Create Your Will
  • 1. PERSONAL DETAILS

    Please complete in full.
  • 2. EXECUTORS & TRUSTEES

    You need at least one executor to administer your estate. It is preferable to nominate two executors in case the first executor dies or is unable to act.
    Executors must be over 18 years old.
    If you have children under 18 and wish them to inherit, you will need to appoint trustees to administer their share until they reach 18.
    Executors and trustees can be the same persons and can also be beneficiaries of your estate.
  • 3. TESTAMENTARY GUARDIANS

    If you have children under 18, it is often advisable to appoint guardians under your will who will look after them should you die.
    A married parent is automatically a guardian of children under 18.
    If you wish to appoint a guardian under your will, insert details here.
  • 4. FUNERAL ARRANGEMENTS

  • 5. ASSETS IN YOUR SOLE NAME

    Insert full details of all your assets, both now and likely to arise into the future, that are in your sole name and ownership.
    Examples include
    - Family Home
    - Property (houses, land)
    - Bank Account Savings
    - Post Office Savings
    - Building Society Account Savings
    - Life Assurance Policy
    - Life Insurance Policy
    - Pension Entitlements
    - Bonds and Stocks
    - Shares in companies
    - Cars
    - Valuable personal possessions eg. items of jewellery

    Insert all addresses, references, account numbers and values.
  • 6. ASSETS IN JOINT NAMES

    Insert full details of all assets jointly owned by yourself and others.
    Assets can be owned either as joint tenants or tenants in common.
    Assets held in joint names as joint tenants do not pass under the will but automatically pass to surviving joint tenants under law.
    Assets owned as tenants in common can be left in your will according to your wishes.
    Examples include
    - Family Home
    - Property (houses, land)
    - Bank Account Savings
    - Post Office Savings
    - Building Society Account Savings
    - Life Assurance Policy
    - Life Insurance Policy
    - Pension Entitlements
    - Bonds and Stocks
    - Shares in companies
    - Cars
    - Valuable personal possessions eg. items of jewellery

    Insert all addresses, references, account numbers and values.
  • 7. LIABILITIES & DEBTS

    Please insert details of all debts due by you, including names, addresses reference accounts
  • 8. MORTGAGES

  • 9. CASH LEGACIES

    Use this section if you wish to leave sums of money to named individuals.
  • 10. GIFTS TO CHARITY

  • 11. SPECIFIC BEQUESTS

    Use this section if you wish to leave specific items of property or assets to any person or body. Insert details, names addresses
  • 12. RESIDUE

    The residue is the remainder of your estate ie. after paying your debts and making specific bequests.
    The residue of your estate can often be the most valuable aspect of your estate.
    State the person/s or bodies you wish to inherit your residuary estate.
    If the residue is going to more than one person, state what percentage share you wish them to inherit.
    Insert names, addresses.
  • 13. ALTERNATE BENEFICIARIES

    Complete this section if you wish an alternate person/s to inherit.
    Examples where alternate beneficiaries inherit are where your
    main beneficiaries die before you or are incapacitated at the time of your death.
  • 14. ADDITIONAL INFORMATION

    Complete this section if you wish to give us any further information.
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