Estate Planning templates for Hong Kong

Browse all 41 free estate planning legal templates for Hong Kong. Download as PDF or Word.

Wills & Testaments

Codicil (Hong Kong)

A Codicil for Hong Kong amending an existing will without revoking it entirely, allowing changes to executors, beneficiaries, or specific gifts under the Wills Ordinance (Cap. 30).

Letter of Wishes (Hong Kong)

A non-binding letter accompanying a will or trust, guiding trustees and executors on the testator's wishes under Hong Kong law.

Living Will (Advance Directive) (Hong Kong)

A Living Will (Advance Directive) for Hong Kong expressing your wishes regarding medical treatment and life-sustaining measures if you become incapable of making decisions.

Mirror Will (Hong Kong)

A Mirror Will for Hong Kong where spouses or partners create matching wills leaving their estates to each other, with provisions for children and other beneficiaries if both die.

Mutual Will (Hong Kong)

A Mutual Will for Hong Kong where two parties agree not to revoke their wills without the other’s consent, creating a binding obligation that survives the first death.

Probate Application Letter (Hong Kong)

A covering letter for a probate application to the High Court of Hong Kong, supporting a grant of probate or letters of administration under Cap. 10.

Simple Will (Hong Kong)

A Simple Will for Hong Kong for individuals with straightforward estates, appointing an executor and distributing assets to named beneficiaries under the Wills Ordinance (Cap. 30).

Will / Codicil Revocation Declaration (Hong Kong)

A Will Revocation Declaration and Codicil Revocation for Hong Kong under the Wills Ordinance (Cap. 30). Formally revokes a previous will, codicil, or specific testamentary disposition. Covers the statutory requirements for valid revocation, witness requirements, HKID formalities, and interaction with a new will's revocation clause.

Will for Business Owner (Hong Kong)

A Will for Business Owners in Hong Kong addressing succession planning for business interests, shares, and partnership stakes alongside personal estate distribution.

Will with Testamentary Trust (Hong Kong)

A Will with Testamentary Trust for Hong Kong creating a trust within the will to manage assets for minor children, disabled beneficiaries, or for tax and asset protection purposes.

Power of Attorney

Enduring Power of Attorney (Hong Kong)

An Enduring Power of Attorney for Hong Kong that remains effective even after the donor loses mental capacity, governed by the Enduring Powers of Attorney Ordinance (Cap. 501). Must be registered with the High Court before it can be used once the donor becomes mentally incapacitated.

Financial Power of Attorney (Hong Kong)

A Financial Power of Attorney for Hong Kong authorising an attorney to manage the donor's financial affairs, including banking, investments, and tax matters.

Lasting Power of Attorney (Enduring Powers of Attorney Ordinance) Hong Kong

A Lasting Power of Attorney (LPA / Enduring Power of Attorney) for Hong Kong under the Enduring Powers of Attorney Ordinance (Cap. 501). Enables a donor to appoint an attorney to manage property and financial affairs if the donor later becomes mentally incapacitated. Covers registration with the High Court, scope of authority, restrictions, and certification requirements.

Medical Power of Attorney (Hong Kong)

A Medical Power of Attorney for Hong Kong appointing a healthcare proxy to make medical decisions on behalf of the donor if they become unable to decide for themselves.

General Power of Attorney (Hong Kong) (Power Of Attorney)

A General Power of Attorney authorising a named attorney to act on behalf of the donor in specified legal, financial, and property matters under the Powers of Attorney Ordinance (Cap. 31). Must be executed before a solicitor in Hong Kong. Note: a General POA is automatically revoked upon the donor's mental incapacity — for enduring authority, a separate Enduring Power of Attorney under the Mental Health Ordinance (Cap. 136) is required.

Revocation of Power of Attorney (Hong Kong)

A Revocation of Power of Attorney for Hong Kong formally cancelling a previously granted power of attorney and notifying relevant parties of the revocation.

Special Power of Attorney (Hong Kong)

A Special Power of Attorney for Hong Kong granting limited authority to an attorney for specific transactions or purposes, such as property sales or bank transactions.

Trusts

Asset Protection Trust Deed (Hong Kong)

An Asset Protection Trust Deed for Hong Kong shielding assets from creditors and future claims while providing for designated beneficiaries.

Bare Trust Deed (Hong Kong)

A Bare Trust Deed for Hong Kong where the trustee holds assets on behalf of a single beneficiary who has absolute entitlement to both income and capital.

Discretionary Trust Deed (Hong Kong)

A Discretionary Trust Deed for Hong Kong granting the trustee discretion over distributions to beneficiaries, commonly used for asset protection and family wealth management.

Family Trust Deed (Hong Kong)

A Family Trust Deed for Hong Kong holding and managing family assets for the benefit of family members across generations.

Fixed Trust Deed (Hong Kong)

A Fixed Trust Deed for Hong Kong where beneficiaries have defined, predetermined entitlements to trust income and capital.

Testamentary Trust (Hong Kong)

A testamentary trust provision for Hong Kong wills, establishing a trust to hold and manage assets for beneficiaries after death, governed by the Trustee Ordinance (Cap. 29).

Trust Amendment Deed (Hong Kong)

A Trust Amendment Deed for Hong Kong modifying the terms of an existing trust deed, including changes to beneficiaries, trustees, or distribution provisions.

Charitable Trust Deed (Hong Kong) (Trusts)

A Charitable Trust Deed for Hong Kong establishing a charitable trust under the Trustee Ordinance (Cap. 29) and common law charitable trust principles. Covers charitable objects (relief of poverty, advancement of education, religion, or other beneficial community purposes), trustee powers, tax exemption under section 88 of the Inland Revenue Ordinance (Cap. 112), and Inland Revenue Department approval.

Estate Administration

Beneficiary Release & Receipt (Hong Kong)

A Beneficiary Release and Receipt for Hong Kong signed by a beneficiary acknowledging receipt of their inheritance and releasing the executor from further liability.

Charitable Donation Deed (Hong Kong)

A Charitable Donation Deed for Hong Kong documenting a gift to a registered charity, providing evidence for tax deduction claims under section 88 of the Inland Revenue Ordinance.

Conditional Gift Agreement (Hong Kong)

A Conditional Gift Agreement for Hong Kong where the gift is subject to specified conditions being met by the donee before transfer is completed.

Deed of Gift (Hong Kong)

A Deed of Gift for Hong Kong transferring ownership of property or assets from the donor to the donee without consideration, subject to stamp duty under the Stamp Duty Ordinance (Cap. 117).

Estate Distribution Agreement (Hong Kong)

An estate distribution agreement for Hong Kong beneficiaries and personal representatives, documenting the agreed distribution of a deceased person's estate assets under the Probate and Administration Ordinance.

Estate Distribution Deed (Hong Kong)

An Estate Distribution Deed for Hong Kong formally distributing the assets of a deceased person’s estate to the beneficiaries named in the will or under intestacy rules.

Estate Freezing Injunction Application (Hong Kong)

An application for an estate freezing injunction (Mareva-style order) in Hong Kong to preserve estate assets pending probate or administration. Brought in the Court of First Instance under the Probate and Administration Ordinance (Cap. 10) and the inherent jurisdiction of the court. Covers the grounds for the application, assets to be frozen, supporting affidavit requirements, and discharge procedures.

Estate Inventory (Hong Kong)

An Estate Inventory for Hong Kong listing all assets and liabilities of a deceased person’s estate for probate purposes.

Executor Appointment Letter (Hong Kong)

An Executor Appointment Letter for Hong Kong formally notifying a person of their appointment as executor of a will and outlining their duties and responsibilities.

Gift in Trust Declaration (Hong Kong)

A Gift in Trust Declaration for Hong Kong placing a gift into trust for the benefit of a minor or other beneficiary, with specified terms for access and distribution.

Gift Letter (Hong Kong)

A Gift Letter for Hong Kong confirming that a monetary gift or asset transfer is unconditional and does not require repayment, commonly used for property purchases.

Grant of Probate Application (Hong Kong)

A Grant of Probate Application for Hong Kong filed with the Probate Registry to obtain authority to administer a deceased person’s estate under the Probate and Administration Ordinance (Cap. 10).

Inheritance Disclaimer / Renunciation (Hong Kong)

An Inheritance Disclaimer and Deed of Renunciation for Hong Kong under the Probate and Administration Ordinance (Cap. 10). Enables a beneficiary or intestate heir to formally disclaim or renounce their entitlement to an inheritance, legacy, or share of an estate. Covers stamp duty implications, tax planning, Deed of Renunciation formalities, and the effect on entitlement passing to others.