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Joint Last Will & Testament: £50.00

Please note that this form is used to provide us with the information we require to produce your legal document. In itself, the text on this page does not constitute a legal document.


Section 1 - Personal Details of First Person

Please complete this form in full for the first person. You will then be asked to check it and submit it. After this, a new form will appear for you to complete for the second person which you will likewise be asked to check and submit. Should you have questions or problems, please contact us.

Full Name:*

Title:
Date of Birth:*
Address:*
Home Telephone:
E-mail:

What is your Current Marital Status?*

If you have a Partner:

Partner's Name
Date of Birth:
Address if different:

If you are intending to marry:

Your future spouse's name:


Section 2 - Executor's Names and Addresses

Please remember that your executors can be beneficiaries in your Will. It is usual to appoint two executors. However, you may appoint up to four. Additionally, you may wish to provide for alternatives, should one or more of the above names executors fail to or be unable to act.

I Hereby Appoint as Executors of my Will:*


Executor 1
Full Name:
Address:
Relationship:
Executor 2
Full Name:
Address:
Relationship:

Executor 3
Full Name:
Address:
Relationship:
This is an: Additional Executor
Alternative Executor
Executor 4
Full Name:
Address:
Relationship:
This is an: Additional Executor
Alternative Executor


Section 3 - Appointment of Guardians

(Only complete if you have dependents under 18)

It is very important to remember that guardians will usually only be appointed if both natural parents and other persons with parental responsibility have either died or consented.

Please enter the names and dates of birth of any dependents below: [eg. Billy Smith - 12 Feb 1986].

I hereby Appoint as Guardian(s):

Full Name:
Address:
Relationship:
Full Name:
Address:
Relationship:


Please specify any special requests you may have, if you wish the children to go to different guardians etc:




Section 4 - Legacies and Gifts

In this section, please state any individual gifts you wish to make. Please remember that these gifts will be given before the rest of your estate is divided up. You may wish to give specific items, such as jewellery and ornaments or money. Importantly, these gifts need have no monetary value, being purely sentimental. If you are giving money, please state the amount in both figures and words. Additionally, if you wish the gift to be given on a specific occasion, such as an 18th Birthday, please also state this in the gift section, and state with whom the gift should remain until this date, usually an executor or parent/guardian.


Gift Beneficiary One:

I Give:
Full Name:
Address:
Relationship:

The Gift:


Gift Beneficiary Two:

I Give:
Full Name:
Address:
Relationship:

The Gift:


Gift Beneficiary Three:

I Give:
Full Name:
Address:
Relationship:

The Gift:


If you wish to do so, please specify any other beneficiaries, their addresses and gifts below:
[eg. I give to my brother, John Smith of 37 High Street, my landscape by Constable and my personal CD Collection., etc.]



In certain circumstances, some people such as former spouses, estranged children or parents or relatives may be able to inherit or simply contest your will. For your peace of mind, if there are any such persons who you fear may contest your will, please insert their names and relationship to you here:




Section 5 - Residue of Your Estate

You can leave the residue of your estate, after any gifts and debts, to any person(s), or organisations you so wish. Below are some of the more common beneficiary arrangements. However, you may wish to choose the 'Other Variations' box to personalise your legacy.

I wish the residue of my estate to go to:*

My Spouse/Partner
My Children in Equal Shares
My Spouse/Partner 50%, and the other 50% to my Children in Equal Shares
My Spouse/Partner and Children in Equal Shares
Charity (please specify below)
Other Variations

If you selected "Other Variations", please specify the amount as a share percentage out of 100, i.e. 50%, 25%, or "equal share" that you wish each beneficiary to receive.


Residue Beneficiary One:

Full Name:
Address:
Relationship:
Share: %

Residue Beneficiary Two:

Full Name:
Address:
Relationship:
Share: %

Residue Beneficiary Three:

Full Name:
Address:
Relationship:
Share: %

Residue Beneficiary Four:

Full Name:
Address:
Relationship:
Share: %

If you wish to specify more residue beneficiaries, please do this below. Should one or more of the named beneficiaries die before you, please state what you would like to happen to their share. You might want their share to go to their own children, or alternatively being divided between the remaining beneficiaries, whether equally or otherwise. Please be as accurate as possible, especially if you have named only one beneficiary.




Section 6 - Medical Donation and Funeral Wishes

Do you wish to be an Organ Donor? Yes No
If Yes, Please Give Details:

Funeral Wishes:

I Wish to be Buried
I Wish to be Cremated
I Wish to Make Other Arrangements

Please Specify any Funeral Arrangements and Other Details You Would Like to be Included:


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