| 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: |
|
| Specify
here the full names and addresses of the Trustees (we recommend
you have two) who you wish to administer your estate. Remember
that you will be giving them a discretion to pay the funds in
the Discretionary Trust to the beneficiaries that you name. It
is normal for you to sign a "Letter of Wishes" to be
held with the Will setting out how this discretion should be exercised.
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. |
| 10. |
Full
name of 1st Trustee |
|
| 11. |
Full
postal address, including postcode |
|
| 12. |
Full
name of 2nd Trustee |
|
| 13. |
Full
postal address, including postcode |
|
| 14. |
Full
name of 3rd Trustee |
|
| 15. |
Full
postal address, including postcode |
|
| Specify
here the full names and addresses of the beneficiaries under the
Discretionary Trust, usually your spouse/partner and children. |
| 16.
|
Please
give the name in full of your spouse/partner |
|
| 17. |
Full postal address, including postcode |
|
| 18. |
Name
of 1st Child |
|
| 19.
|
Full
postal address, including postcode |
|
| 20. |
Name of 2nd Child |
|
| 21. |
Full postal address, including postcode |
|
| 22. |
Name of 3rd Child |
|
| 23. |
Full postal address, including postcode |
|
| 24. |
Include here details of any further children or beneficiaries under
the Trust |
|
| We
will assume under this type of Will that after providing for the
nil rate band Trust you would want your whole remaining estate to
go to your spouse/partner whom failing to your children equally.
|
| 25. |
Please
specify if you wish some other arrangement to be included in your
Will. |
|
| 26.
|
If
you have an existing will, state here where the original of that
will is kept. |
|
| 27. |
If
you have any other information which you feel is relevant or any
query, please use this space. |
|
| 28.
|
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 £120 (excluding VAT) and our invoice will
be sent to you on completion of the will.
|
| |
|
