1. Personal Details

Forenames:

Surname:

Are you known by any other names?:

Address:

Post Code:

Date of Birth :

Home Telephone Number:

Work Telephone Number:

Mobile Telephone Number:

email address:

Do you have a will at present?: Yes No (if yes please send a copy)

Do you consider yourself to be domiciled in the UK?: Yes No

2. Marriage / Partnership Details

Are you married? : Yes No

If yes, date of marriage:

Are you intending to marry/re-marry in the future?: Yes No

Have you been married before?: Yes No

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 :

Do you have any stepchildren? If so, please give details:

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 :

Name and Address (substitute):

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:

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:

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:

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:

Would you like your children to inherit at: 18 21 25

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: Owned Rented Other (eg. provided by a relative)

Is your home: In your sole name In joint names with your spouse/partner In your spouse's/partner's sole name

If in joint names, is it owned as: Joint Tenants Tenants in Common Dont know

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.