A preferred name is the name someone choose to use in daily life. You can use a preferred name in many everyday situations, such as social settings or informal records. In these cases, organisations focus on what you wish to be called. They do not need to verify your legal identify in detail.
However, official records work differently. Banks, passport offices and government departments require a legal name. They must verify identity against formal documents and often cross-check multiple systems.
As a result, a preferred name alone does not provide enough proof of identity.
Why Names Matter in a Will
A Last Will and Testament must clearly identify the person making it. It must also identify beneficiaries and executors with certainty.
If names differ across documents, executors may need to gather extra evidence to confirm identity. This can delay Probate or even lead to disputes.
Even so, minor differences do not usually invalidate a Will. This includes missing middle names or the use of a nickname. Courts can accept these differences if the identity remains clear. However, it is always better to remove doubt from the outset.
Which Name You Should Use in a Will
The following order helps ensure that each person is properly identified:
- The person’s current and full legal name
- Any genuine alias or nickname they use
- Any former name that helps confirm identity
- Any documentary variation (such as spelling differences)
You should never use a nickname on its own. For instance, “Bill” could refer to several different names.
Instead use a format such as:
- William John Smith (also known as Bill Smith)
Changing a Name in a Will
You cannot amend a Will once you sign and witness it. However, you can make changes using a formal document called a codicil.
A codicil must:
- Be signed by you
- Be witnessed in the same way as a Will
You can create more than one codicil if needed. However, multiple changes can reduce clarity over time. Therefore, many people choose to create a new Will instead.
When You Need Deed Poll
A preferred name does not replace a legal name.
If you want full recognition across official records, you must complete a legal name change. A deed poll provides this proof.
It allows you to update:
- Bank accounts
- Passports
- Government records
- Other official documents
Without a deed poll, organisations cannot update their records.
Do You Need a Will?
Our experienced team is here to help you protect your legacy with expert will writing and estate planning advice. Contact us today to speak with a specialist and discover how our personalised solutions can give you and your loved ones peace of mind.
01452 698 989 | office@willguardian.co.uk | Facebook
This article is for general informational purposes only and does not constitute legal or financial advice. While we aim to keep our content up to date and accurate, UK laws and regulations are subject to change. Please speak to a professional for advice tailored to your individual circumstances. Will Guardian accepts no responsibility for any issues arising from reliance on the information provided.