Will Instruction Form

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Title:

Full Name:

Phone:

Email:

Residential address:

Occupation:

Please specify whether you are married/widowed/divorced/single:

Name of spouse (if applicable):

If divorced, please provide: - Name(s) of ex-spouse and advise if there are any continuing payments under any Court Order or other relevant factor:

Please advise whether you have children and advise us of their full names and ages and please indicate if any of your children are legally adopted or born of a different marriage (if this is the case):

Please advise us of any grandchildren you have to include their full names and ages (if relevant):

Please provide names, ages and addresses of any other person that is financially or otherwise dependant on you:

Domicile (i.e. the country in which your permanent home is):

Do you have an existing Will? If so, please state the location of your existing Will:

Funeral Wishes - You may want to note your wishes & preferences for your funeral, if so please advise:

Who you would like to have as Executor(s): Executor(s) are the ones that will be responsible for administering your Estate and ensuring the wishes in your Will are carried out when you pass away.

Guardians - Who you would prefer to take legal responsibility for your children if they are under 18 at the time you pass away.

Please list any specific legacies to be included in your Will. These are gifts of specific items or assets for example a vehicle or jewellery etc.

Please list any fixed monetary legacies you wish to be within your Will (i.e. £500 to a charity)

Disposal of your remaining estate: i.e. How you would like the remainder of all your assets to be distributed and to whom. This is often split as percentages and this will be discussed further when taking your instructions.

Is there any matter of significant importance to you to be considered in the Will?

Approximate net value

Assets (give estimate values) – we will go through this at initial meeting but see non-exhaustive list below of what is considered an asset

Liabilities - Long-term (i.e. mortgages)/Short-term (i.e. bank loans)/Contingent (i.e. guarantees)

Have you made any gifts within the last 7 years?