About You |
Title |
|
Name |
|
Address |
|
Post code |
|
Telephone |
|
Email |
|
Date of birth |
|
Marital Status |
|
Nationality |
|
Occupation |
|
About your Husband/Wife/Partner |
| Full Name |
|
Address
(if different
from above) |
|
| Dat of birth |
|
| Nationality |
|
| Occupation |
|
| Year of marriage |
|
About you Both |
| Have either of you been married previously? |
Yes
No |
| If yes, give details |
|
| Have either of you made wills before? |
Yes
No |
| If yes, where are your original Will(s) held? |
|
About your Children (including children from a previous marriage or relationship) |
Child 1 |
| Full Name |
|
| Address |
|
| Date of birth |
|
Child 2 |
| Full Name |
|
| Address |
|
| Date of birth |
|
Child 3 |
| Full Name |
|
| Address |
|
| Date of birth |
|
Child 4 |
| Full Name |
|
| Address |
|
| Date of birth |
|
| If you have any more children, please enter their details below |
|
| Do any of the following apply to the above named children? |
Born outside marriage
Adopted
Step Child
Mentally impaired in any way
You do not wish to have him/her/them in your will |
| If any of the above apply, please give details below: |
|
About your Financial Circumstances Please provide us with full details of all of your assets and liabilities so that we may assess whether any inheritance Tax planning is necessary. |
Your Assets
Where any of the following apply to you, please indicate the approximate value of your interest/share and also indicate whether the property is held jointly with another person. |
| Your home |
|
| Other Land or buildings |
|
| Car |
|
| Banck Account(s) |
|
| Building Society |
|
| Account(s) |
|
| Shares |
|
| PEP/ISA |
|
| Unit Trusts/Investment |
|
| Trusts/Bonds |
|
| Insurance Policies |
|
| Pension(s) |
|
| Property Outside UK |
|
| Other |
|
| Total |
|
Your Debts
Where any of the following apply to you, please indicate the approximate value or the outstanding liability and also indicate whether another person is jointly liable for the debt. |
| Mortgage |
|
| Bank Overdraft |
|
| Other |
|
| Total |
|
Your New Wills
Funeral Directions (optional)
Do you wish to be buried or cremated? |
|
Buried
Cremated |
Your Partner
Buried
Cremated |
Together if possible?
Yes
No
|
Any other comments
|
|
Executors
An Executor is someone you appoint in your Will to see that your wishes and instructions are carried out. It is wise to appoint at least two Executors, particularly if young children may benefit under your Will. You should note that a husband and wife can appoint each other.
Please list up to four chosen Executors |
| Name |
|
| Address |
|
| Relationship to You |
|
| |
| Name |
|
| Address |
|
| Relationship to You |
|
| |
| Name |
|
| Address |
|
| Relationship to You |
|
| |
| Name |
|
| Address |
|
| Relationship to You |
|
Guardians for Your Children
If you have children under 18 you may wish to appoint one or two persons to be their Legal Guardians. You should ensure that you have discussed your intended wishes with the person you wish to appoint as guardian as legal guardianship does involve a lot of responsibility. |
| Name |
|
| Address |
|
| Relationship to You |
|
| |
| Name |
|
| Address |
|
| Relationship to You |
|
Legacies (Specific Items/Gifts Left in your Will)
These may be cash gifts or specific gifts of certain articles you own. |
| Name |
|
| Address |
|
| Gift/Share |
|
| Relationship to You |
|
| Charity Number (if applicable) |
|
| |
| Name |
|
| Address |
|
| Gift/Share |
|
| Relationship to You |
|
| Charity Number (if applicable) |
|
Residue
The residue is everything left in your Estate after debts, funeral expenses and any legacies have been paid. In a standard family Will, the residue will be left to your spouse/partner, but should that spouse/partner die before you, the residue will then pass to your children (if any) and grandchildren (if any)
Standard Family Residue Provisions:
Leave everything to spouse/partner
If my spouse/partner does not survive me then the residue should go to my children
If any child of mine were to die before me then their share should go to their children |
or Named Beneficiaries
I leave everything to the following persons: |
| Name |
|
| Address |
|
| Share of residue |
|
| Relationship to You |
|
| |
| Name |
|
| Address |
|
| Share of residue |
|
| Relationship to You |
|
Reserve/Longstop Beneficiaries
In case all of your previous beneficiaries fail to survive you, it is sensible to name reserve beneficiaries. People named in this section will only benefit from your residuary estate if all previously named beneficiaries die before you. |
| Name |
|
| Address |
|
| Share |
|
| Relationship to You |
|
| |
| Name |
|
| Address |
|
| Share |
|
| Relationship to You |
|
Possible Claims Against Your Estate
Are you leaving out or only making a nominal gift to any of the following categories or people?
Spouse
Ex-Spouse who has not remarried
Natural children
Anyone for whom you have accepted financial responsibility
If any of the above applies to you, it is vital that you provide us with details or your reasons. Please provide your comments below.
|
Any Other Information
Please provide us with any other information you would wish to discuss with us.
|
The information you provide will be held under the Data Protection Act 1998 and will be used solely by Newsome Vaughan Solicitors for Marketing purposes. We may want to contact you from time to time with details of other products or services we feel may be of interest to you.
If you do not wish us to do this, please check this box
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