Wills


RETURN

On-line Information Form


Enter brief details of your enquiry in the space provided below:-

(1) Testator/Testatrix

The Testator / Testatrix is the male / female person making the will.

Section 1

Surname: 

FULL forenames: 

Title:  Age:

Address including the post code: 

Telephone numbers:

Evenings and weekends 

work  mobile

Email address: 

Surname of spouse or partner: 

FULL forenames: 

Please select: married  unmarried 

IF UNMARRIED, are you planning to marry? Yes  No 

Is a Will required for your spouse or partner now? Yes  No 

Marriage after you have made a Will automatically revokes the Will unless the Will specifically
sets out the details of the intended marriage. If you know that you are about to be married,
please give the following details. If this does not apply to you, please go on to Section 2.

Date of wedding: 

Do you intend that this Will should continue to be valid after you are married?

Yes  No 

 

(2) Executors

Executors do the work of administrating your Estate and carrying out other instructions
in your Will. You must appoint an Executor or Executors. If children under 18 may benefit
you need at least two. Four is the maximum number allowed. Executors may benefit from
your will by being named as beneficiaries

It is important to appoint people you trust.

Charges and Fees
Executors may also be beneficiaries but they cannot charge for their work unless they have
accepted the appointment in a professional capacity.

1st Executor

Surname:  and FULL forenames: 

Relationship to you (if any): 

Full address: 

2nd Executor

Surname:  and FULL forenames: 

Relationship to you: 

Full address: 

3rd Executor

Surname:  and FULL forenames: 

Relationship to you: 

Full address: 

4th Executor

Surname:  and FULL forenames: 

Relationship to you: 

Full address: 

 

(3) Guardians

If you have children under 18yrs you will wish to appoint guardians to raise them if you
are no longer here to do so.

1st Guardian

Surname:  and FULL forenames: 

Relationship to you: 

Full address: 

2nd Guardian

Surname:  and FULL forenames: 

Relationship to you: 

Full address: 

 

(4) Legacies

(a) specific items

Please give full details, if applicable, of all specific gifts of items.
Identify items very carefully so they can be easily identifiable.
e.g. 'My gold Ring with three matching diamonds to my daughter Mary Anne Bloggs'.

If you wish to give a possession which you regularly change,write something like:
'Any motor car owned by me at the time of my death'.

From First Testator


Recipient (1) 	: 
Relationship 	: 
Details of Gift/s 

Give only after second death?       		:

Recipient (2)  : Relationship  : Details of Gift/s  Give only after second death? :

From Spouse/Partner



Recipient (1) 	: 
Relationship 	: 
Details of Gift/s 

Give only after second death?       		:

Recipient (2)  : Relationship  : Details of Gift/s  Give only after second death? : 


				

				
(b) Gifts of Money

				
				
Please give full details, if applicable, of all specific 
				gifts of money.

				
e.g. the contents of bank accounts, stocks, shares etc. 

				
Give details of account and certificate numbers where they 
				apply. 

				
These gifts are usually paid free of tax calculations. i.e. 
				Inheritance Tax is paid from the 

				
Residuary Estate. The recipient then receives the whole 
				amount gifted. 

				

				
From First Testator 

				

				


Recipient (1) 	:
Relationship 	:
Details of Gift 

Give only after second death?       		: 

				

				
Recipient (2)  : 
				Relationship  : Details of 
				Gift   
				Give only after second death? : 

				

				
From Spouse/Partner> 

				

				


Recipient (1) 	:
Relationship 	:
Details of Gift 

Give only after second death?       : 

				

				
Recipient (2):  : 
				Relationship  : Details of 
				Gift   
				Give only after second death? : 

				

				

				
  

				
(5) Residue

				
				
Main Beneficiaries

				

				
Everything else is referred to as your "residuary estate".
				

				If you are one of a married couple or live with a partner you 
				probably want him/her to

				inherit, but if they do not survive you by 30 days your Estate 
				can pass to your

				children (or grandchildren) or to other named beneficiaries.

				

				Residue of Estate to pass firstly to Spouse/Partner :
				 And / or then to pass onto your children or 
				grandchildren (including those not yet born)
:
				

				

				Named Beneficiaries

				(only complete this section if you have answered 'No' to either 
				question above)
				
The share Named Beneficiaries are to receive is best written 
				as a percentage (e.g.25%)

				If the share box is left blank, they will receive equal shares 
				of your Estate.

				Charities may be named in this section. 

				

				


Beneficiary name (1) 	: 
Share 			: 
Relation to Testator 	: 
Relation to Spouse 	: 

Beneficiary name (2) 	: 
Share 			: 
Relation to Testator 	: 
Relation to Spouse 	: 

Beneficiary name (3) 	: 
Share 			: 
Relation to Testator 	: 
Relation to Spouse 	: 

Beneficiary name (4) 	: 
Share 			: 
Relation to Testator 	: 
Relation to Spouse 	: 



				

				
(6) Other Information

				
				
Exclusions Have you 
				deliberately excluded anyone who may have a possible 

				
claim on your estate? Yes 
				 No 
				

				

				Name people who may claim they have been excluded as an 
				oversight.
				
Is exclusion is mutually agreed? Yes 
				 No 
				

				

				

				

				
 

				
				
Business

				Do you have any business 
				interests which may form part of your estate?

				
Such as a sole trader or partnership which may be continued 
				by beneficiaries. 

				Yes 
				 
				No 
				

				

				If "yes", state any specific wishes you may have in this 
				respect:
				

				

				
 

				
				
Funeral Requests

				

				
Do you wish to donate your body for medical purposes? Yes 
				 
				No 
				

				If "yes", state any specific wishes you may have in this 
				respect:
				

				

				
Choose whether you wish your remains to be buried or 
				cremated:

				
Burial   
				Cremation 

				
If, perhaps for a religious or other 
				reason, you specifically do not want to be cremated,

				
a statement to this effect can be included in the Will.

				
If you wish such a statement to be included, please check 
				this box.  

				
If you wish, you may specify funeral arrangements such as the 
				type of service or directions

				as to where you wish to be buried or where you would like your 
				ashes scattered:

				

				

				
 

				
				
(7) Trustee Powers

				
				
Your Executors (who also act as Trustees) need to be given 
				powers to carry

				out your instructions as you would wish. Standard Trustee powers 
				are included in all Will's

				unless alternatives are specifically requested. Stated powers 
				that do not apply to your estate at

				present are included as safeguards to allow for a future change 
				in circumstances. 

				If you wish to specify additional powers for your Executors 
				please state below:
				

				

				
				
(8) Additional Information

				
				
Please set out below any other instructions or information 
				you may wish to give us.

				

				
 

				
				
Declaration to be signed by the Testator(s)

				
				
I/we confirm that I/we am/are over the age of 18 years and 
				am/are of sound mind.

				The information given on this form is complete and correct and 
				is to be used as the basis

				for preparing my/our Last Will and Testament. In addition to 
				appointments, legacies and

				distribution of residue. I/we agree to my/our Executors and 
				Trustees having normal powers

				to aid the administration of my/our Estate(s). I/we know of no 
				other Trusts or constraints

				which would prevent my/our Estate(s) being distributed as I / we 
				have requested.

				

				

				

Date 		: 
Signed (First) 	: 
Signed (Second) 	: 


				

				

				
Finally: Please advise us of the name and address of the 
				person who referred 

				
you to this site and we will send them £5.00 on completion of 
				your Will: