Divi Overlay – Administration preferences by admin | Sep 27, 2024 Administration Preferences Admin Provisions Do you want to impose an age restriction on the recipients of any gifts in your Will? Yes No Which categories below do you wish to impose an age restriction? My Primary Beneficiaries My Secondary Beneficiaries My Reserve Beneficiaries My Specific Gifts When do you wish your Primary Beneficiaries to inherit? Absolutely (i.e. no age restriction) At age 18 years At age 25 years When do you wish your Secondary Beneficiaries to inherit? Absolutely (i.e. no age restriction) At age 18 years At age 25 years When do you wish your Reserve Beneficiaries to inherit? Absolutely (i.e. no age restriction) At age 18 years At age 25 years When do you wish your Beneficiaries of Specific Gifts to inherit? Absolutely (i.e. no age restriction) At age 18 years At age 25 years If any child of mine dies before me, should my Trustees hold the share of the Trust Fund that they would otherwise have held for my child on trust for my child's own children living at my death in equal shares? Yes No Not Applicable Do you wish to include a provision that Professional Trustees may charge their services? (e.g. If your Trustee is a lawyer, accountant or banker, or if your none professional Trustee appoints a Professional Trustee) Yes No Do you want the STEP provisions (England and Wales) (3rd Edition) to apply to your Will? Yes No Δ
