Please Select Mr Mrs Ms Other

Surname

3. Post Code

4. Date of Birth

5. I would like to be contacted by:

Telephone

Email

7. Do other people live in your household and/or is anyone financially dependant on you?

Name

Date of Birth

Relationship to you

1

2

3

SECTION B: Details of your husband, Wife or common law spouse

To be completed by everyone who is married of who has a common law spouse

8. Please give the following details about your husband, wife or common law spouse:

Title

Please Select Mr Mrs Miss Ms Other

First Name

Other name(s)

Surname

9. Do they want a Will in the same terms as you?

Please Select Yes No

SECTION C: Details about the things you own

To be completed by everyone

10. Do you own your own property?

Please Select Yes No

If yes, is your home held in joint names?

If yes, please give me the name(s) of the other owner(s) and please indicate whether you:

Own your home as "joint tenants'

Or as "tenants in common"

11. Are all your other assets (all other things you own) held in your name? If no, please list the assets that you and another person own

Asset

Jointly owned with (name)

1

2

SECTION D: Who should benefit from your Will

To be completed by everyone

12. Do you want to leave everything to just one person or organisation?

Please Select Yes No

If yes, please complete the following

Name of person/organisation

Relationship (if any)

Address

13. If you do not want to leave everything to just one person or organisation please complete the following. Remember to specify the gift you want to leave and to whom.

1

Name of person/organisation

Relationship (if any)

Address

2

Name of person/organisation

Relationship (if any)

Address

SECTION E: When others die before you

To be completed by everyone

14. Who should receive your gift if a person in Questions 12 & 13 dies before you? Please give specific instructions in each case.

If (name) dies before me

My gift should go to name(s)

1

2

3

SECTION F: When children are involved

To be completed by anyone who is leaving a gift to a child

15. Are any of the people you listed in Questions 12, 13 & 14 currently under 18 years of age?

Please Select Yes No

16. If yes, please specify the age they must be when they take control of their gift from you.

Name of Child

1

Please Select Age 18 Age 21 Other

2

Please Select Age 18 Age 21 Other

3

Please Select Age 18 Age 21 Other

SECTION G: Appointing a Guardian

To be completed by parents if required

17. If you should die, who will look after your children (under 18 years of age)?

Name of Guardian

Address

Important Information:-If you have been married previously to someone other than your current husband/wife, we recommend that you consider both the inheritance and guardianship of your children very carefully. Please telephone us to discuss this particular situation.
If you are not married but you have a child, you need to consider the guardianship of the child very carefully. Please telephone us to discuss.

SECTION H: Appointing a Executor

To be completed by everyone

18. Who will carry out the instructions of your will?

Executor 1

Name

Address

Executor 2

Name

Address

19. State whether Executors 1 & 2 will act as Joint Executors

Please Select Yes No

Executor 1 will act as Sole Executor (Executor 2 will only act if Executor 1 should die)

Please Select Yes No

SECTION I: Funeral Arrangements

To be completed if required

Please specify any particular wishes:

SECTION J: Any other information

To be completed if required