Will Instruction Questionaire

   

GIVING YOUR INSTRUCTIONS

PLEASE READ CAREFULLY BEFORE COMPLETING

1. You can complete this form yourself or with help from your Will Writing service. If completing the form by hand please use BLOCK CAPITALS throughout. Do NOT use County abbreviations. Identify all people by their FULL names. 2. CLICK/TICK on your choice for YES / NO / NA questions. Leave blank any sections that do not apply to you. 3. Details of additional Executors, guardians, legacies, beneficiaries and other special instructions can be completed on a supplementary sheet of paper. Please indicate clearly which section will include the additional information. 4. DOUBLE CHECK spellings of ALL NAMES. 5. After printing the completed form the DECLARATION must be signed and completed before your application can be processed.

Please Tick

Instructions for preparing a single Will (First Testator Only)
Instructions for preparing ‘mirror’ Wills (First Testator and Spouse/Partner)

(1) Testator(s)

Yourself

Spouse / Partner / Fiancée

Surname Surname
Fornames Fornames
Address Address
Post Code Post Code
Telephone. Std Telephone. Std
Marital Status
Date of Birth Date of Birth
Are you blind or physically infirm? Are you blind or physically infirm?
yes no yes no
If you are SINGLE do you want your Will written to include the partner named here as your future spouse  and if so, please indicate the DATE of the anticipated marriage.
yes no n/a. DATE if yes

Do not choose ‘YES’ unless a wedding is definitely booked within the next 12 months.

(2) Executors

Executors do the work of administering your Estate and carrying out other instructions in your Will. Appoint people you trust to comply with your wishes. Even if a spouse or partner is chosen as a sole Executor, others may be appointed as reserve executors. Executors are also appointed as ‘Trustees’ which may involve long term management e.g. looking after money for minor children. A maximum of 4 Executors are allowed to administer an Estate when a Will has to be proved. An Executor CAN also be a beneficiary.
Do you wish your Spouse/Partner to be an Executor?
yes no n/a
If ‘YES’, sole Executor or Jointly with Executors listed below?
sole jointly
Reserve Executor? (in case appointed executor is unable or unwilling)
yes no
(i) Executor
Forename: 
Surname: 
Address:
Post Code:
Tel No: include Std code.
Relationship to: (First Testator)
(Spouse / Partner)

(ii) Executor

Forename: 
Surname: 
Address:
Post Code:
Tel No: include Std code.
Relationship to: (First Testator)
(Spouse / Partner)

(iii) Executor

Forename: 
Surname: 
Address:
Post Code:
Tel No: include Std code.
Relationship to: (First Testator)
(Spouse / Partner)

(iv) Executor
Forename: 
Surname: 
Address:
Post Code:
Tel No: include Std code.
Relationship to: (First Testator)
(Spouse / Partner)

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 e.g. As an Accountant or Solicitor. Will any of the appointed  Executors be acting in a professional capacity (e.g. accountants, banks, solicitors)?
yes no

(3) Guardians

Appoint people who will look after minor children (under 18) after the death of both partners. Choose people who will be acceptable to both sides of the family.
(i) Guardian
Forename:
Surname: 
Address:
Post Code:
Tel No: include Std code.
Relationship to: (First Testator)
(Spouse / Partner)

(4) Legacies

(a) Specific Items

Identify items as clearly as possible e.g. ‘My 1972 gold Rolex watch’. If you wish to give a general  possession which may be regularly changed, write something like ‘Any motor car owned by me at  the time of my death’.
Gift from : 
First Testator  Spouse / Partner
Surname: Surname:
Forenames: Forenames:
Relationship Relationship
Details of Gift: Details of Gift:
Give only after second death? Give only after second death?
yes no yes no

Recipient (2)   To:

Surname: Surname:
Forenames: Forenames:
Relationship Relationship
Details of Gift: Details of Gift:
Give only after second death? Give only after second death?
yes no yes no

(b) Gifts of Money

These gifts are usually paid free of tax calculations. i.e. Inheritance Tax is paid from the Residuary Estate and the recipient is paid the whole amount shown. Use this section to gift the contents of bank accounts, stocks, shares or any part of your Estate that may by subject to tax calculations.
Recipient (1)   To: 
Surname: Surname:
Forenames: Forenames:
Relationship Relationship
Details of Gift: Details of Gift:
Give only after second death? Give only after second death?
yes no yes no
Tax Free? Tax Free?
yes no yes no
At age? years At age? years
Recipient (2)   To: 
Surname: Surname:
Forenames: Forenames:
Relationship Relationship
Details of Gift: Details of Gift:
Give only after second death? Give only after second death?
yes no yes no
Tax Free? Tax Free?
yes no yes no
At age? years At age? years

(5) Residue

Main Beneficiaries

The ‘Residue’ is everything left in your Estate after debts and any legacies have been paid. You can leave everything to your spouse or partner 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?
yes no
And/or then to pass onto children and grandchildren (including those not yet born)?
yes (Children may be listed)Go to (i)
no  (Estate to pass to named beneficiaries) Go to (ii)

No further beneficiaries Go to section 6

(i) Children as beneficiaries:

If you have a young family leave the ‘Child name’ boxes blank – this will allow for further children being born without having to amend your Will. If the children in your family have come from more than one partnership it is best to name them (with relationships like ‘step-son’) to indicate exactly who is included.
Write FULL NAMES of children and their PRESENT SURNAMES. 
Child Name 1:
Relationship to
Testator Spouse
Child Name 2:
Relationship to
Testator Spouse
Child Name 3:
Relationship to
Testator Spouse
Child Name 4:
Relationship to
Testator Spouse
Are all children over the age of 18 years?
yes no

(ii) Named Beneficiaries:

If you are single, do not have children or wish your Estate to pass to other friends / relations, ignore the children section and use the Named Beneficiary section instead. The share they are to receive can be written as a percentage (e.g. 35%). 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
Relationship to:
Testator Spouse
Beneficiary name (2) Share
Relationship to:
Testator Spouse
Beneficiary name (3) Share
Relationship to:
Testator Spouse
Beneficiary name (4) Share
Relationship to:
Testator Spouse

(6) Other Information

Have you deliberately excluded anyone who may have a possible claim on your Estate? Name people who may claim they have been excluded as an oversight. Indicate if exclusion is mutually agreed.
First Testator: Spouse / Partner:
yes no yes no
Name Excluded:  Name Excluded: 
Mutually agreed? (1st Testator) (Spouse / Partner)
yes no yes no

Business:

Do you have any business interests which may form part of your Estate? Sole Traders and Partnerships which may be continued by beneficiaries. Please name the business below. (Shares in a Limited Company should be given as Legacies)
First Testator: Spouse / Partner:

Medical Donation:

Do you wish your organs to be used for transplant purposes?
First Testator: Spouse / Partner:
yes no yes no
An expression of a wish to reinforce the intentions declared by carrying a Donor Card.

Funeral Requests:

Do you wish to specify funeral arrangements? Requests can be recorded in your Will but friends, relations and executors should also be informed separately.
First Testator: Spouse / Partner:
none burial cremation none burial cremation
First Testator: Spouse / Partner:
Church/Crematorium:  Church/Crematorium: 
Village/Town: Village/Town:
Parish/County:  Parish/County: 
Funeral Expenses paid by:
Relatives Prepayment Plan Relatives / Prepayment Plan

(7) Trustee Powers

Your Executors (who also act as Trustees) need to be given additional powers to carry out your instructions as you would wish. Standard Trustee Powers are included in all Wills unless alternatives are specifically requested. Stated powers that do not apply to your Estate at present can be included as safeguards to allow for a future change in circumstances.
Executors and Trustees have power to: Invest money appropriately Advance money to minor children Pay fees to professionals Substitute gifts by agreement with beneficiaries Treat all income to the Estate as being earned after death Insure property in the normal way Have funds not taxed disadvantageously as trusts Pass the Estate to the next beneficiary if any do not survive the testator by 30 days

Declaration to be signed by Testator(s) PLEASE PRINT THE COMPLETED FORM AND SIGN BEFORE POSTING

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 of 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 Estates being distributed as I/we have requested.
Dated: Dated:
Signed  First Testator:  Signed Spouse/Partner:

PLEASE SELECT WHICH EXTRA SERVICES YOU REQUIRE:

Single Will  £90.00              
Mirror Will £130.00              
Lifetime Storage £40.00 per Will
 
 

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