Your Details - (Testators) Help |
Full name of First Testator: |
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Sex: |
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Date of birth: |
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Are you registered blind: |
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Your address including postcode: |
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Contact telephone number: |
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E-mail address: |
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Spouse / Partner / Fiancee (Full Name): Help |
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Relationship: |
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Sex: |
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Date of birth: |
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Are they registered blind: |
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Are you about to marry: Help |
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If so, what is the wedding date?: |
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EXECUTORS Help |
1st CHOICE EXECUTOR (compulsory) |
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Name: |
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Address: |
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Relationship to you: |
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2nd CHOICE EXECUTOR |
(A 2nd choice executor is not compulsory, but advisable.) |
Name: |
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Address: |
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Relationship to you: |
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Charges and Fees: Will any of the Executors be acting in a professional capacity? Help |
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GUARDIANS To look after your children Help |
I/we don't have any children
I/we want the people listed below to look after our children. |
Guardian 1 Name: |
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Address: |
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Relationship to you: |
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Guardian 2 Name: |
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Address: |
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Relationship to you: |
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RESIDUE (everything you own) Help |
Please enter below the people you would like to inherit when you have passed away e.g. Children or Family. |
Name:
Share:
Relationship to you:
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Name:
Share:
Relationship to you:
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Name:
Share:
Relationship to you:
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Name:
Share:
Relationship to you:
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OTHER BENEFICIARIES (in case the people named above die before you) Help |
Nominate your children's children (your grandchildren, recommended):
Yes
No |
Name:
Share:
Relationship to you:
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Name:
Share:
Relationship to you:
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GIFTS (e.g. jewellery, money etc.) Help |
(Please describe the gift/s accurately, give the full name of the person/s to receive the gift and their relationship to you) |
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EXCLUSIONS Help |
I wish to exclude (please give full names and relationships) |
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FUNERAL REQUESTS Help |
As the 1st Testator I wish to be:
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ADDITIONAL INFORMATION Help |
Details of any other information you think is relevant to your Will. |
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EXTRA COPIES OF YOUR WILL |
Please indicate if you require an extra copy of the final version of your Will sent to you for signing (unsigned copy). |
Each extra copy is £ 1.00 |
STORAGE OF WILLS |
Your Will is invalid if it is lost, defaced or tampered with in any way.
Lifetime storage includes one free rewrite of your Will during the term of storage, annual storage does not. |
Annual storage £48
Lifetime storage (mirror will) £300
No
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TRUSTEE POWERS Help |
Executors and Trustees have power to:
Invest money appropriately
Advance money to minor children
Pay fees to professionals
Substitute gifts by agreement with beneficiaries
Treat all income to the estate
as being earned after death
Insure property in the normal way
Have funds not
taxed disadvantageously as trusts
Pass the estate to the next beneficiary if any do not
survive the testator by 30 days
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DECLARATION TO BE COMPLETED BY FIRST TESTATOR (You) |
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