There are just a few important things to remember when you are completing your Will
1. You have to nominate an executor/s or executrix/ces who is appointed to look after the
affairs/estate of you, the deceased person and make sure your wishes, as set out in your Will,
are put into place. Therefore you have to tell them about the Will and its location….
2. Ensure any beneficiaries are fully named with their addresses / eircodes even PPS #s.
3. You sign and date the Will… if you have any medical issues you may need to obtain a
certificate of competence from a doctor or specialist stating you have the capacity to sign a
Will..."being of sound mind"...
4. The two witnesses who witness your signature must NOT benefit from your estate. Their
full names, addresses, PPS numbers, eircodes and occupations must be recorded on the Will
below your name. The same witnesses do not have to see the contents of your Will just witness
your signature.
5. You then keep the original Will and put it up in a safe place – make a copy and give it to a
trusted friend / family member. The original Will is the important document and if you want
the executor/s / executrix/ces to complete the Probate, they will need the original Will so they
must know where it is located. Also make provision in case of a house fire… ( fire proof safe
or filing cabinet etc )
6. Make provision in case any of your executor/s / executrix/ces or beneficiaries pre-decease
you.
7. Be sure to nominate a guardian if you have children under 18 and / or make provision if
you have children with special needs.
8. DNA assets should also be recorded. You need permission to sample it, and permission to
access any records relating to it. Many by now have Ancestry.ie or similar. This should be
listed since this is definitely a valued piece of family inheritance. Remembering too that the
person who has access to any DNA records must be, like an executor/s / executrix/ces,
responsible enough to take on the info that may come with it.
9. The template for an Enduring Power of Attorney is included in this package and a fact sheet
on why you may need to sign one plus for more information visit this weblink – just to make
you aware of its availability when support is needed.
Power of attorney is a legal device in Ireland that can be set up by a person (the Donor) to allow another specially appointed person (the Attorney) to act on their behalf. An enduring power of attorney only takes effect when the donor becomes mentally incapacitated and no longer able to...
www.citizensinformation.ie
10. Click on this link to find out about the 3 group thresholds (e.g. A - Parent to child
€335,000 etc B & C ) and all you need to know about inheritance -
[broken link removed]
tax.html