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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
Title and Surname
*
Forename(s)
*
Any other name by which you are known
Work Tel
Home Tel
Mobile
E-mail
*
Address
Date of Birth
Day
Month
Year
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
01
02
03
04
05
06
07
08
09
10
11
12
1909
1910
1911
1912
1913
1914
1915
1916
1917
1918
1919
1920
1921
1922
1923
1924
1925
1926
1927
1928
1929
1930
1931
1932
1933
1934
1935
1936
1937
1938
1939
1940
1941
1942
1943
1944
1945
1946
1947
1948
1949
1950
1951
1952
1953
1954
1955
1956
1957
1958
1959
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
Country of birth and domicile
Occupation
Relationship status
Single
Married
Divorced
Seperated
Co-habiting
Registered Civil Partners
Partners full name and domicile
Are you intending to marry in the near future
Yes
No
Are you intending to seperate or divorce in the near future
Yes
No
Do you maintain an ex-spouse or other person (give details)
Yes
No
Do you intend to live in the UK permanently
Yes
No
If not please state which country
Do you have a current Will/Codicil
Yes
No
Children and Dependents 1
Name
Date of Birth
Day
Month
Year
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
01
02
03
04
05
06
07
08
09
10
11
12
1909
1910
1911
1912
1913
1914
1915
1916
1917
1918
1919
1920
1921
1922
1923
1924
1925
1926
1927
1928
1929
1930
1931
1932
1933
1934
1935
1936
1937
1938
1939
1940
1941
1942
1943
1944
1945
1946
1947
1948
1949
1950
1951
1952
1953
1954
1955
1956
1957
1958
1959
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
Relationship
Marital Status
Children and Dependents 2
Name
Date of Birth
Day
Month
Year
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
01
02
03
04
05
06
07
08
09
10
11
12
1909
1910
1911
1912
1913
1914
1915
1916
1917
1918
1919
1920
1921
1922
1923
1924
1925
1926
1927
1928
1929
1930
1931
1932
1933
1934
1935
1936
1937
1938
1939
1940
1941
1942
1943
1944
1945
1946
1947
1948
1949
1950
1951
1952
1953
1954
1955
1956
1957
1958
1959
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
Marital Status
Relationship
Children and Dependents 3
Name
Date of Birth
Day
Month
Year
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
01
02
03
04
05
06
07
08
09
10
11
12
1909
1910
1911
1912
1913
1914
1915
1916
1917
1918
1919
1920
1921
1922
1923
1924
1925
1926
1927
1928
1929
1930
1931
1932
1933
1934
1935
1936
1937
1938
1939
1940
1941
1942
1943
1944
1945
1946
1947
1948
1949
1950
1951
1952
1953
1954
1955
1956
1957
1958
1959
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
Marital Status
Relationship
Children and Dependents 4
Name
Date of Birth
Day
Month
Year
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
01
02
03
04
05
06
07
08
09
10
11
12
1909
1910
1911
1912
1913
1914
1915
1916
1917
1918
1919
1920
1921
1922
1923
1924
1925
1926
1927
1928
1929
1930
1931
1932
1933
1934
1935
1936
1937
1938
1939
1940
1941
1942
1943
1944
1945
1946
1947
1948
1949
1950
1951
1952
1953
1954
1955
1956
1957
1958
1959
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
Marital Status
Relationship
Executors
Please confirm who you would wish to act as executors
My Partner
The Partners at Bolt Burdon
The Persons Named Below
Executor 1
Full Name
Address
Relationship to you
Executor 2
Name
Address
Relationship to you
Substitutionary Appointments (Executors)
Please select substitutionary appointments
The partners at Bolt Burdon
The persons named below
Substitutionary Appointments 1 (Executors)
Name 1
Address 1
Relationship to you 1
Substitutionary Appointments 2 (Executors)
Name 2
Address 2
Relationship to you 2
Funeral Wishes
Funeral Wishes
Burial
Cremation
Please give details of any special instructions
Guardian 1 - for children under the age of 18
Full name 1
Address 1
Relationship to you 1
Guardian 2 - for children under the age of 18
Full name 2
Address 2
Relationship to you 2
Substitutionary appointments 1 (Guardians)
Full name 1
Address 1
Relationship to you 1
Substitutionary Appointments 2 (Guardians)
Full name 2
Address 2
Relationship to you 2
Gifts of Cash
Amount (1) £
Full name (1)
Address (1)
Age (1)
Legacy to parent/guardian if under 18 (1)
Yes
No
Amount (2) £
Full name (2)
Address (2)
Age (2)
Legacy to parent/guardian if under 18 (2)
Yes
No
Residuary Estate - left over after payment of all debts. Below are common provisions
Everything to my partner named above
Everything to my partner named above unless they die before me, then
Everything to my children named above equally
Select age children receive entitlement
Age 18
Age 21
Age 25
Residuary Estate Beneficiary 1
Residuary Estate Beneficiary 1 Name
Residuary Estate Beneficiary 1 Address
Residuary Estate Beneficiary 1 Share Percentage
Residuary Estate Beneficiary 2
Residuary Estate Beneficiary 2 Name
Residuary Estate Beneficiary 2 Address
Residuary Estate Beneficiary 2 Share Percentage
Residuary Estate Beneficiary 3
Residuary Estate Beneficiary 3 Name
Residuary Estate Beneficiary 3 Address
Residuary Estate Beneficiary 3 Share Percentage
Substitutionary Residuary Estate 1
Substitutionary Residuary Estate 1 Name
Substitutionary Residuary Estate 1 Address
Substitutionary Residuary Estate 1 Share Percentage
Substitutionary Residuary Estate 2
Substitutionary Residuary Estate 2 Name
Substitutionary Residuary Estate 2 Address
Substitutionary Residuary Estate 2 Share Percentage
Substitutionary Residuary Estate 3
Substitutionary Residuary Estate 3 Name
Substitutionary Residuary Estate 3 Address
Substitutionary Residuary Estate 3 Share Percentage