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1. Parties: Identification of all parties to the agreement, including executors, beneficiaries, and any contestants
2. Background: Context of the inheritance, including details of the deceased, will status, and reason for settlement
3. Definitions: Definitions of key terms used throughout the agreement
4. Settlement Terms: Core terms of the settlement, including asset distribution and payment arrangements
5. Release and Indemnity: Mutual releases from claims and indemnities between parties
6. Tax Provisions: Allocation of tax liabilities and responsibilities
7. Confidentiality: Confidentiality obligations of all parties regarding the settlement terms
8. Dispute Resolution: Process for resolving any future disputes about the agreement
9. Execution: Formal execution provisions and attestation requirements
1. International Assets: Required when estate includes assets in multiple jurisdictions
2. Business Interests: Required when dealing with transfer or management of business assets
3. Trust Arrangements: Required when establishing or modifying trust structures as part of settlement
4. Special Needs Provisions: Required when beneficiaries have special needs or require specific arrangements
5. Family Provision Claims: Required when addressing potential future family provision claims
6. Ongoing Management: Required when assets require continued joint management post-settlement
1. Schedule A - Asset Register: Comprehensive list of all estate assets and their agreed valuations
2. Schedule B - Distribution Plan: Detailed breakdown of how assets will be distributed among beneficiaries
3. Schedule C - Payment Schedule: Timeline and terms for any payments to be made under the settlement
4. Schedule D - Tax Calculations: Details of tax implications and calculations for the settlement
5. Appendix 1 - Valuation Reports: Independent valuations of significant assets
6. Appendix 2 - Legal Advice: Certificates of independent legal advice received by parties
7. Appendix 3 - Power of Attorney: Copies of any relevant powers of attorney or representative authorities
Estate
Deceased
Will
Grant of Probate
Letters of Administration
Executor
Administrator
Beneficiaries
Potential Claimants
Settlement Sum
Distribution Date
Effective Date
Estate Assets
Excluded Assets
Family Provision Claim
Legal Personal Representative
Related Parties
Settlement Terms
Tax Liability
Release
Completion Date
Dispute
Claims
Inheritance Rights
Trust Property
Relevant Period
Settled Sum
Confidential Information
Business Day
Jurisdiction
Governing Law
Independent Legal Advice
Estate Accounts
Distribution Schedule
Valuation Date
Settlement Payment
Estate Liabilities
Encumbrances
Attestation
Definitions
Settlement Terms
Distribution of Assets
Release and Discharge
Indemnity
Tax Obligations
Confidentiality
Family Provision Claims
Further Assurance
Dispute Resolution
Governing Law
Severability
Entire Agreement
Assignment
Notices
Costs and Expenses
Variation
Waiver
Force Majeure
Counterparts
Electronic Execution
Independent Legal Advice
Asset Transfer
Payment Terms
Trust Provisions
Powers of Attorney
Binding Effect
Representations and Warranties
Time of Essence
Legal Services
Financial Services
Wealth Management
Estate Planning
Private Banking
Professional Services
Trust Services
Real Estate
Family Business
Agricultural (for family farms)
Legal
Wealth Management
Estate Planning
Private Client Services
Succession Planning
Property
Tax Advisory
Trust Administration
Dispute Resolution
Family Law
Estate Planning Lawyer
Probate Lawyer
Trust Officer
Estate Administrator
Wealth Manager
Financial Advisor
Tax Consultant
Legal Counsel
Succession Planning Specialist
Private Client Advisor
Family Law Specialist
Property Lawyer
Corporate Trustee
Estate Planning Paralegal
Probate Manager
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