Will application form

Use the form below to generate your will application. Your information will be stored in accordance with our privacy policy.

"*" indicates required fields

Step 1 of 10

10%

Untitled

1. Your details

Full name*

Home address

Address line 1 Address line 2 Town/City County Postcode

Occupation

Date of birth

DD slash MM slash YYYY

Contact phone number

Email address*

Marital status

Single

Married

Civil partnership

Divorced

Widowed

If you are not married or in a civil partnership, do you plan to marry or remarry in the near future?

Yes

If yes, please provide details

2. List of assets

Information provided here will assist us in advising you on any issues that may arise such as inheritance tax.

Your Home

Do you own your home? If so, how do you own it?

Sole owner

Joint owner (joint tenants)

Joint owner (tenants in common)

Not sure

Name of the joint owner

Value of your home or your share of the home

Second Property

Do you own a second property? If so, how do you own it?

Sole owner

Joint owner (joint tenants)

Joint owner (tenants in common)

Not sure

Name of the joint owner

Value of your second property or your share of the property

Third Property

Do you own a third property? If so, how do you own it?

Sole owner

Joint owner (joint tenants)

Joint owner (tenants in common)

Not sure

Name of the joint owner

Value of your third property or your share of the property

Foreign Property

Do you own foreign property?

If so, how do you own it?

Sole owner

Joint owner (joint tenants)

Joint owner (tenants in common)

Not sure

Name of the joint owner

Value of properties abroad or share of properties

Have you made a separate will in the country where the property is located or have you sought local legal advice?

Yes

Do you want to consider making a choice of which country’s law should apply to your will?

Yes

(This might be useful if you own assets in another European country. We can discuss this when we meet.)

Personal Possesions

Please detail your personal possessions (for example, pictures, furniture or jewellery).

Total Value:

Business assets

Type of business:

How are the assets owned?:

Sole trader

Company

Who are the other shareholders?

Partnership

Who are the other partners?

How long have you owned the business?

Value of your business or part of business:

Life Insurance

Please detail the type of any life assurance policy you may have (for example, endowment policy linked to mortgage debt, term policy or key man insurance):

Surrender value(s):

Pension death benefits

Have you nominated someone to benefit?

Yes

If yes, who?

Have you discussed your options with anyone?

Yes

If yes, please give details of options chosen:

Approximate value:

Cash in bank

Details of accounts (bank, saver or current)

Account 1

Name

Account type

Joint

Sole

Value of benefit

Account 2

Name

Account type

Joint

Sole

Value of benefit

Account 3

Name

Account type

Joint

Sole

Value of benefit

Account 4

Name

Account type

Joint

Sole

Value of benefit

Account 5

Name

Account type

Joint

Sole

Value of benefit

Shares & Investments

Details:

Values:

Other assets

Details of other property such as savings, investments, pensions and the like.

Asset 1

Description

Value

Does anyone jointly own this asset with you?

Yes

Please provide details

Asset 2

Description

Value

Does anyone jointly own this asset with you?

Yes

Please provide details

Asset 3

Description

Value

Does anyone jointly own this asset with you?

Yes

Please provide details

Is there anything else you think we should know?

3. About your spouse/civil partner/partner

Full name

Home address

Same as my address

Different address

Enter address

Occupation

Date of birth

DD slash MM slash YYYY

Contact phone number

Email address

4. Your children and any financial dependants

Please provide details of all your children, including children from a previous marriage or relationship even if you do not wish them to inherit under your will.

Child 1

Name

Address

Same as my address

Different address

Enter address

Relationship

Date of birth

DD slash MM slash YYYY

To inherit under your will?

Yes

Child 2

Name

Address

Same as my address

Different address

Enter address

Relationship

Date of birth

DD slash MM slash YYYY

To inherit under your will?

Yes

Child 3

Name

Address

Same as my address

Different address

Enter address

Relationship

Date of birth

DD slash MM slash YYYY

To inherit under your will?

Yes

Child 4

Name

Address

Same as my address

Different address

Enter address

Relationship

Date of birth

DD slash MM slash YYYY

To inherit under your will?

Yes

5. If required - any funeral wishes

We recommend you share these funeral wishes with your family.

Funeral Serivce

Burial

Cremation

No preference

Other

Please provide details

6. If required - guardian of minor children

A guardian may be appointed for children under the age of 18 years and would normally only apply if the other parent has already died.

Are you married to the other parent of the children?

Yes

Were you married to the other parent when the children were born?

Yes

Are there any family orders in place which relate to the children?

Yes

If yes, give details

Guardian name

Relationship to you

Address

7. Executors

The executors you appoint will take charge of your estate until it can be distributed to your beneficiaries.

Executor 1

Executor Noted Above?

Spouse/civil partner/partner noted above

Name

Relationship to you

Address

Executor 2

Executor Noted Above?

Spouse/civil partner/partner noted above

Name

Relationship to you

Address

Executor 3

Executor Noted Above?

Spouse/civil partner/partner noted above

Name

Relationship to you

Address

Executor 4

Executor Noted Above?

Spouse/civil partner/partner noted above

Name

Relationship to you

Address

8. If required - specific gifts of cash or items

Please note that if you subsequently sell or replace any specific item the gift will fail.

Beneficiary 1

Name of beneficiary

Address

Gift

Age of beneficiary

Relationship to you

Beneficiary 2

Name of beneficiary

Address

Gift

Age of beneficiary

Relationship to you

Beneficiary 3

Name of beneficiary

Address

Gift

Age of beneficiary

Relationship to you

9. Gifts of residue

The residue is what remains of the estate after all debts, expenses and administrative fees have been paid and any specific gifts have been made.

The following are the more commonly made provisions. Please tick the appropriate box if you wish any of them to apply:

Residue to my spouse/civil partner/partner outright, but if they have died before me,

Then to my children in equal shares

include children of my spouse/civil partner/partner

You may choose the age at which your children will receive their entitlement

Residue to my children, including any I may have in the future, in equal shares

include children of my spouse/civil partner/partner

You may choose the age at which your children will receive their entitlement

If one or more of your children dies before you, leaving children of their own do you wish them to receive their parent's share?

Residues 3 - yes/no

Yes

To my spouse/civil partner/partner, but if they have died before me to the persons or organisations named below:

Beneficiary 1

Name

Address

% share to be inherited

Age of beneficiary

Relationship to you

If they die before you, then to:

Beneficiary 2

Name

Address

% share to be inherited

Age of beneficiary

Relationship to you

If they die before you, then to:

Beneficiary 2

Name

Address

% share to be inherited

Age of beneficiary

Relationship to you

If they die before you, then to:

10. If required - inheritance act claims

Following your death, do you anticipate any person challenging your will on the basis they might believe you have not made 'reasonable financial provisions' for them? If so, provide details.

Person 1

Name

Relationship

Details

Person 2

Name

Relationship

Details

Person 3

Name

Relationship

Details

Asset Protection

Are you interested in discussing the use of Trusts in your Will to help protect the value of your estate when you die?

This could be Trusts to help protect the value of your estate from the risks associated with any of your beneficiaries getting divorced, made bankrupt or the impact of Care Fees and Inheritance Tax.

Yes

Untitled

Wills

Powers of Attorney

Probate

Trusts

Estate Planning

Will application form

1. Your details

2. List of assets

Your Home

Foreign Property

Personal Possesions

Business assets

Life Insurance

Pension death benefits

Cash in bank

Shares & Investments

Other assets

3. About your spouse/civil partner/partner

4. Your children and any financial dependants

5. If required - any funeral wishes

6. If required - guardian of minor children

7. Executors

8. If required - specific gifts of cash or items

9. Gifts of residue

Beneficiary 1

Beneficiary 2

Beneficiary 2

10. If required - inheritance act claims

Asset Protection

Personal Legal Services Custom-built Around You.

Personal Legal Services Custom-built Around You.

Services

Resources

Company