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(1) Testator/Testatrix
The Testator / Testatrix is the male / female person making the will.
Section 1
Surname:
FULL forenames:
Title: Age:
Address including the post code:
Telephone numbers:
Evenings and weekends
work mobile
Email address:
Surname of spouse or partner:
FULL forenames:
Please select: married
unmarried
IF UNMARRIED, are you planning to marry? Yes No
Is a Will required for your spouse or partner now? Yes No
Marriage after you have made a Will automatically
revokes the Will unless the Will specifically
sets out the details of the intended marriage. If you know that you are about to be married,
please give the following details. If this does not apply to you, please go on to Section 2.
Date of wedding:
Do you intend that this Will should continue to be valid after you are
married?
Yes No
(2) Executors
Executors do the work of administrating your Estate and carrying out other instructions
in your Will. You must appoint an Executor or Executors. If children under 18 may benefit
you need at least two. Four is the maximum number allowed. Executors may benefit from
your will by being named as beneficiaries
It is important to appoint people you trust.
Charges and Fees
Executors may also be beneficiaries but they cannot charge for their work unless they have
accepted the appointment in a professional capacity.
1st Executor
Surname: and FULL
forenames:
Relationship to you (if any):
Full address:
2nd Executor
Surname: and FULL
forenames:
Relationship to you:
Full address:
3rd Executor
Surname: and FULL
forenames:
Relationship to you:
Full address:
4th Executor
Surname: and FULL
forenames:
Relationship to you:
Full address:
(3) Guardians
If you have children under 18yrs you will wish to appoint guardians to raise them if you
are no longer here to do so.
1st Guardian
Surname: and FULL
forenames:
Relationship to you:
Full address:
2nd Guardian
Surname: and FULL
forenames:
Relationship to you:
Full address:
(4) Legacies
(a) specific items
Please give full details, if applicable, of all specific gifts of items.
Identify items very carefully so they can be easily identifiable.
e.g. 'My gold Ring with three matching diamonds to my daughter Mary Anne Bloggs'.
If you wish to give a possession which you regularly change,write something like:
'Any motor car owned by me at the time of my death'.
From First Testator
Recipient (1) :
Relationship :
Details of Gift/s
Give only after second death? :
Recipient (2) :
Relationship :
Details of Gift/s
Give only after second death? :
From Spouse/Partner
Recipient (1) :
Relationship :
Details of Gift/s
Give only after second death? :
Recipient (2) :
Relationship :
Details of Gift/s
Give only after second death? :
(b) Gifts of Money
Please give full details, if applicable, of all specific gifts of money.
e.g. the contents of bank accounts, stocks, shares etc. Give details of account and certificate numbers where they apply.
These gifts are usually paid free of tax calculations. i.e. Inheritance Tax is paid from the Residuary Estate. The recipient then receives the whole amount gifted.
From First Testator
Recipient (1) :
Relationship :
Details of Gift
Give only after second death? :
Recipient (2) :
Relationship :
Details of Gift
Give only after second death? :
From Spouse/Partner>
Recipient (1) :
Relationship :
Details of Gift
Give only after second death? :
Recipient (2): :
Relationship :
Details of Gift
Give only after second death? :
(5) Residue
Main Beneficiaries
Everything else is referred to as your "residuary estate".
If you are one of a married couple or live with a partner you probably want him/her to
inherit, but if they do not survive you by 30 days your Estate can pass to your
children (or grandchildren) or to other named beneficiaries.
Residue of Estate to pass firstly to Spouse/Partner :
And / or then to pass onto your children or grandchildren (including those not yet born)
:
Named Beneficiaries
(only complete this section if you have answered 'No' to either question above)The share Named Beneficiaries are to receive is best written as a percentage (e.g.25%)
If the share box is left blank, they will receive equal shares of your Estate.
Charities may be named in this section.
Beneficiary name (1) :
Share :
Relation to Testator :
Relation to Spouse :
Beneficiary name (2) :
Share :
Relation to Testator :
Relation to Spouse :
Beneficiary name (3) :
Share :
Relation to Testator :
Relation to Spouse :
Beneficiary name (4) :
Share :
Relation to Testator :
Relation to Spouse :
(6) Other Information
Exclusions
Have you deliberately excluded anyone who may have a possible
claim on your estate? Yes
No
Name people who may claim they have been excluded as an oversight.
Is exclusion is mutually agreed? Yes
No
Business
Do you have any business interests which may form part of your estate?Such as a sole trader or partnership which may be continued by beneficiaries. Yes No
If "yes", state any specific wishes you may have in this respect:
Funeral Requests
Do you wish to donate your body for medical purposes? Yes No
If "yes", state any specific wishes you may have in this respect:
Choose whether you wish your remains to be buried or cremated:
Burial Cremation
If, perhaps for a religious or other reason, you specifically do not want to be cremated,a statement to this effect can be included in the Will. If you wish such a statement to be included, please check this box.
If you wish, you may specify funeral arrangements such as the type of service or directions
as to where you wish to be buried or where you would like your ashes scattered:
(7) Trustee Powers
Your Executors (who also act as Trustees) need to be given powers to carry
out your instructions as you would wish. Standard Trustee powers are included in all Will's
unless alternatives are specifically requested. Stated powers that do not apply to your estate at
present are included as safeguards to allow for a future change in circumstances.
If you wish to specify additional powers for your Executors please state below:
(8) Additional Information
Please set out below any other instructions or information you may wish to give us.
Declaration to be signed by the Testator(s)
I/we confirm that I/we am/are over 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.
Date :
Signed (First) :
Signed (Second) :
Finally: Please advise us of the name and address of the person who referred
you to this site and we will send them £5.00 on completion of your Will:
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