain-English completion guide, a worked example, and the signing and witnessing checklist that decides whether the document works at all.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eFull clause-by-clause template with optional sections\u003c\/li\u003e\n\u003cli\u003eA clear \"when NOT to use this\" warning list up front\u003c\/li\u003e\n\u003cli\u003eStep-by-step completion guide with a worked example\u003c\/li\u003e\n\u003cli\u003eThe strict signing and witnessing checklist, spelled out\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cem\u003eInstant PDF download. England \u0026amp; Wales only. Information, not legal advice — and if your situation needs a real conversation, every download includes an invitation to book a free chat with a Squiggle specialist.\u003c\/em\u003e\u003c\/p\u003e","brand":"Kieran Osborne","offers":[{"title":"Default","offer_id":54075853603143,"sku":"KO-13","price":5.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0865\/7734\/8935\/files\/13.png?v=1780584893"},{"product_id":"mirror-wills-template-couples","title":"Mirror Wills Template (Couples)","description":"\u003cp\u003eMirror wills are the classic couple's arrangement: everything to each other, then to the children — and this pack does it properly, while being straight with you about what mirror wills cannot protect against.\u003c\/p\u003e\u003cp\u003eYou get the complete template for both wills, a shared completion guide, a contemplation-of-marriage clause for engaged couples (without it, your wedding revokes both wills), the 28-day survivorship clause that handles dying together, and a signing checklist built around the mistake couples make most: witnessing each other's wills.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eTwo matched self-completion wills, planned as a pair\u003c\/li\u003e\n\u003cli\u003eThe survivorship clause that handles a joint tragedy\u003c\/li\u003e\n\u003cli\u003eHonest warnings on blended families and care fees — when mirror wills aren't enough\u003c\/li\u003e\n\u003cli\u003eA couples-specific signing and witnessing checklist\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cem\u003eInstant PDF download. England \u0026amp; Wales only. Information, not legal advice — and if your situation needs a real conversation, every download includes an invitation to book a free chat with a Squiggle specialist.\u003c\/em\u003e\u003c\/p\u003e","brand":"Kieran Osborne","offers":[{"title":"Default","offer_id":54075853963591,"sku":"KO-14","price":5.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0865\/7734\/8935\/files\/14.png?v=1780584893"}],"url":"https:\/\/library.kieranosborne.co.uk\/collections\/templates-documents.oembed","provider":"The Legacy Library","version":"1.0","type":"link"}