Make a statutory will on behalf of someone else
Printable version
1. Overview
Apply to the Court of Protection if you want to make (or change) a will on behalf of someone who cannot do it themselves.
This may be because, for example:
- they鈥檝e had a serious brain injury or illness
- they have dementia
You can apply when the person is not able to understand:
- what making or changing a will means
- how much money they have or what property they own
- how making or changing a will might affect the people they know (either those mentioned in the will or those left out)
Someone who has lost the mental capacity to manage their finances may still have the ability to make a will. A solicitor will usually be able to tell you if they are.
How to apply
-
Download, fill in and return the forms with details of the proposed will and supporting documents.
-
Tell other people that you鈥檝e applied.
-
Attend a hearing if the Court of Protection decides to hold one.
-
Sign the will, have it witnessed and send it to the Court of Protection to have it 鈥榮ealed鈥�.
Emergency applications
You can apply to the Court of Protection for an emergency decision on a statutory will if the person you鈥檙e applying for only has a short time to live.
Get legal advice
You can get legal advice from:
- a solicitor - you鈥檒l have to pay for this
- organisations which give advice for free, for example
2. How to apply
Download and fill in the following forms to apply to make a will on behalf of someone, or to make changes to their existing will:
You鈥檒l also need to prove to the Court of Protection that the person is not able to make a will by themselves.
Download and fill in assessment of capacity form (COP3) - you鈥檒l need to get the person鈥檚 doctor or other medical professional to fill in the relevant parts.
Send the completed forms, your supporting documents and any payment to the Court of Protection.
Court of Protection
PO Box 70185
First Avenue House
42-49 High Holborn
London
WC1A 9JA
Supporting documents
You鈥檒l need to include the following information and documents:
- a copy of the person鈥檚 current will and any amendments (鈥榗odicils鈥�)
- a copy of the proposed new will or codicil
- a copy of any deputyship order
- details of the people who have agreed to deal with the will after the person鈥檚 death (鈥榚xecutors鈥�)
- a copy of any registered lasting power of attorney or registered enduring power of attorney
- the person鈥檚 family tree
- reasons the person might be expected to provide for people named in the will (鈥榖eneficiaries鈥�)
- the person鈥檚 address and details about where they鈥檙e living, for example care home, hospital
You must also provide:
- details of the person鈥檚 estate and assets
- accounts showing their estimated income and outgoings
- details of any inheritance tax payable in the event of the person鈥檚 death
Acting in the other person鈥檚 best interest
Decisions taken on someone鈥檚 behalf must always be in their best interest. You must consider:
- what they would do if they were able to make a will themselves
- their beliefs and personal values
- how they鈥檝e acted and made decisions for themselves in the past
Read the for more information and an example of a statutory will.
3. Fees
An application for a statutory will costs 拢408.
You may also have to pay:
- 拢494 if the court decides to hold a hearing (including telephone hearings)
- solicitor鈥檚 fees if a solicitor is appointed by the Official Solicitor to act as the person鈥檚 litigation friend
- Counsel鈥檚 fees (if there are any)
How to pay
Send a cheque for 拢408 made payable to 鈥楬M Courts and Tribunals Service鈥� with your completed forms and supporting documents.
You鈥檒l be told when you need to pay any additional costs, for example for court hearings.
You may be able to claim back any fees you pay from the estate of the person you鈥檙e applying for.
Exemptions and refunds
You may not have to pay an application or hearing fee, depending on the circumstances of the person you鈥檙e applying for, for example they:
- have low (or no) income
- are on certain types of benefit
Download and fill in the application for a fee remission form and send it the Court of Protection with your application forms. The form contains guidance about exemptions.
The fee will be refunded if the person dies within 5 days of the Court of Protection receiving your application.
4. After you apply
The Court of Protection will send you a letter to confirm that your application has been received.
You鈥檒l also get a stamped copy of your application form and a 鈥榙irections order鈥� from the court telling you what to do next.
The Official Solicitor
The directions order might tell you to write to the Official Solicitor to tell them about your application. The Official Solicitor makes sure that people who cannot make decisions for themselves have someone to represent them in court cases.
Official Solicitor
Victory House
30-34 Kingsway
London
WC2B 6EX
Tell people named in your application
Your directions order will say who you must tell (鈥榮erve鈥�) about your application. This could include the person who the application is about and:
- anyone named in an existing will who would be affected financially, for example they are not a beneficiary in the new will
- anyone who would be expected to benefit if the person were to die without a will (鈥榠ntestate鈥�), for example family members
- any other people named on your application
- the Official Solicitor
You must serve both of the following documents within 14 days of the application being issued:
- notice that an application form has been issued (COP15)
- acknowledgment of service form (COP5) so they can confirm they鈥檝e been told about the application and register any objection
You can serve them:
- by post to their home address
- by fax or email
- in person
You鈥檒l be given time to reach a decision with the people you鈥檝e served. The Court of Protection may hold a hearing if you cannot.
5. Getting a decision
The Court of Protection will tell you if:
- your application has been approved or rejected
- you have to provide more information, for example further medical reports
- there鈥檒l be a hearing to get more information
Court hearings
The Court of Protection will hold a hearing, or hearings, if you have not been able to reach a decision with the people you鈥檝e served.
You can also get a solicitor to represent you during the hearing.
Read the guidance on what to expect from a Court of Protection hearing.
You鈥檒l have to pay a hearing fee after the court makes their final decision.
Appeal a decision
You can ask for a decision that was made without a hearing to be reconsidered any time within 21 days of the decision being made.
To appeal a decision made at a court hearing download and fill in the Appellants Notice Form COP 35.
You must pay 拢257. You can apply for help paying the fee if you鈥檙e getting certain benefits or on a low income.
Send the form to the Court of Protection with a cheque made payable to 鈥楬M Courts and Tribunals Service鈥� within 21 days of the date the decision was made.
Court of Protection
PO Box 70185
First Avenue House
42-49 High Holborn
London
WC1A 9JA
6. Finalising the will
You鈥檒l be sent a court order confirming that your application has been accepted with a letter telling you what to do next.
Sign the will
You must sign 2 copies of the will. Both copies should be signed in your name and in the name of the person the will has been made for. You must also get 2 witnesses (aged 18 or over) to sign them.
The witnesses must:
- be with you when you sign the will
- sign the will straight after you
Send the 2 signed copies of the statutory will to the Court of Protection.
The 2 copies will be given the court鈥檚 official seal and sent back to you.
Court of Protection
PO Box 70185
First Avenue House
42-49 High Holborn
London
WC1A 9JA
When the person dies
The statutory will can be handled (鈥榚xecuted鈥�) in the normal way, as if the person had made the will themselves.