Tel: 01353 666075
Email:
Local presence. Global standards.

Will - Online Application.

Contact Details

Full Name

Telephone

Email

Address

Personal Details

Are you married, in a civil partnership or co-habiting?

Children Details

Name

Name

Name

Name

Date of birth

Date of birth

Date of birth

Date of birth

Do you have any children who have predeceased you?

Value of your estate

House

Value £  

Mortgage

Value £  

Any other property

Value £  

Address

A share in any other property

Value £  

Percentage of share  

Address

Building Society/Bank Accounts

Value £  

Stocks and Shares

Value £  

National Savings/Premium Bonds

Value £  

Life Assurance and Pensions

Value £  

ISAs

Value £  

Business interests/partnerships/private company shares

Value £  

Executors

Full Names and addresses, at least two, can include your spouse.

Full Name

Address

Full Name

Address

Beneficiaries

a. Do you wish to give a specific sum or item to any one?

If YES, who and what

Full Name(s)

Item Details

If NO, who do you wish to leave your entire estate to?

Full Name(s)

b. If your beneficiaries die before you, who would you like to inherit your estate?

Full Name(s)

c. If any beneficiary or potential beneficiary is aged under 18 years what age (up to 24 years) would you like them to receive their money?

Age

Guardians

If your spouse should die before you, who on your death will be the guardians of your infant children?

Full Name(s)

Addresses

Funeral Arrangements

Do you want to give any directions about burial/cremation/donation of organs?

Details

Specific Gifts

Do you want to make any specific gifts?

Details