Once a will has been signed and witnessed, you cannot simply amend it by writing on it or attaching a note. The law requires a formal process — either a codicil or a new will. Here are the steps to follow to change your will effectively and legally.
Step 1: Review Your Existing Will
Locate your current will and read it carefully. Identify exactly what you want to change — a specific gift, an executor, a beneficiary, or the overall structure of your estate. The nature and scale of the change will determine whether a codicil or a new will is the right approach.
Step 2: Decide Whether You Need a Codicil or a New Will
For minor changes — updating an executor, adding a small legacy, or changing a guardian — a codicil may be appropriate. For significant changes, such as altering who inherits, removing a beneficiary, or restructuring your estate for inheritance tax purposes, a new will is almost always the better option.
A codicil is a separate legal document that amends specific provisions of an existing will. It must be signed and witnessed in exactly the same way as a will — in the presence of two independent witnesses who are both present at the same time.
Step 3: Instruct a Solicitor
Whether you are making a codicil or a new will, instructing a specialist wills solicitor ensures the document is correctly drafted and executed. Errors in wording or execution can invalidate the change — or create ambiguity that leads to disputes after your death.
Step 4: Sign and Witness the Document
A codicil must be signed and witnessed in exactly the same way as a will. Two independent witnesses must be present at the same time. Witnesses must not be beneficiaries under the will or codicil, and must not be the spouse or civil partner of a beneficiary.
Step 5: Store the Document Safely
Your updated will or codicil must be stored securely — ideally with your solicitor or in a will storage service. If you have made a codicil, it must be kept with the original will. Tell your executors where the documents are held.
Step 6: Destroy the Old Will (if making a new one)
If you have made a new will, destroy the old one by tearing it up or burning it. Your new will should contain a revocation clause stating that it cancels all previous wills and codicils. Leaving multiple wills in existence creates confusion and potential disputes.