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Abney Garsden McDonald solicitors

This scheme only covers simple wills and not those wills where detailed advice is required, or where the estate is complex. It suites the requirements of, say, the ordinary citizen as opposed to the businessman
There is no advice in this site on the tax consequences of death ("inheritance tax"). If your estate is over certain limits your estate may be liable to pay it. The way you draft your will may be important. If you want advice on tax we may have to increase our charges. Please put something in one of the sections of the questionnaire to this effect.

The sequence of events is as follows:-

1. Read and understand Will Notes (You may find it useful to print off a copy of the page to refer to whilst filling in the questionnaire).

2. Refer to the frequently asked questions page.

3. Fill in the Questionnaire

4. Send off the Questionnaire with your payment

5. We will return a will to you for checking and signing/witnessing

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. :

* E-mail :

Sex :

Male Female

Occupation :

Marital Status :

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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

(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 :

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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 :

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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

Person Receiving Gift	Address	Gift Or Sum of Money
eg Julie Knowles, my Granddaughter	34 High Street, London	My Diamond Ring

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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"

I leave the rest of my estate to my wife/husband/partner/friend if he/she survives me by 28 days

If you have ticked "Yes", insert now the names of the person you want the residue to go to.

Name

Yes

If he/she does not survive me - or if I am a widow/widower then I leave the rest of my estate to my child/children in equal shares.

If you have ticked "Yes", insert now the names of the person you want the residue to go to.

Name*
Name*
Name*
Name*

If any of the above people* die before you do you want

Yes

That person's share dividing between the survivors?

Yes

OR That person's share to go to that person's child/children?

Yes

NB. None of the above may cover what you want to do with your residue. For instance you may not want to leave the residue equally but in different shares. You may want to leave it to Charity, or between different charities in different shares. As long as you state clearly what you want to do we can accommodate your wishes. GO NOW TO THE ADDITIONAL WISHES BOX and fill it in.

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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

* I have checked that the details in my form are correct and that they form the basis of my instructions to you to draft my will. I have read the notes for guidance contained in this site	Yes
* I understand that Abney Garsden McDonald will draft my will from my instructions alone and are not liable for any instructions not communicated by me, or for any tax/inheritance consequences arising from my instructions unless advice in specifically requested	Yes

Unfortunately we cannot accept your instructions unless you tick both these boxes

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Abney Garsden McDonald, 37,Station Road Cheadle Hulme, Cheshire. SK8 5AF Tel: +44 0161 482 8822 Fax:+44 0870 990 9350 Email: admin@abneys.co.uk or [name]@abneys.co.uk

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