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.

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.

C

Conyers

Mental Health And Estate Planning

The demographic shift towards an ageing population in Bermuda raises important matters that should be considered, including any legal problems encountered in the wake of an ageing trend...

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Appleby

Top Ten Reasons For Making A Bermuda Will

While crafting a will may seem like a daunting task, its proactive significance cannot be overstated.

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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

A

Appleby

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

Bermuda Privacy

CO

Carey Olsen

Most Wills Are Public, Unless You Are A Royal

A

Appleby

Cryptocurrencies And Estate Planning

A

Appleby

Privy Council Abolishes Shareholder Exception To Legal Advice Privilege

Bermuda Commercial

A

Appleby

Navigating Bermuda's New Trade Marks Act: What You Need To Know

Bermuda International

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Walkers

Bermuda Public Companies Update, Summer 2025

Bermuda Commercial

C

Conyers

Contracts To Manage AI Risk: Part Two (Bermuda)

Bermuda Technology

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Appleby

Legal Privilege – The King Has Been Advised – The Shareholder Rule No Longer Applies Under English Law

Bermuda Commercial

BC

Bryan Cave Leighton Paisner

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

C

Conyers

Trusts And Private Wealth 2021 - Carey Olsen Bermuda Limited

This guide to Bermuda's private client sector includes commentary on tax, trusts, foundations and private wealth structures used within the jurisdiction, including charitable or philanthropic...

Bermuda Commercial

CO

Carey Olsen

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

Bermuda has amended the Trusts (Special Provisions) Act 1989 to modernise its ‘firewall' provisions and to introduce flexibility and clarity with respect to excluding illegitimate children from...

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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

A

Appleby

A Stable Environment For HNW Private Clients

CO

Carey Olsen

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

A

Appleby

C

Conyers

The Value Of An Enduring Power Of Attorney

A

Appleby

Chambers Private Wealth 2019: 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

Testamentary Freedom v Family Obligation – Where Does The Balance Lie?

ML

MJM Limited

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.

A

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

Common law marriage is a term that has often been used to define the relationship between two people who are living together but have not legally formalised their relationship by a legal ceremony of marriage.

MD

Marshall Diel & Myers

Testamentary Freedom v Family Obligation – Where Does The Balance Lie?

Our property is ours to give. This belief forms the foundation of the common law principle of testamentary freedom – that by the terms of your last will & testament...

ML

MJM Limited

Succession On Intestacy – Who Will Get A Piece Of Your Pie?

Bermuda Employment

ML

MJM Limited

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

WL

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

A

Appleby

Law Of Wills And Estates In Bermuda - Eighth Edition

The Law of Wills and Estates in Bermuda - Eighth Edition, authored by Michael Mello QC, JP, TEP is now available.

Bermuda Wealth Mgt

A

Appleby

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

Persons who make their own Wills are known amongst litigation lawyers as a "lawyers’ delight".

Bermuda Wealth Mgt

A

Appleby

Failure To Act Promptly Can Be Costly For Lawyers

Bermuda Wealth Mgt

A

Appleby

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

Bermuda Wealth Mgt

A

Appleby

Social Media Wills – Will You Be Covered After Death?

Bermuda Wealth Mgt

A

Appleby

Explaining The Duties Of Executors And Administrators

Bermuda Wealth Mgt

A

Appleby

Same-Sex Marriage: The Legal Position In Bermuda

Bermuda Wealth Mgt

A

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

A

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

A

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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Gift Planning Strategies (Video)

KR

Kaufman Rossin

Navigating Solo Aging With Dr. Gerda Maissel (Video)

OK

Offit Kurman

BTC Series: What Does Estate Planning Really Mean? (Video)

WG

Watson Goepel LLP

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

PM

Parlee McLaws

Cautionary Tales In Estate Litigation In BC: What Every Family Should Know Before It's Too Late (Video)

FH

FH&P Lawyers

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