Mello Jones & Martin · Barristers and Attorneys

The Law of Wills and Estates in Bermuda, 6th Edition

Michael J. Mello, Q.C., J.P., T.E.P. · May 28th, 2007

Part 1 - Wills

Chapter 1 General Nature of a Will

  • What is a Will?
  • Why You Need a Will
  • Who Can Make a Will? (legalese: testamentary capacity)
  • Setting Aside a Will for Lack of Testamentary Capacity or Undue Influence

Chapter 2 Formalities Necessary for Making a Bermuda Will

  • Writing
  • Signature
  • Attestation (Formal Witnessing of the Will)
  • Holograph Wills (Handwritten Wills)
  • Mutual Wills (With or Without a Contract)
  • International and Foreign Wills

Chapter 3 Making a Will

  • General Points
  • Personal Matters
  • Last Words

Chapter 4 Revocation of Wills

  • Revocation by a Subsequent Will or Codicil
  • Destruction
  • Revocation By Marriage
  • Duly Executed Writing Declaring an Intention to Revoke
  • Effect of Divorce on Wills

Chapter 5 Revival of Wills

Chapter 6 Alterations to a Will

Chapter 7 Rectification and Will Draftsman's Negligence

Chapter 8 Living Will Declaration, Health Care or Medical Directive

Chapter 9 Organ Donation

  • Why the Shortage?
  • Family Discussion
  • The Recipients
  • The Donor Families
  • Your Decision
  • Questions and Answers

Chapter 10 Other Considerations When Making a Will

  • Residence
  • Estate Planning
  • Primary Family Homestead Designation
  • Where a Will Should be Kept
  • Reading of the Will and Will Confidentiality
  • Enduring Powers of Attorney

Part 2 - Probate and Administration

Chapter 11 Estate Representatives

  • Executors
  • Persons Who May be Appointed Executors
  • Mode of Appointment
  • Number of Executors
  • Lost Wills
  • Renouncing Office of Executor
  • Resealing of Foreign Grants
  • Title of the Executors
  • Administrators
  • Duties of Estate Representatives

Chapter 12 Grant of Probate and Letters of Administration

  • Probate in Common Form
  • Probate in Solemn Form
  • Administrators
  • Administration with Will Annexed
  • Passing Over those Primarily Entitled to Administration
  • Distinction Between Probate and Administration
  • Estate Creditors
  • Effect of Grant of Probate
  • Estate Stamp Duties
  • Estate Planning

Chapter 13 Intestacy

Chapter 14 Children

  • Natural Born Children
  • Children Born as a Result of Artificial Insemination

Chapter 15 Common Law Husbands or Wives

Chapter 16 Same Sex Marriage or Civil Partnerships

Chapter 17 Commorientes (Persons Dying Together)

Chapter 18 Presumption of Death and Burial

  • Presumption of Death
  • Burial

Chapter 19 Small Estates

Appendices

  • Appendix A Some Useful Definitions
  • Appendix B How much are you worth and how much in death duties will your estate have to pay?
  • Appendix C Statutes
    • Wills Act 1988
    • Administration of Estates Act 1974
  • Appendix D Non-Contentious Probate Rules 1974
    • Court Approved Application Forms
  • Appendix E Mello Jones & Martin Will Questionnaire
  • Appendix F Sample Wills, Attestation Clauses and Living Will
  • Appendix G Letter to KEMH Agreeing to be an Organ Donor
  • Appendix H Supreme Court Registry Filing Fees in Probate Matters

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