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Advisor

Last Will and Testament Details

Full Name:

       
Address
    
Town Post Code   Telephone :
Date Of Birth   Marital Status         Sex
 
Burial Instructions              Other Wishes
     
   

Please Name 2 persons to act as Executors : Who will look after everything whilst your estate is being wound up
Can Not be anyone under 18

 First Executor     Name :
First Executor Address
 
Town Post Code  Relationship to you if any 
Second Executor     Name :
Second Executor Address
 
Town Post Code  Relationship to you if any 
  

Name a Replacement Executor if Either or any Executor Named Above fails

Replacement Executor

    Name :
Replacement Executor Address
 
Town Post Code  Relationship to you if any 
 

Name a Person to act as Guardian to any Children if Under age 18

GUARDIAN  

   Name :
Guardian Address
 
Town Post Code  Relationship to you if any 
 

Details about your estate and whom it will be left to. This would normally be your spouse / Partner or children,
but can be to anyone you specify
(specific gifts to be completed later on in questionnaire)

ESTATE

I WISH MY ESTATE TO BE LEFT TO THE FOLLOWING :

 Relationship to you if any


Full Name  Percentage of Estate
Age if under 18

 Relationship to you if any


Full Name  Percentage of Estate
Age if under 18

 Relationship to you if any


Full Name  Percentage of Estate
Age if under 18

 Relationship to you if any


Full Name  Percentage of Estate
Age if under 18
  Now we need to know who will inherit if the person/persons named above do not survive you within 28 days

 Relationship to you if any


Full Name  Percentage of Estate
Age if under 18

 Relationship to you if any


Full Name  Percentage of Estate
Age if under 18

 Relationship to you if any


Full Name  Percentage of Estate
Age if under 18

 Relationship to you if any


Full Name  Percentage of Estate
Age if under 18
 

Specify any cash or gifts you wish to leave before your Estate is distributed .
Any gifts to a Charity must include Charity Number
(Please do not include any sentimental goods. Use the Memorandum of wishes form instead)

 Relationship to you if any


Full Name  Amount or gift

 Relationship to you if any


Full Name  Amount or gift

 Relationship to you if any


Full Name  Amount or gift

 Relationship to you if any


Full Name  Amount or gift

 Relationship to you if any


Full Name  Amount or gift
 

Detail any further information required not specified above

 
 

TRUST AND STORAGE

STORAGE IS 12 Months FREE STORAGE REQUIRED Provided by WillAdvisors.com (Please Type Yes or No)
TRUST Company AS SOLE EXECUTOR and TRUSTEE
TRUST Company AS JOINT EXECUTOR and TRUSTEE
TRUST Company AS SOLE SUBSTITUTE EXECUTOR and TRUSTEE
TRUST Company AS SUBSTITUTE EXECUTOR and TRUSTEE
TRUST Company TO STORE WILL FREE OF CHARGE (if any of the above TRUST Conditions apply)
AUTHORITY to Employ TRUST Company and will be inserted in wills unless Specifically Requested Not to
 

By submitting this form : I confirm these are my instructions and I have read the
Terms and conditions of WillAdvisors.com and abide these T & C's