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| Will preferences |
Please copy these questions into word or print them out and write the answers next to them
1. Your Full Names If you do not use the names on your birth certificate please
include these as well.
Forenames:
Surname:
Address:
Post Code: Telephone Number:
Date of Birth: 2. Your Spouse
Forenames:
Surname (if different):
Date of Birth:
2.Have you or your spouse been married before? Yes No
1. Name and Address:
2. Name and Address:
3. Name and Address:
3. Executors Who else apart from your spouse will be responsible for administering your estate and giving effect to the provisions of your Will. Executors can also be beneficiaries.
4. Your Children
1. Name: Date of Birth:
2. Name: Date of Birth:
3. Name: Date of Birth:
4. Name: Date of Birth:
4aChildren of previous marriages / partners
1. Name: Date of Birth:
2. Name: Date of Birth:
3. Name: Date of Birth:
5. Guardians You may appoint people to act as guardians of your children who are under 18 at your death or after the death of you and your spouse if both of their parents are dead.
1. Name and Address:
2. Name and Address:
6. Funeral You may like to specify in your Will if you wish to be:
Buried? Cremated? No Preference?
Do you wish to be buried, or your ashes scattered, in a particular spot?
7. Gifts of Articles Are there any items you wish to leave to anyone? (Paintings,ornaments etc.)
8. Cash Gifts List full names and addresses of person and amount to be given
1. Name: Amount £:
2. Name: Amount £:
3. Name: Amount £:
9. The Residue (The balance of your estate after the payment of your personal debts, funeral expenses and legacies).
Do you wish your surviving spouse to receive the residue outright Yes / No?
In the event of the death of your spouse, who do you wish to inherit the residue?
Children only equally Yes / No
Or
Children only then their share if deceased before you to any of their children i.e. your
grandchildren Yes / No
If children inherit, at what age do you wish them to inherit? 18, 21 or 25
Other Please say
10. Do you wish to include a lifetime interest property trust in your Will? Yes / No
If yes who do you wish to include as beneficiaries?
Your surviving spouse
Your children
Other person(s)
Charities
Please specify:
11. Do you maintain or give financial help to anyone not to be mentioned in your Will?
Yes / No
details
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