Straight Line of the Day: Ways You’d Like To Control Your Heirs From Beyond the Grave

How To Control Your Heirs From Beyond the Grave

The Telegraph via MSN | 12/3/23 | Amelia Murray

For most people, a will is a way to ensure your loved ones are looked after when you’re gone. 

You can divvy up your assets as you see fit, and make sure family, friends, pets and charities get what you feel they deserve.

But things such as an increase in wealth, second marriages and blended families, have led to some people including conditional clauses in their wills in an attempt to control their loved ones from beyond the grave

… Generally speaking, you can include whatever conditional clause you like in your will. Most tend to be fairly straightforward and sensible, but others can include requiring an heir to change their name by deed poll, look after a surviving cat, have a clean criminal record or get a job in finance (these are all real examples).

One of the most common caveats involves an age restriction whereby the beneficiary cannot inherit until they reach a certain age, say 25-years-old, to prevent irresponsible spending.

However, Alexandra Milton, partner at law firm Moore Barlow, said she has seen some cases where parents don’t want their children to inherit until they reach 60.

Legal experts also see many attempts to try and control relationships via a will – both from partners and parents.

Oliver Asha, head of legal at Make a Will Online, said he’s seen gifts given on the condition the surviving spouse does not remarry or live with a new partner.

12 Comments

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  1. Sonny, you’re not getting my $37.25 life savings, until you agree to take care of my 216 stray cats, dogs, and Gila monsters. Oh, just one more thing — you’ll have to change your legal name to Slartibartfast.
    Hey, where do you think you’re going? Ungrateful kids. Tsk.

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