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Full Name |
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Title |
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Street address |
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Address (cont.) |
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Town or City |
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County |
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Postal code |
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Work Phone |
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Home Phone |
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FAX |
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E-mail |
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Personal Details |
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Marital status. Are you:- |
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Do you have any children? |
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Financial status |
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Please enter a little information about
your personal wealth as this has implications
on your Inheritance Tax Liability and may
influence the way we prepare your Will:-
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What is your personal wealth on death in
the United Kingdom (include life policies
and any other benefits which will mature
on your death:- |
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Do you own any freehold or leasehold property
in the United Kingdom? |
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Have you created or have the benefit of
an income or capital generating trust fund?
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Do you own any property outside the United
Kingdom? |
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Your Will |
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Executors |
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These are the people who will administer
your estate, obtain Grant of Probate,
gather in the various assets of the estate,
discharge any debts, tax etc. and distribute
the balance in accordance with your wishes.
You should choose your executor(s) with
care as they have a very responsible task
and unfortunately you won't be around
to supervise them!
You can choose your spouse, next of kin,
close friends and professionals, including
the partners of this firm, or banks with
appropriate trustee capacity or a mixture.
We usually suggest two executors if a
child is likely to benefit or trust fund
needs to be created for the benefit of
any beneficiary. |
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Do you wish to appoint:- |
The partners in our firm
Your spouse - if
so please insert his/her FULL
name here...
Any other person, in which case
please enter the full name(s) and address(es)
of your desired executors in the space
provided below:-
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Appointment of guardians (optional) |
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If you have children you may wish to nominate
someone who will look after them is you
are a single parent or on the death of your
spouse. The appointment can sometimes
be contested in the courts and if you are
concerned about this let us know. |
I wish to appoint a guardian for
Guardians full name and address:-
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Pecuniary legacies (optional) |
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Do you wish to leave any monetary legacies
... ? |
to
of
to
of
to
of
to
of
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Specific legacies (optional) |
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Do you wish to leave any specific items
to anyone? Please give a full description
of the article in question and the recipient's
full name and address:- |
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Your residuary estate |
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To whom do you wish to leave the balance
of your property and other assets (called
the residuary beneficiary)?
Please insert the full name(s) and address(Es)
of the beneficiary/ies. If more than
one indicate in what proportions you wish
your estate to be shared:- |
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Child Beneficiaries
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Are any of the above under the age of 18
years? |
If so who and their current
ages:-
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Children can inherit at a minimum age of
18 years. If you would prefer him/her/them
to inherit at a later age (preferably 25
years or below) please indicate:-
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years |
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Substitute beneficiaries
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You should provide in your Will what
is to happen if one of your residuary
beneficiaries dies before you. If
you have left your estate between a group
then you may, of example, wish the surviving
members to receive the deceased's share
equally between them or for the deceased's
share to pass to his or her spouse or
children.
If you only have one person benefiting
from your estate it is very important
to ensure that you nominate someone to
receive your money and other assets if
that person dies. |
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If you have chosen:- |
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(a) A sole residuary beneficiary
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To whom do you wish your estate to pass
on the death of that person:- |
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(b) A Group of residuary beneficiaries
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Do you wish:- |
Any deceased's share to be re-divided
amongst those alive at your death
Passed to the child or children (in equal
shares) of the deceased beneficiary
Dealt with in a different way. If
so please give details in the box below:-
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Other information
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Any other information which you consider
relevant, e.g. wishes regarding burial or
cremation, donation of body to medical science:-
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Please tick the following box to confirm
your instructions to us to prepare your
Will. Our fees for this service are
£60 plus V.A.T. which will be invoiced to
you with the final copy of the Will for
signature. |
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I wish you to prepare a Will for me based
on the above information and agree to be
responsible for your stated fees for this
service. |
| Are you
already a client of our firm? |
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