| 1.*
|
Your
title, e.g. Mr/Mrs: |
|
| 2.*
|
Your
full name, including any middle names: |
|
| 3. |
If applicable, your maiden surname: |
|
| 4. |
If applicable, your first and any subsequent married surnames: |
|
| 5.* |
Your date of birth: |
|
| 6.*
|
Your
full postal address, including postcode: |
|
| 7. |
Evening telephone number: |
|
| 8.* |
Day time telephone number: |
|
| 9.*
|
Your
e-mail address: |
|
Give
the full name and address of your husband/wife or partner who
is to receive all your property
|
| 10. |
Please give the name in full |
|
| 11. |
Full postal address, including postcode |
|
If
your husband/wife or partner should die with you or before you,
specify here what part of your estate is to be put in trust for
your handicapped child and what part is to be divided amongst
the others:-
i.e. 40% in trust of Helen Smith of St. Margarets Home, Ayr
30% to Scott Smith, 15 West Way, Kinross,KY13
5BL
30% to Amy Smith, 4 East Road, Cupar,KY6
2SR |
| 12. |
Percentages, names and addresses |
|
| Give
here the names and addresses of the persons who are to look after
the property on behalf of your handicapped child. They should
have agreed to do this for you and, preferably, be more likely
than not to survive your child. You must have complete trust in
their ability to look after the interests of your child |
| 13. |
Name of Trustee #1 |
|
| 14. |
Full postal address, including postcode |
|
| 15. |
Name of Trustee #2 |
|
| 16 |
.
Full postal address, including postcode |
|
When
your handicapped child should die, how do you wish that part of
your property which had been held in trust for him/her to be disposed
of? Specify here the names and addresses of the people who are
to receive that part of your estate and the proportions.
i.e. 50% to Scott Smith, 15 West Way, Kinross,KY13 5BL
50% to Amy Smith, 4 East Road, Cupar,KY6
2SR |
| 17.
|
Percentages,
names and addresses |
|
| If
at your death your other children are under the age of 21, you
should appoint Trustees to look after their share of your estate
until they have reached that age. For more information on this
refer to the will style No.4 entitled "Whole estate to your
spouse/partner whom failing in trust for your children" click
here to see that information Give here the full names
and addresses of the persons who you wish to appoint to be Trustees.
|
| 18. |
Name of 1st Trustee |
|
| 19. |
Full postal address, including postcode |
|
| 20. |
Name of 2nd Trustee |
|
| 21. |
Full postal address, including postcode |
|
| Your
property would normally be held in trust until your children reach
the age of 21. If you wish that age to be higher or lower, specify
here the age at which they should receive their share of your
property |
| 22. |
Age |
|
| 23.
|
If
you have an existing will, state here where the original of that
will is kept. |
|
| 24. |
If you have any other information which you feel is relevant or
any query, please use this space. |
|
*
Denotes required fields
FINAL INSTRUCTIONS
- You will receive
an e-mail confirming that your instructions have been received.
- We may contact
you, by telephone, to ask you for evidence of your identity,
and to ask for any further instructions we may require.
- We shall send
you a Will to sign with full instructions on how to do so.
If you find the will is not in accordance with your wishes,
it can be returned to us for amendment with the alterations
required marked on it. A stamped addressed envelope will be
provided for your use.
- We shall ask
you to return the will to us so that it can be completed.
The principal will then be kept in our safe for safekeeping,
at no additional charge, and a photocopy will be sent to you
for your own reference.
- The cost will
be £120 (excluding VAT) and our invoice will be sent
to you on completion of the will.
|
| |
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