| 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 after the bequest to the children.
|
| 10.
|
Please
give the name in full |
|
| 11. |
Full postal address, including postcode |
|
| Specify
here the full names and addresses of your children who are to receive
a prior legacy equally between them of the exempt amount for Inheritance
Tax. |
| 12. |
Name
of 1st Child |
|
| 13.
|
Full
postal address, including postcode |
|
| 14. |
Name of 2nd Child |
|
| 15. |
Full postal address, including postcode |
|
| 16. |
Name of 3rd Child |
|
| 17. |
Full postal address, including postcode |
|
| 18. |
Include here details of any further children. |
|
| Specify
here the full names and addresses of the Trustees (we recommend
you have two) who you wish to administer and wind up your estate.
You must have complete trust in their ability to do this for you.
You can appoint one or more Trustees. If you wish, the partners
of Andersons LLP, Solicitors can act as your Trustees. |
| 19. |
Full
name of 1st Trustee |
|
| 20. |
Full
postal address, including postcode |
|
| 21. |
Full
name of 2nd Trustee |
|
| 22. |
Full
postal address, including postcode |
|
| 23. |
Full
name of 3rd Trustee |
|
| 24. |
Full
postal address, including postcode |
|
| 25.
|
If
you have an existing will, state here where the original of that
will is kept. |
|
| 26. |
If
you have any other information which you feel is relevant or any
query, please use this space. |
|
| 27.
|
If
you have any specific bequests, e.g. "My fishing rod to my
brother", please give details here. |
|
*
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 £100 (excluding VAT) and our invoice will
be sent to you on completion of the will.
|
| |
|
