Please fill in as much of
the form as you can. It will save us having to come back to
you for more details. If
you are unclear about any sections please refer to Will
Notes. Forms marked * must
be filled in.
Section
1 : Personal Details (Person making Will) |
| *
Your Full Name
: |
|
| *
Address : |
|
| Town/City
: |
|
| County : |
|
| Post Code : |
|
| Daytime Tel. No. : |
|
| Fax No. : |
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| *
E-mail : |
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| Sex : |
Male
Female
|
| Occupation : |
|
| Marital Status : |
|
Top of Page |
|
Section
2: Executors (for help on this click
here) |
Either: Do
you want the partners in Abney Garsden McDonald to be your
sole Executors? |
Yes
No
|
Or: Do you
want a Partner in Abney Garsden McDonald to be an Executor
together with one other Executor? |
Yes |
|
No |
|
(If you
have chosen this alternative fill in Executor 1 details) |
Executor
1 |
|
| Full Name : |
|
| Address
: |
|
| Town/City : |
|
| County : |
|
| Post Code : |
|
Executor
2 |
|
| Full Name : |
|
| Address
: |
|
| Town/City : |
|
| County : |
|
| Post Code : |
|
Top
of Page |
|
Section
3 :Appointment of Guardians (for advice on this click
here) |
(Only
complete this section if you have children/dependents under
the age of 18) |
Guardian
1 |
|
| Full Name : |
|
| Address
: |
|
| Town/City : |
|
| County : |
|
| Post Code : |
|
Guardian
2 |
|
| Full Name : |
|
| Address
: |
|
| Town/City : |
|
| County : |
|
| Post Code : |
|
Top
of Page |
|
Section
4 : Funeral Wishes |
| Do you want to be an organ
donor ? |
Yes
No
|
| If Yes please
give full details : |
|
| Funeral
Wishes : |
I want to be cremated |
|
I want to be buried |
|
I want to make other arrangements (Please specify) |
|
|
|
Section
5 : Gifts (for help on this section click
here) |
Here
you should give details of specific items of money or
possessions you want to leave to someone |
|
Top
of Page |
|
Section
6 : The Residue or The Rest of your estate (for
help click here) |
First
of all your executors will pay any debts of taxes, then gifts
you make, then finally they will dispose of "the residue".
It is normally the largest part of your estate.
Below are some common gifts of residue. However you may choose
other variations. We have kept this form simple. If you need
more complicated arrangements put them in the "Additional
Wishes Box" |
|
Top
of Page |
|
Section
7 : Additional Wishes. |
Whilst
we have tried to cover the most common examples of will instructions
in this form every eventuality cannot be included. If there
are any other instructions or queries you have it is important
to fill in this section.
In certain circumstances, certain people such as former spouses
from whom you are not divorced, estranged children, or parents
or relatives may be able to inherit your estate or contest your
will. For your peace of mind and to make things clearer after
your death please state who they are and why you have decided
to exclude them from your will. If you need advice on this please
ask us. |
Additional
Wishes Box
|
|
Section
8 : Money |
Never an easy word,
but sadly something we have to deal with. We are hoping to
introduce credit card facilities for client if the need demands
it. Unfortunately there is a cost to us and a security issue
about giving out credit card details over the internet for
you. As we will be sending out the will, in all likelihood,
by post or email, we will send out an invoice at the
same time.
The cost, however, is fixed (unless we receive
additional instructions in the additional wishes box
above or by some other method which make the will more
complicated and entail additional work) |
Standard
Fees |
|
| Single
Will : |
£80
+ VAT |
| Joint
Will : |
£150
+ VAT |
|
|
| Unfortunately
we cannot accept your instructions unless you tick both these
boxes |
