Gregsons Solicitors

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2. Marriage / Partnership Details

Are you married?

Yes

If yes, date of marriage

Are you intending to marry/re-marry in the future?

Yes

Have you been married before?

Yes

Your spouse's / partner's full name

3. Your Children (include children from any previous relationship)

1: Name and Address

Date of birth

2: Name and Address

Date of birth

3: Name and Address

Date of birth

INSTRUCTIONS FOR YOUR WILL

1. Your Executors and Substitute Executors

Your Executors deal with the administration of your estate. It is advisable to have at least two with two alternatives in the event the original Executors have predeceased you or do not wish to act. Partners of this firm will be pleased to act as your Executors, either alone or with a family member or friend. There would be no extra charge to your estate for this service (outside of the normal charges for dealing with the administration.

Name and Address

Name and Address (substitute)

2. Funeral Wishes

It is possible (although not mandatory) to specify funeral wishes in your Will. Please let us know your wishes

Funeral Wishes

Buried

Cremated

No preference

Other (eg. donation of organs) or any other wishes you would like included

3. Guardians

Guardians will look after your minor children until they reach 18 years of age. This will usually only apply if both parents are dead. As this involves a lot of responsibility, you should ask the chosen guardians to agree to this before appointing them.

Name and Address:

4. Cash Gifts / Gifts of Specific Items

Please give details of the beneficiaries as well as the amount/item bequeathed. Please say if the beneficiary is under 18 years of age. If so, would you like their parent or guardian to receive it on their behalf prior to 18?

Name and Address

Amount / Item

Name and Address

Amount / Item

Name and Address

Amount / Item

Please use a separate sheet of paper if necessary

The Residue of your Estate

The residuary estate is all that you own other than joint assets and any gifts made above. Please let us know your instructions:

The Residue of your Estate

Everything to my spouse/partner but if they have died then to my children equally (or to their children - your grandchildren - if they have died before you);

Everything to my children equally (or to their children - your grandchildren - if they have died before you);

Everything to my spouse/partner but if they have died then to the following beneficiaries:

beneficiaries

Would you like your children to inherit at

If you do not wish to use the common provisions listed above, please provide details of your residual beneficiaries on the 'Other Information' section at the end of this form.

5. Alternative Beneficiaries

It is advisable to name alternative beneficiaries in case your original beneficiaries have died before you:

Name and Address

Share of Estate

Name and Address

Share of Estate

YOUR ASSETS

1. Your Home

Is your home

If in joint names, is it owned as

What is the approximate value of your home

Is there a mortgage? If so, please give approximate value

2. Other Assets

Do you have any jointly owned assets (other than your home)? If so, please give details and approximate values below

Do you have a business? If so, please give an approximate value and details as to whether it is a Company, Partnership or in your sole name and also provide copies of any Memorandum & Articles of Association or Partnership Agreement

Do you own any assets abroad? If so, please provide details and approximate values below

Please provide details and approximate values of any other assets below.

OTHER INFORMATION

Please use this section to tell us about any other information that is necessary or use this as a continuation sheet.

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Wills Questionnaire form