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.

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

CO

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

As environmental challenges and social responsibility become increasingly prominent, many individuals are choosing to align their estate planning with their personal values.

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Conyers

Appointing Legal Guardians For Minor Children In Your Will

Nearly two-thirds of adults have not designated a legal guardian for their minor children in their Will. This is a crucial aspect of estate planning that many parents overlook.

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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

C

Conyers

Podcast: Trust And Estate Planning For Digital Assets In Bermuda

Bermuda Wealth Mgt

A

Appleby

Private Client Guide 2023 - Bermuda (Legal 500)

Bermuda Commercial

CO

Carey Olsen

Home Transfers Within A Family Still Incur Taxes In Bermuda

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Appleby

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

Bermuda Privacy

CO

Carey Olsen

Bermuda Employment Frequently Asked Questions (International Employment Lawyer)

Bermuda Employment

CO

Carey Olsen

The Benefit Entities Act 2025 - Bermuda

Bermuda Commercial

CO

Carey Olsen

The Trustee Amendment Act 2025 - Bermuda

Bermuda Commercial

CO

Carey Olsen

Litigation 2026

Bermuda Commercial

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Appleby

Insights From The BMA's Second Consultation Paper On Digital Identity Service Providers

Bermuda Technology

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Appleby

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

Several events that occur during many of our lives should be considered reminders for us to review our estate planning documents. Three such events are marriage, births and the transfer of...

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Appleby

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

It is common practice when a trust is established for the economic settlor to provide a letter of wishes, addressed to the trustees of the trust, setting out their wishes with respect to the administration of the trust.

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

The Value Of An Enduring Power Of Attorney

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Appleby

Chambers Private Wealth 2019: Bermuda

Bermuda Wealth Mgt

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Conyers

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

Individuals young and old should carefully consider what would happen to them if they were to become mentally or physically unable to handle their personal and/or business affairs.

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Appleby

Chambers Private Wealth 2019: Bermuda

There is no inheritance or capital transfer tax in Bermuda.

Bermuda Wealth Mgt

C

Conyers

Myth #35: Living With A Partner For Several Years Will Entitle Couples To The Same Legal Rights And Responsibilities That Flow From Marriage

MD

Marshall Diel & Myers

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

The new provision has now been invoked for the first time, by the Supreme Court of Bermuda In the Matter of the F Trust and In the Matter of the A Settlement

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Withers LLP

Transfer Of Shares On A Shareholder's Death

When a person who owns shares in a Bermuda company dies, the person's shares must be transferred into the name of his or her beneficiary. This is true whether the shares are in a local company, or in an exempted company.

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

A

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

Estate Planning Solutions For Common Law Couples

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Appleby

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Latest Videos

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Webinar – Everyone Needs A Will (Video)

BB

Beresford Booth

Piloting Compassion In Caregiving With Jonathan Knaul (Video)

OK

Offit Kurman

Gift Planning Strategies (Video)

KR

Kaufman Rossin

Estate Planning: The Differences Between A Will, Enduring Power Of Attorney, And Personal Directive (Video)

PM

Parlee McLaws

Understanding Estate Litigation In BC: How Proper Preparation Can Prevent Legal Battles (Video)

FH

FH&P Lawyers

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