Please note that fields marked with * are required.
Warning: By completing this form you are sending us an instruction to prepare your Will. We only prepare Wills for clients who reside in England and Wales and therefore if you require a foreign Will making you should contact solicitors in the jurisdiction where you live. Please note this is an instruction to prepare a Will and your Will not be legally binding until you have signed it in accordance with legal formalities and we will require you to complete the Will in accordance with the instructions that we send to you when you have submitted the form. We always reserve the right to decline instructions where appropriate.
About You |
| Christian Names *: | |
| Surname *: | |
| Address *: | |
| Postcode *: | |
| Email *: | |
| Occupation *: | |
| Telephone Number *: | |
| Work Number *: | |
| Mobile Number: | |
Please note that you must choose your preferred funeral arrangements below.
Funeral Arrangements |
| Funeral Type: | I Wish To Be Buried I Wish To Be Cremated |
| Other Instructions (Please Specify): | |
Please note that all fields marked * are required.
Details of Executors
We would advise you to inform your relatives of your requirements with regard to your funeral arrangements to avoid possible difficulties for your family later.
In your Will you should appoint at least two Executors. Their job is to deal with your affairs upon your death in accordance with your Will. You should check with them that they are willing to be Executors.
You can appoint a Beneficiary as an Executor. It is not advisable to appoint persons older than yourself. You can appoint a Professional person as Executor, for example, a Solicitor, Accountant etc. |
| Full Name: | |
| Address: | |
| Postcode: | |
| Occupation: | |
| Relationship to you: | |
| Second Executor (if needed) |
| Full Name: | |
| Address: | |
| Postcode: | |
| Occupation: | |
| Relationship to you: | |
Guardian
If you have children under the age of eighteen years you should appoint a Guardian for those children in your Will. The Guardian will be the person responsible for the day to day care of your children in the event of your death. You should check out with your Guardian, willingness to act. It is not prudent to have a Guardian who is also an executor, but it is possible if you wish. If you do not need to supply a guardian then please use the continue button at the bottom of the page to skip this section. |
| Full Name: | |
| Address: | |
| Postcode: | |
| Occupation: | |
| Relationship to you: | |
Please note that all fields marked * are required.
If you wish to skip the elements of this section then please use the continue button at the bottom of the page to skip this section.
If you wish to leave any specific items to named individuals, e.g. jewellery, furniture, books etc. please complete the section below. |
| Full Description of Item: | |
| Full Name of Beneficiary: | |
| Full Address of Beneficiary: | |
| Relationship of Beneficiary To You: | |
Beneficiaries
Do you wish to leave any gifts of cash. |
| Full Name of Beneficiary Gift: | |
| Relationship To You: | |
| Full Address of Beneficiary: | |
| Amount: | |
Please note that all fields are required for your submission to be processed.
The Residue Of Your Estate
To whom do you wish to leave the remainder of your estate. In a straightforward Will the following are the most commonly used residual gifts. |
| Everything to my Wife/Husband/Partner: | |
| Full Name: | |
| Full Address of Beneficiary: | |
| If my wife/husband/partner has predeceased me then to my children and if more than one in equal shares provided that should any of my children die before me leaving children then those grandchildren shall take their parents share in equal shares. |
| Full Name: | |
| Date of Birth: | |
| Full Name: | |
| Date of Birth: | |
| Full Name: | |
| Date of Birth: | |
| At What Age do you wish your children to have access to their money: | 18 Years 21 Years 25 Years Other |
| If Other, please state: | |
| If my wife/husband/partner has predeceased me then to my grandchildren. |
| Full Name: | |
| Date of Birth: | |
| Full Name: | |
| Date of Birth: | |
| Full Name: | |
| Date of Birth: | |
| At What Age do you wish your grandchildren to have access to their money: | 18 Years 21 Years 25 Years Other |
| If Other, please state: | |
| If none of the above apply, then whom do you wish to receive the residue of your estate and in what shares e.g 50%, 25%, 100% |
| Full Name: | |
| Relationship To You: | |
| Address: | |
| Age: | |
| Share of My Estate: | |
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| Full Name: | |
| Relationship To You: | |
| Address: | |
| Age: | |
| Share of My Estate: | |
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