Inter Vivos Deed Template for England and Wales

An Inter Vivos Deed is a formal legal document used in England and Wales to effect the transfer of property or rights during the lifetime of the grantor. It must comply with specific statutory requirements under English law, including proper execution, witnessing, and delivery. The deed creates immediate legal effects upon execution and can be used for various purposes including property transfers, trust creation, and rights assignments. It differs from a will as it takes effect during the grantor's lifetime rather than upon death.

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What is a Inter Vivos Deed?

An Inter Vivos Deed is a crucial legal instrument in England and Wales used when formal documentation of a transfer or grant of rights is required during the parties' lifetimes. These deeds are commonly used in property transactions, trust arrangements, and asset transfers where the highest form of security and enforceability is needed. The document must comply with strict formality requirements under English law, including proper execution, witnessing, and delivery. It's particularly important when the transfer needs to be immediately effective and legally binding, as opposed to taking effect upon death like a will.

What sections should be included in a Inter Vivos Deed?

1. Date: Date of execution of the deed

2. Parties: Full details of all parties to the deed including their legal capacity and addresses

3. Background/Recitals: Context and purpose of the deed, setting out the relevant background information

4. Definitions: Defined terms used throughout the deed for consistency and clarity

5. Operative Provisions: Main substantive provisions detailing the rights, obligations, and effects of the deed

6. Execution Blocks: Formal execution provisions including signature blocks and witness attestation requirements

What sections are optional to include in a Inter Vivos Deed?

1. Further Assurance: Optional clause committing parties to take any additional steps necessary to give effect to the deed

2. Successors in Title: Provisions ensuring the deed binds successors and assigns, used when long-term obligations exist

3. Governing Law: Explicit choice of law clause, particularly important in cross-border situations

4. Severance: Provisions dealing with the scenario where certain clauses are found to be invalid

What schedules should be included in a Inter Vivos Deed?

1. Property Schedule: Detailed description of any property or assets that are the subject of the deed

2. Rights Schedule: Comprehensive list of rights being granted or reserved under the deed

3. Powers Schedule: Detailed list of powers being granted, particularly relevant in trust deeds

4. Plan Schedule: Plans, maps, or drawings of any property involved in the transaction

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

England and Wales

Publisher

Genie AI

Document Type

Trust Deed

Cost

Free to use

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