Bermuda: Wills/ Intestacy/ Estate Planning

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Welcome to the Mondaq Family and Matrimonial homepage, here you will find thought leadership articles, podcasts, videos and webinars providing insights covering topics such as Divorce, Family Law, Wills and Estate Planning.

Hidden US Estate Tax Risks For Bermuda-Based Individuals And Families

Non-US persons with internationally diversified portfolios face significant US estate tax exposure on US-situs assets, including securities and real estate, with exemptions far more limited than those available to US citizens.

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Conyers

A Will Trust Can Keep A Home In The Family

In Bermuda, a family homestead represents more than financial value; it embodies ancestral heritage and housing security.

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Appleby

The Benefit Entities Act 2025 - Bermuda

With the introduction of the Benefit Entities Act 2025 (the Benefit Act) Bermuda has taken the important and laudable step of allowing corporations to more easily incorporate environmental, social and governance...

Bermuda Commercial

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Carey Olsen

Where There Is A Will, There Is A Claim

Imagine living with your partner for more than a decade, only to discover that under Bermuda law, you have no automatic right to their estate if they die without a will.

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Appleby

Green And Charitable Legacies: Making A Meaningful Impact Through Your Will

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Conyers

Appointing Legal Guardians For Minor Children In Your Will

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Conyers

Mental Health And Estate Planning

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Appleby

Top Ten Reasons For Making A Bermuda Will

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Conyers

How Bermuda Trusts Can Help With Worldwide Estate Planning

Worldwide Commercial

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Appleby

Private Client & Trust Bulletin: Fall 2023

Worldwide Family

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Conyers

In The Spotlight: Bermuda's Vanessa Schrum

Bermuda Law Performance

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Appleby

Private Client & Trust Bulletin: Summer 2023

Worldwide Family

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Conyers

Podcast: Trust And Estate Planning For Digital Assets In Bermuda

Bermuda Wealth Mgt

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Appleby

Private Client Guide 2023 - Bermuda (Legal 500)

Bermuda Commercial

CO

Carey Olsen

Hidden US Estate Tax Risks For Bermuda-Based Individuals And Families

C

Conyers

Comparative Table: Close-out Netting And Set-off Provisions Comparison Between Jurisdictions

Worldwide Insolvency

CO

Carey Olsen

South & Southeast Asia M&A Report – Q1 2026

Worldwide Commercial

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Conyers

Global Shipping Digest 2026

Worldwide Transport

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Conyers

Beneficial Ownership Regime In Bermuda: An Overview

Bermuda Commercial

CO

Carey Olsen

Home Transfers Within A Family Still Incur Taxes In Bermuda

Even if no money is paid, stamp duty is payable based on open market value and calculated on a sliding scale of up to seven per cent. If a home's open market value is $1 million...

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Appleby

ECJ Rules That Information Held On Beneficial Ownership Registers Should Not Be Publicly Accessible

The European Court of Justice (ECJ) has this morning handed down a landmark judgment in which it has ruled that the EU's Fourth AML Directive (EU2015/849) whereby Member States...

Bermuda Privacy

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Carey Olsen

Most Wills Are Public, Unless You Are A Royal

The public nature of wills has recently been hotly contested in the United Kingdom, where the practice of making wills of ordinary folk public, versus sealing royal wills, has been in focus.

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Appleby

Cryptocurrencies And Estate Planning

When a person dies having made a will, their personal estate is transferred to their personal representatives and thereafter to the person, or people, who have been named as beneficiaries...

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Appleby

Your Will Could Expire After You Marry Again

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Appleby

Is Their Wish Your Command? Thoughts For Trustees And Settlors On Letters Of Wishes

Bermuda Commercial

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Conyers

Trusts And Private Wealth 2021 - Carey Olsen Bermuda Limited

Bermuda Commercial

CO

Carey Olsen

Bermuda Amends Trust Law To Strengthen "Firewall" Provisions And Restores Settlors' Freedom Of Disposition With Regard To Illegitimate Children

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Conyers

Appleby Promotes Four To Senior Associate

Bermuda Finance

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Appleby

Keith Robinson Elected As Fellow Of The American College Of Trust And Estate Counsel

Bermuda Law Performance

CO

Carey Olsen

Estate Planning During COVID-19

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Appleby

A Stable Environment For HNW Private Clients

CO

Carey Olsen

Vanessa Schrum Recognised In Citywealth's International Powerwomen Top 100 List 2019

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Appleby

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Conyers

Estate Planning During COVID-19

With people working from home and being surrounded by their spouse, children, and in some cases parents, the prospect of they or a loved one contracting the coronavirus and how it might...

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Appleby

A Stable Environment For HNW Private Clients

The American economist Nouriel Roubini iterates that geopolitical issues are becoming more important: "Because how can you understand the economy if you don't understand geopolitics"

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Carey Olsen

Vanessa Schrum Recognised In Citywealth's International Powerwomen Top 100 List 2019

Appleby Bermuda Partner Vanessa Schrum, has been recognised in Citywealth's International Powerwomen Top 100 List 2019.

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Appleby

This country-specific Q&A provides an overview to tax laws and regulations that may occur in Bermuda.

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Conyers

The Value Of An Enduring Power Of Attorney

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Appleby

Your Will Should Include 'Bits And Pieces'

Clients frequently spend a lot of time considering their estate plans – and that is particularly the case when it comes to their Wills.

Bermuda Wealth Mgt

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Appleby

Financial Abuse Of Seniors (A Dirty Little Secret)

The Seniors Law Reform Committee has made a series of recommendations to the Ministry of Health, Seniors and Environment for amendments to legislation which would better protect seniors from financial abuse.

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MJM Limited

Get Your Affairs In Order – Review Your Will

In the recent Budget Statement, the Minister of Finance confirmed that government's priority is to eliminate the deficit and that it has a three-year plan to achieve this goal.

Bermuda Wealth Mgt

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Appleby

Family Offices And The Bermuda Proposition

John Grisham's character, Troy Phelan, in "The Testament" has a dramatic approach to estate planning.

Bermuda Wealth Mgt

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Appleby

Withers Represents Beneficiaries Of Two Trusts In Landmark Decision In Bermuda

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Withers LLP

Transfer Of Shares On A Shareholder's Death

Bermuda Wealth Mgt

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Appleby

Law Of Wills And Estates In Bermuda - Eighth Edition

Bermuda Wealth Mgt

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Appleby

Making Your Own Will Could Lead To An ‘Own Goal’

Bermuda Wealth Mgt

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Appleby

Failure To Act Promptly Can Be Costly For Lawyers

Bermuda Wealth Mgt

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Appleby

Where There Is A Will, There May Be A (Costly) Way

Bermuda Wealth Mgt

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Appleby

Social Media Wills – Will You Be Covered After Death?

Bermuda Wealth Mgt

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Appleby

Explaining The Duties Of Executors And Administrators

Bermuda Wealth Mgt

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Appleby

Same-Sex Marriage: The Legal Position In Bermuda

Bermuda Wealth Mgt

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Appleby

Minimizing Stamp Duty With Proper Estate Planning

Bermuda Wealth Mgt

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Appleby

'Trigger Events’ Can Prompt Changes To Your Estate Plan

Bermuda Wealth Mgt

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Appleby

How A Living Will Can Assist You And Your Family

Bermuda Wealth Mgt

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Appleby

Planning For The Future With A Power Of Attorney

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Appleby

Guide To Wills And Estate Planning In Bermuda

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Appleby

Appoint A Guardian For Your Child

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Appleby

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Latest Videos

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There's More To Estate Planning Than Signing A Will (Video)

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Bond, Schoeneck & King PLLC

The Art Of The Steal—Estate Planning For Writers, Artists And Composers (With Just A Little Bit Of Copyright Law) (Podcast)

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Lowenstein Sandler

Ten Minute Interview: Use Of Trust Protectors In Trust Instruments (Video)

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Foley & Lardner

When Is Probate Required In Ontario? (Video)

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Devry Smith Frank LLP

Ep. 60 – Looking Back, Planning Ahead: Estate Planning In 2026 (Podcast)

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Wiggin & Dana

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