Telephone Numbers
If your spouse or civil partner has died, please answer the following:
Your Background
Your Assets
What is the approximate value of any other assets (land and properties, investments, bank and building accounts and policies, valuable house contents, collections or personal possessions) which you own:
Please provide details if any of the following apply to you or to your spouse or civil partner:
WHAT WOULD LIKE YOUR WILL TO DO?
1. Appointment of executors and guardians
1. 1 Executors
These will be the people who administer your estate according to the terms of your Will. It is not advisable to appoint more than four executors and usually advisable to appoint at least two. There is no relevance to the order in which they are appointed.
please provide details of the other executors:
1. 2 Guardians
If you have parental responsibility for any minor children (ie those under the age of 18), it is advisable (in case you are not survived by anyone else who also has parental responsibility for those children) to appoint guardians who could look after them until they are 18 years old. Children in this context includes illegitimate children and adopted children but not step children (unless adopted or specifically included by name). If appointing more than one guardian, we will need to discuss the practicalities of any appointment if the guardians are not of the same household.
Please provide details of the guardians:
2. Funeral wishes
3. Specific gifts and legacies
Note that, generally speaking, an asset held jointly cannot be left by your Will (this is because it passes automatically to the other joint owner on your death, so you cannot leave it to a third party). If you would like any jointly held property to be left by your Will and not pass automatically to the surviving joint owner, we can discuss further how to achieve this.
Please detail below any specific gifts or sums of money that you would like to leave:
Gift 1
Gift 2
Gift 3
4. Gift of the rest of your estate (residue)
Gift of the rest of your estate (residue)
When completing this section please bear in mind anything you may have already given away in section 3 above.
5. Any further relevant information which may be relevant
This may include:
