Will instructions

FIRM ........................................................................................................................................................... EMPLOYEE......................................................................POSITION

Part A: YOU AND YOUR FAMILY

YOUR DETAILS
First Applicant Mr. Mrs. Ms. Miss. other.......... First names ........... Surname................ Date of birth ....../....../...... Home tel ................................................................ Work tel Mobile ................................................................... Second Applicant (if applicable) Mr. Mrs. Ms. Miss. other................ First names .............. . Surname..................... Date of birth ....../....../...... Home tel ............................................................. Work tel... Mobile ..................................................................

Address ........................................................................................................................................................................................................... .......................................................................................................................................................................................................................... ............................................................................................................................... Postcode.............................................

Email address .......................................................................................................................................................................................

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First Applicant Married divorced divorced cohabiting cohabiting

MARITAL STATUS What is you marital status. (Please tick all boxes relevant to you)
civil partnership civil partnership YES NO previously divorced previously divorced

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dress

Second Applicant. Married

Are you about to be married/ enter into a civil partnership?

YOUR CHILDREN
Full names and addresses of all your children 1. Name: Address: Adopted Disabled Date of birth Relationship to 1st applicant Relationship to 2nd applicant

2. Name: Address:

3. Name: Address:

4. Name: Address:

5. Name: Address:

6. Name: Address:

If you have additional children, please supply details on a separate sheet.

Part B: YOUR PROPERTY AND ASSETS

IS YOUR HOME OWNED?
In the 1 applicants name alone If in joint names, is it as joint tenants
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YES

NO

If YES, is it:
In 2nd applicants name only

In joint names with 2nd applicant or tenants in common

DO YOU OWN ANY OTHER PROPERTIES? YES

NO

If YES, please give the address:.. ,,,,,,,,,...............................................................

HOW IS EACH PROPERTY HELD?

In 1st applicants name alone In joint names with 2nd applicant In 2nd applicants name only

If held jointly, are the properties held as joint tenants

or tenants in common

DO YOU HAVE A BUSINESS? YES NO If YES, is it: sole trader

a partnership Limited company LLP

ESTIMATED ESTATE VALUE

Please include all assets such as property, jewellery, investments, savings, stocks, shares, bonds artworks and anything of value held in the UK. Please provide a list of any assets held overseas on a separate sheet.
Assets held in the UK: Assets held in abroad: First Applicant Second Applicant Combined estate value ........ First Applicant Second Applicant Combined estate value ........

Please list all liabilities e.g. mortgages, loans, credit cards, store cards.
Liabilities in the UK: Liabilities abroad: First Applicant Second Applicant Combined value ........ First Applicant Second Applicant Combined value ........

Part C: BENEFICIARIES
The main part of your estate is called the residue and is usually, although not always, left to each other in the first instance and then on to your children when both of you are deceased. Any specific items or sums of money that are not to be left in this way are pecuniary or specific legacies and should be listed. PECUNIARY/SPECIFIC LEGACIES
First applicant
Name and address of recipient Relationship Item/amount

1. To Whom:
Address:

2. To whom: Address:

3. To whom Address:

4. To whom: Address:

Second applicant

1. To Whom:
Address:

2. To whom: Address:

3. To whom Address:

4. To whom: Address:

Please list any additional bequests on a separate sheet

THE RESIDUE

Will your spouse/partner inherit your estate on the first of you to die? YES When both of you are deceased, will your estate be evenly divided between your children? YES NO When both of you are deceased, will your estate be evenly divided between your children? YES If any of your children pre-decease you, should their share go to their children ? YES If any of your children pre-decease you, should their share go to their children? YES If you have answered NO to any of the above questions, give the distribution of the residue below: Name and address of recipient Name: Address: Relationship

NO NO NO NO

% share

Name: Address:

Name: Address:

Name: Address:

Name: Address:

Name: Address:

Name: Address:

Name: Address:

Name: Address:

Part D: EXECUTORS/TRUSTEES AND GUARDIANS

EXECUTORS/TRUSTEES

You must appoint an executor who will also act as trustee, to carry out the instructions in your Will. It is wise to have at least two (a maximum of four are permitted) however, you may appoint your spouse/partner as one and appoint at least 2 others as reserves.
Couples: Do you want to act as an executor to each other on the FIRST of you to die? (executor 1). YES Executors to act if answer above NO, and/or on second death: Relationship to 1st applicant NO

Name and address of Executors /Trustees Name: Address:

Relationship to 2nd applicant

Name: Address:

Name: Address:

Name: Address:

GUARDIANS

You may want to appoint one or two people to act as guardians for children under 18 years of age. The appointment will usually only apply if both parents are dead. The position may be different if you are a single parent and you should discuss this with us.
Relationship to 1st applicant Relationship to 2nd applicant

Age Name: Address:

Name: Address:

Name: Address:

To appoint more guardians detail their name, address, phone numbers and relationship on a separate sheet. Do you wish the guardians to receive any financial provision?: YES NO If yes, please specify.

Part E: REQUESTS AND WISHES

FUNERAL AND ORGAN DONATION
1st applicant Do you wish to be buried Do you wish to be cremated? Do you wish to donate your organs: YES YES YES NO NO NO 2nd applicant Do you wish to be buried Do you wish to be cremated? Do you wish to donate your organs: YES YES YES NO NO NO

OTHER REQUESTS

If you have a preferred burial site or location at which ashes are to be scattered, state this and give any burial plot number. Similarly, details of a pre-paid funeral plan should be given here.

CAPABILITY STATEMENT
To be signed by all applicants. I hereby declare that I am not blind, physically infirm or in any way mentally impaired and the instructions given here are a true reflection of my wishes and have been completed without coercion. Signature of 1 Applicant:.. Date .. Signature of 2nd Applicant: Date ...
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If your circumstances dont fit the form, or you are not sure how to proceed, call our helpline, free, on 08081 789373
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