Wills & Estates Syllabus
The complete LPC competency exam coverage. Click a topic to cycle through your study status.
Wills & Testate Succession
Drafting wills, codicils and the court's discretion on validity.
Drafting of Wills
Structure, attestation clauses, common drafting pitfalls.
Amendments & Codicils
Valid amendments to a will and execution of codicils.
Court's Overriding Discretion
When a court may declare a defective document a valid will.
Formalities & Capacity
Execution of wills, capacity, invalidity and revival.
Formalities & Execution
Witness requirements, signature, initialling each page.
Capacity
Capacity to make a will, to benefit, and on intestacy.
Invalidity Generally
Mistake, fraud, duress and undue influence.
Revocation & Revival
How wills are revoked, and when revival applies.
Custody & Registration
Safekeeping and lodging of wills with the Master.
Heirs, Legatees & Vesting
Dies, conditions, vesting, substitution, legacies, accrual.
Administration of Estates
Massed estates, intestate succession and estate administration.
Massed Estates
Mechanics and tax consequences of massing.
Intestate Succession
Order of succession when no valid will exists.
Administration of Estates
Reporting, appointment of executor, winding up.
Liquidation & Distribution Account
Drafting the L&D Account and supporting statements.
Liquidation Account
Listing assets and liabilities of the estate.
Recapitulation Statement
Reconciling cash on hand, payments and balances.
Distribution Account
Awarding the residue to heirs and legatees.
Income & Expenditure Account
Post-death income and administration expenses.
Fiduciary Asset Account
Reporting fiduciary assets that fall in.
Estate Duty Addendum
Calculating dutiable amount and duty payable.
Executor's Certificate
Final certification by the executor.
Estate Duty
Calculation of estate duty and duty payable.
Estate Duty Calculation
Section 4 deductions, s 4A abatement, apportionment.
Spousal & Matrimonial Acts
Maintenance of spouses and matrimonial property regimes.
Maintenance of Surviving Spouses
Right to claim maintenance from the estate.
Matrimonial Affairs
Accrual claims and matrimonial property at death.
