Your Contact Details

Name

Full Postal Address

Email Address

Telephone (inc STD)

Personal Details

First Name

Middle Name(s) (if any)

Surname

Are You Married?

Yes  No

Your Spouse or Partner's Details

First Name

Middle Name(s) (if any)

Maiden or Other Name(s)

Surname

Your Executors

Executors act in an official capacity in carrying out the instructions contained in your Will. Although a Will is perfectly valid if one Executor is appointed, we would recommend the appointment of at least two executors, in case one of them should die before you. The Executors should be aged at least 18 and may be family members. Additionally, a solicitor may act as an Executor. His services for acting in that capacity are free (no, this is not a misprint!) but he is entitled to charge professional fees for attending to the administration and winding up of an estate.

Name of First Executor

Full Address

Relationship to you

Name of Second Executor

Full Address

Relationship to you

Bequests

You need not make any bequests but if you wish to leave a particular item or a particular sum of money to an individual or organisation, for example, charitable bequests, this is dealt with before the major part of your estate. Whatever remains after bequests have been dealt with forms what is known as the ‘residue’. Bequests are subdivided into two types, namely specific, which normally relates to an item like furniture or jewellery, and pecuniary which relates to a sum of money. If making bequests of money, we recommend you fix a figure and do not consider leaving specific bank or building society accounts that have a nasty habit of being closed or changed.

The forms below allow for up to two specific and/or pecuniary bequests if required. If you wish to make a greater number of specific or pecuniary bequests please indicate this in the appropriate forms below and we shall obtain full details when we confirm your instructions.

Name of Beneficiary to Receive Specific Bequest

Address of beneficiary

Item(s) Bequeathed

Name of Beneficiary to Receive Specific Bequest

Address of beneficiary

Item(s) Bequeathed

Name of Beneficiary to receive Pecuniary Bequest (sum of money)

Address of beneficiary

Amount

Name of Beneficiary to receive Pecuniary Bequest (sum of money)

Address of beneficiary

Amount

Residue

This is what is left of a deceased’s estate once all debts, tax and legacies have been settled. In the case of a married couple, the maker of the Will might direct that the residue should pass to the surviving spouse. In more complicated cases, there may be a direction that a share of the residue should pass to children, or there may be a multiplicity of what are known as residuary legatees, whether individuals or organisations, each entitled to a particular share of the residue. Depending on the size of your estate, and particularly if there is a likelihood of the estate being liable to Inheritance Tax, we may make recommendations as to how you configure disposal of the residue so as to minimise the impact of Inheritance Tax.

Instructions for Distribution of Residue:

Funeral Instructions

It is not necessary for you to give specific instructions if you wish to leave these arrangements to be left to your executors acting in consultation with surviving relatives, but if you wish, for example, to be cremated, you should indicate that preference here.

Related Matters

Please let us know of any significant matters which may affect how your Will is drawn. We cannot provide an exhaustive list here but examples might include arrangements for looking after young children (Guardians, Tutors and Curators), beneficiaries under 16 years of age and whether you think your estate may be liable to Inheritance Tax (current threshold £242,000).