Will Writing Form

 

1. The Testators

    
 

Name of testator or elder of a couple. Use full names as given at birth.


Date of Birth
       
 

Name of the younger of a couple


Date of Birth
       
  Has either been divorced? Give your current marital status.
Elder Younger Both


 
     
  Are you planning to marry within the next twelve months?   Date if booked for the
Wedding:
 
     
    The act of marriage revokes any Will you may have written.
However you may add a special clause to your Will to prevent
the revocation in the event of a planned forthcoming wedding.
     
 

2. Contact Details

  
  Address of Main Residence   Email Address
   
     
    Telephone number
 

 
 
       
 

3. Summary of Estate

   
 
Please include all assets, grouped at rounded values. Include all property, businesses, savings and financial products.
Add £20,000 for chattels. Identify ownership as Joint or Single with name.
   
 
Testator / Elder
Joint
Younger
Item
Value
Item
Value
Item
Value
           
Total
Total
Total
   
 

 

  
 

4. Children

    
  Name of the eldest of any children and indicate parentage.    
     
  Address if different from own    
    Elder Younger Both
 
 
Date of Birth
 
       
  Name of any other child    
     
  Address if different from own    
    Elder Younger Both
 
 
Date of Birth
 
       
  Name of any other child    
     
  Address if different from own    
    Elder Younger Both
 
 
Date of Birth
 
       
 

5. Family and Friends

   
  Name of any other person to be appointed or included in the Will.    
     
  Address    
    Relationship
 
Testator Elder Younger Both
 
       
  Name of any other person to be appointed or included in the Will.    
     
  Address    
    Relationship
 
Testator Elder Younger Both
 
       
  Name of any other person to be appointed or included in the Will.    
     
  Address    
    Relationship
 
Testator Elder Younger Both
 
       
  Name of any other person to be appointed or included in the Will.    
     
  Address    
    Relationship
 
Testator Elder Younger Both
 
       
  6. Type of Will    
  Do you wish to write a Protective Will?



If you wish to protect your children, home or business
against loss after the 1st death, you need a Protective
Will. Problems include interference from other families,
remarriage or Long Term Care
  Do you wish to include Tax Planning clauses in your Will?
By diverting assets up to the current Nil-Rate-Sum into
Trust on the 1st death, you can reduce your Inheritance
Tax liability by 40% of their value on the 2nd death.
       
  7. Notes    
  Please add any notes here