Nomination review schedule for a family client
A single format from the Nomination Against Succession: The Document Trail pack. working document · reviewed with the will.
- 2 pages
- 86
- Word and PDF
- 14 September 2026
What it covers
- 1Nomination review schedule for a family clientworking document · reviewed with the will
Read the opening
The first part of the format, as it downloads. Blanks are highlighted.
NOMINATION REVIEW SCHEDULE
Client: [Client's name] · PAN: [PAN] · Will dated: [Date of the client's Will] · Review date: [Date of the review] · Reviewed by: [Name of the reviewer]
Purpose: to record, for every asset held by the client, who the registered nominee is, what the will gives and to whom, whether the two agree, and what action has been taken. A nomination decides who the institution pays. The will decides who owns what is paid. Where they differ, the will governs title, except for a life insurance policy in which the nominee is a parent, spouse or child and is beneficially entitled under sub-sections (7) and (8) of section 39 of the Insurance Act 1938.