Your Details - (Testator) Help
Full name of Testator:
Sex:
Male Female
Date of birth:
01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 January Febuary March April May June July August September October November December Year 1900 1901 1902 1903 1904 1905 1906 1907 1908 1909 1910 1911 1912 1913 1914 1915 1916 1917 1918 1919 1920 1921 1922 1923 1924 1925 1926 1927 1928 1929 1930 1931 1932 1933 1934 1935 1936 1937 1938 1939 1940 1941 1942 1943 1944 1945 1946 1947 1948 1949 1950 1951 1952 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005
Are you registered blind:
No Yes
Your address including postcode:
Contact telephone number:
E-mail address:
EXECUTORS Help
1st CHOICE EXECUTOR (compulsory)
Name:
Address:
Relationship to you:
-Select- aunt brother brother-in-law cousin daughter daughter-in-law ex-father-in-law ex-husband ex-mother-in-law ex-wife father father-in-law friend granddaughter grandfather grandmother grandson husband mother mother-in-law nephew niece partner sister sister-in-law son son-in-law step-daughter step-son step-child step-grandchild step-grandson uncle wife
2nd CHOICE EXECUTOR
(A 2nd choice executor is not compulsory, but advisable.)
optional
Optional aunt brother brother-in-law cousin daughter daughter-in-law ex-father-in-law ex-husband ex-mother-in-law ex-wife father father-in-law friend granddaughter grandfather grandmother grandson husband mother mother-in-law nephew niece partner sister sister-in-law son son-in-law step-daughter step-son step-child step-grandchild step-grandson uncle wife
Charges and Fees: Will any of the Executors be acting in a professional capacity? Help
GUARDIANS To look after your children Help
I don't have any children
I want the people listed below to look after our children.
Guardian 1 Name:
-Select- aunt brother brother-in-law cousin daughter daughter-in-law ex-father-in-law ex-husband ex-mother-in-law ex-wife ex-partner father father-in-law friend granddaughter grandfather grandmother grandson husband mother mother-in-law nephew niece partner sister sister-in-law son son-in-law step-daughter step-son step-child step-grandchild step-grandson uncle wife
Guardian 2 Name:
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: Equal Share 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% 60% 65% 70% 75% 80% 85% 90% 95% 100% Relationship to you: -Select- aunt brother brother-in-law cousin daughter daughter-in-law ex-father-in-law ex-husband ex-mother-in-law ex-wife father father-in-law friend granddaughter grandfather grandmother grandson husband mother mother-in-law nephew niece partner sister sister-in-law son son-in-law step-daughter step-son step-child step-grandchild step-grandson uncle wife
OTHER BENEFICIARIES (in case the people named above die before you) Help
Nominate your children's children (your grandchildren, recommended): Yes No
Name: Share: Equal Share 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% 60% 65% 70% 75% 80% 85% 90% 95% 100% Relationship to you: -Select- aunt brother brother-in-law Charity cousin daughter daughter-in-law ex-father-in-law ex-husband ex-mother-in-law ex-wife father father-in-law friend granddaughter grandfather grandmother grandson husband mother mother-in-law nephew niece partner sister sister-in-law son son-in-law step-daughter step-son step-child step-grandchild step-grandson uncle wife
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)
e.g. I give to my brother, JOE BLOGGS my camera
EXCLUSIONS Help
I wish to exclude (please give full names and relationships)
e.g. I declare that I have not made any provision in My Will for my father JIM BLOGGS
FUNERAL REQUESTS Help
As the 1st Testator I wish to be: Buried Cremated Famliy Decide Undecided
ADDITIONAL INFORMATION Help
Details of any other information you think is relevant to your Will.
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).
No Extra Copies 1 Extra Copy - 1.00 2 Extra Copies - 2.00 3 Extra Copies - 3.00 4 Extra Copies - 4.00 5 Extra Copies - 5.00 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 (single will) £ 150 No
Annual storage £ 48
Lifetime storage (single will) £ 150
No
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
DECLARATION TO BE COMPLETED BY FIRST TESTATOR (You)
Your Will cannot be processed unless this declaration has been completed. I/We confirm that I/we am/are over the the age of 18 years and am/are of sound mind. The information given on this form is complete and correct and is to be used as the basis for preparing my/our Last Will and Testament. In addition to appointments, legacies and distribution of residue I/we agree to my/our Executors and Trustees having normal powers to aid the administration of my/our Estate(s). I/We know of no other Trusts or constraints which would prevent my/our Estate(s) being distributed as I/we have requested.
Please confirm we may carry out verification of your identity using an online method. There is no additional cost for this service.
I certify I have answered all these questions truthfully and to the best of my knowledge: Yes:
Do you wish to donate 5% of our fee to charity? Yes:
Would you like an independent financial adviser to contact you? We confirm only your name and telephone number will be given with your authority. No Yes