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Will Facts Form

Complete as much information on this form as you can. Don't worry if you cannot fill it all in now, we will send you a copy by email to complete. If you have any questions whilst completing this form, please call the Wills Team.
Personal Details
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Date of Birth
Are you intending to marry in the near future


Are you intending to seperate or divorce in the near future


Do you maintain an ex-spouse or other person (give details)

Do you intend to live in the UK permanently


Do you have a current Will/Codicil


Children and Dependents 1
Date of Birth
Children and Dependents 2
Date of Birth
Children and Dependents 3
Date of Birth
Children and Dependents 4
Date of Birth
Executors
Please confirm who you would wish to act as executors


Executor 1
Executor 2
Substitutionary Appointments (Executors)
Please select substitutionary appointments

Substitutionary Appointments 1 (Executors)
Substitutionary Appointments 2 (Executors)
Funeral Wishes
Guardian 1 - for children under the age of 18
Guardian 2 - for children under the age of 18
Substitutionary appointments 1 (Guardians)
Substitutionary Appointments 2 (Guardians)
Gifts of Cash
Legacy to parent/guardian if under 18 (1)


Legacy to parent/guardian if under 18 (2)


Residuary Estate - left over after payment of all debts. Below are common provisions
Select age children receive entitlement


Residuary Estate Beneficiary 1
Residuary Estate Beneficiary 2
Residuary Estate Beneficiary 3
Substitutionary Residuary Estate 1
Substitutionary Residuary Estate 2
Substitutionary Residuary Estate 3