On-line Wills Instruction Form

Fields marked with an * are required.
Please complete the details below as fully as possible:

Name *

First

Last

Address

Postcode

Telephone *

Date of Birth

National Insurance No.

Marital Status

Married
Civil Partnership
Long Term Partnership
Single

Partner/Spouse's Name (if applicable)

Partner/Spouse's Address (if applicable)

Full Names and Ages of any Children, e.g. Joe Adam Smith aged 12

Executors' Names and Addresses

Who do you want to be your executors? These can include your spouse or partner, other family members or close friends or professional bodies such as a solicitors firm. They will deal with the legal side of the administration of your estate after you die and pass your assets on to your beneficiaries.

Trustees' Names and Addresses

Who do you want to be your trustees? These can be the same as your executors. They will look after the assets for those who are not old enough to receive them. There must be at least two.

Guardian Names

Would you like to appoint guardians to look after your children?

Specific Gifts

Are there any specific gifts you would like to leave? e.g. '£500 to my neice, Ann Jones' or 'my car to my brother, Fred'

Beneficiaries' Names and Addresses (and proportions if not equally)

Who do you want to receive the balance of your assets after any specific gifts have been made (residuary estate)? This can be divided amongst whichever beneficiaries you wish and in whatever proportions.

Reserve Beneficiaries' Names and Addresses

It is often better to have reserve beneficiaries for your residuary estate so that you know where your assets will go in any circumstances.

Joint Assets

Please list your joint assets and their values.

Sole Assets

Please list your sole assets and their values.

Instructions

Is there anything else you would like to go into your will? For instance, sometimes people put in instructions for their funeral or reasons why they are not giving gifts.

Age For Children to Inherit

If any of your beneficiaries are children would you like them to inherit at a specific age? e.g. 18

Acknowledgement of Terms & Conditions:

By submitting this form to Gard & Co. I acknowledge that I am instructing them to prepare my will and I undertake to pay the fee as quoted of £350 + VAT for a single will and £450 + VAT for a joint will.

Please ensure that you read through the form carefully before submitting it to us. The details you provide on this form will be those we use to prepare your will in draft for your approval.

Name

On-line Wills Instruction Form

WHAT WE DO

WHAT WE DO